Mutual Fund Details

Kotak India EQ Contra Fund Direct-Growth

Name: Kotak India EQ Contra Fund Direct-Growth
Brand: Kotak Mahindra Mutual Fund

Equity Value Oriented

NAV

₹176.6640

as on 26 Jul 2024, 11:14 PM

₹2.8620(1.65%)

Last Change

Scheme Ratings

rated by Value Research

Value Oriented

Rankings based on | as on Invalid date

Schemes Managed By

Shibani Sircar Kurian

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,93,144

₹2,01,236

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹1,01,237

Profit (absolute return)

101.24%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

13.31%

In the last 6 months

24.10%

In the last 1 year

52.63%

In the last 3 years

101.24%

In the last 5 years

215.80%

In the last 10 years

453.42%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Kotak India EQ Contra Fund Direct-Growth

as of 30 Jun 2024, 05:30 AM

₹3,499.74 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1% if redeemed within 90 days.

0.56%

Expense Ratio

Plan

Growth

1.25%

Cash Holding

Benchmark

NIFTY 500 Total Return Index

Scheme Document

View

Benchmark

NIFTY 500 Total Return Index

Exit Load

Exit load of 1% if redeemed within 90 days.

Scheme Document

View

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

HDFC Bank Ltd.

5.51%

₹192.84 Cr

ICICI Bank Ltd.

4.42%

₹154.69 Cr

Reliance Industries Ltd.

3.36%

₹117.59 Cr

Infosys Ltd.

2.89%

₹101.14 Cr

State Bank of India

2.59%

₹90.64 Cr

Others

81.23%

₹2,842.84 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

HDFC Bank Ltd.

5.51%

₹192.84 Cr

ICICI Bank Ltd.

4.42%

₹154.69 Cr

Reliance Industries Ltd.

3.36%

₹117.59 Cr

Infosys Ltd.

2.89%

₹101.14 Cr

State Bank of India

2.59%

₹90.64 Cr

Others

81.23%

₹2,842.84 Cr

View All

Funds in this Category

This fund's returns:

26.17%

Return Duration

3 Years

JM Value Fund Direct Plan-Growth

SBI Contra Direct Plan-Growth

Templeton India Value Fund Direct Plan-Growth

About Kotak India EQ Contra Fund Direct-Growth

Kotak India EQ Contra Fund Direct-Growth is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund manager Shibani Sircar Kurian. It has an AUM of ₹3,499.74 Crores and the latest NAV decalared is ₹176.664 as on 27 Jul 2024 at 6:58 am.

Kotak India EQ Contra Fund Direct-Growth scheme return performance in last 1 year is 52.63%, in last 3 years is 101.24% and 635.98% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.