SK
Shibani KurianFund Manager Since 9 May 2019
EquityContra
Kotak India EQ Contra Fund Reinvestment of Income Dis cum Cap wdrl
3Y Annualised
18.31%
-0.44% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.16%
-0.44% 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
4 years 1 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹3603.01 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 Reinvestment of Income Dis cum Cap wdrl
Kotak India EQ Contra Fund Reinvestment of Income Dis cum Cap wdrl is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 19 years, having been launched on 2005-07-27. Kotak India EQ Contra Fund Reinvestment of Income Dis cum Cap wdrl has ₹3603.01 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 Reinvestment of Income Dis cum Cap wdrl as of Thu Mar 13 2025 is ₹44.605. The fund has an expense ratio of 1.89%, which is medium comparable to most other Equity funds.
Kotak India EQ Contra Fund Reinvestment of Income Dis cum Cap wdrl returns for the last 1 year are 1.88%. Since launch, it has delivered 12.05% average annual returns.
The Kotak India EQ Contra Fund Reinvestment of Income Dis cum Cap wdrl has the majority of its money invested in Financial Services, Technology, Communication Services, Consumer Cyclical, Energy sectors.
Top 5 Holdings of Kotak India EQ Contra Fund Reinvestment of Income Dis cum Cap wdrl.
- HDFC Bank Ltd: 6.20%
- ICICI Bank Ltd: 5.95%
- Infosys Ltd: 4.54%
- State Bank of India: 3.59%
- Tech Mahindra Ltd: 3.11%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2005-07-27 |
| 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 Reinvestment of Income Dis cum Cap wdrl
| 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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