SK
Shibani KurianFund Manager Since 9 May 2019
EquityContra
Kotak India EQ Contra Fund - Growth - Direct
3Y Annualised
19.93%
-0.43% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.06%
-0.43% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 10 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹3845.07 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl
-3.06%
2nd
Kotak India EQ Contra Fund -Direct Reinvestment of Income Dis cum Cap wdrl
-3.06%
3rd
Kotak India EQ Contra Fund - Growth - Direct
-3.06%
4th
Kotak India EQ Contra Fund Reinvestment of Income Dis cum Cap wdrl
-3.16%
5th
Kotak India EQ Contra Fund Payout of Income Dis cum Cap wdrl
-3.16%
Fund Managers
About Kotak India EQ Contra Fund - Growth - Direct
Kotak India EQ Contra Fund - Growth - Direct is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Kotak India EQ Contra Fund - Growth - Direct has ₹3845.07 Cr worth of assets under management (AUM) as of Thu Mar 13 2025. The latest Net Asset Value (NAV) of Kotak India EQ Contra Fund - Growth - Direct as of Wed Mar 12 2025 is ₹152.717. The fund has an expense ratio of 0.6%, which is medium comparable to most other Equity funds.
Kotak India EQ Contra Fund - Growth - Direct returns for the last 1 year are 3.24%. Since launch, it has delivered 16.62% average annual returns.
The Kotak India EQ Contra Fund - Growth - Direct has the majority of its money invested in Financial Services, Technology, Communication Services, Consumer Cyclical, Energy, Basic Materials sectors.
Top 5 Holdings of Kotak India EQ Contra Fund - Growth - Direct.
- ICICI Bank Ltd: 5.80%
- Infosys Ltd: 4.74%
- HDFC Bank Ltd: 3.81%
- State Bank of India: 3.77%
- Tech Mahindra Ltd: 3.27%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak India EQ Contra Fund - Growth - Direct
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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