Kotak India EQ Contra Fund Direct Growth

Equity
Value Oriented
Very High Risk
24.11%
3Y annualised
+0.32% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Dec 2024₹178.19
Min. SIP amount₹100
Rating4
Fund size₹4,047.50Cr

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 Value Oriented
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.5%24.1%24.8%18.4%
Category average31.6%20.6%23.2%NA
Rank with in category1058NA
Understand terms

Holdings (68)

NameSectorInstrumentAssets
FinancialEquity5.38%
TechnologyEquity4.19%
FinancialEquity3.81%
FinancialEquity3.23%
TechnologyEquity3.07%
TechnologyEquity3.07%
CommunicationEquity2.75%
EnergyEquity2.54%
Consumer StaplesEquity2.29%
AutomobileEquity2.13%
HealthcareEquity2.06%
FinancialEquity1.95%
EnergyEquity1.92%
FinancialEquity1.91%
FinancialEquity1.86%
HealthcareEquity1.85%
ServicesEquity1.67%
EnergyEquity1.66%
AutomobileEquity1.61%
ChemicalsEquity1.55%
Capital GoodsEquity1.44%
Consumer StaplesEquity1.43%
Consumer StaplesEquity1.38%
Consumer DiscretionaryEquity1.37%
FinancialEquity1.36%
EnergyEquity1.35%
ServicesEquity1.31%
FinancialEquity1.31%
Capital GoodsEquity1.30%
ServicesEquity1.27%
ServicesEquity1.26%
Consumer StaplesEquity1.23%
TechnologyEquity1.22%
EnergyEquity1.20%
ConstructionEquity1.20%
ConstructionEquity1.18%
ConstructionEquity1.14%
FinancialEquity1.13%
InsuranceEquity1.13%
EnergyEquity1.11%
Consumer StaplesEquity1.10%
ServicesEquity1.06%
EnergyEquity1.05%
FinancialEquity1.04%
HealthcareEquity1.00%
FinancialEquity1.00%
Capital GoodsEquity0.97%
Metals & MiningEquity0.96%
HealthcareEquity0.96%
ConstructionEquity0.94%
Metals & MiningEquity0.91%
FinancialEquity0.91%
CommunicationEquity0.90%
Consumer StaplesEquity0.88%
ConstructionEquity0.84%
FinancialEquity0.78%
DiversifiedEquity0.77%
HealthcareEquity0.71%
Capital GoodsEquity0.70%
Metals & MiningEquity0.67%
HealthcareEquity0.67%
OthersEquity0.66%
AutomobileEquity0.63%
Consumer StaplesEquity0.61%
AutomobileEquity0.59%
Capital GoodsEquity0.55%
HealthcareEquity0.48%
TechnologyEquity0.14%
See All

Expense ratio, exit load and tax

Expense ratio: 0.55%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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,

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