Kotak India EQ Contra Fund Direct IDCW

Equity
Contra
Very High Risk
Payout
24.57%
3Y annualised
+0.83% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Feb 2024₹52.82
Min. SIP amount₹100
Rating4
Fund size₹2,450.69Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Contra
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns49.6%24.6%22.7%17.9%
Category average45.9%21.5%19.9%NA
Rank with in category1075NA
Understand terms

Holdings (60)

NameSectorInstrumentAssets
FinancialEquity4.68%
EnergyEquity4.05%
TechnologyEquity3.72%
EnergyEquity2.93%
FinancialEquity2.74%
AutomobileEquity2.73%
FinancialEquity2.52%
TechnologyEquity2.51%
Capital GoodsEquity2.31%
CommunicationEquity2.30%
See All

Expense ratio, exit load and tax

Expense ratio: 0.63%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Shibani Sircar Kurian
May 2019 - Present
View details

Education
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Experience
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

Kotak India EQ Contra Fund Direct IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 4.7.4
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK MAHINDRA |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  BANDHAN |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  IDBI |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ |  BAJAJ