Kotak India EQ Contra Fund Direct Growth

Equity
Contra
Very High Risk
16.72%
3Y annualised
-1.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹98.84
Min. SIP amount₹1,000
Rating4
Fund size₹1,451.97Cr

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 returns7.0%16.7%13.3%15.3%
Category average5.1%17.6%9.5%NA
Rank with in category782NA
Understand terms

Holdings (60)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.4%
Infosys Ltd.TechnologyEquity4.7%
HDFC Bank Ltd.FinancialEquity4.4%
State Bank of IndiaFinancialEquity3.9%
Reliance Industries Ltd.EnergyEquity3.8%
Axis Bank Ltd.FinancialEquity3.5%
Larsen & Toubro Ltd.ConstructionEquity3.3%
Bharti Airtel Ltd.CommunicationEquity2.8%
ITC Ltd.Consumer StaplesEquity2.5%
Ultratech Cement Ltd.ConstructionEquity2.5%
See All

Pros and cons

Category: Equity Contra

Pros

Cons

1Y, 5Y and 10Y annualised returns higher than category average
3Y annualised returns lower than category average by 0.84%
Higher alpha: 1.88 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Lower expense ratio: 0.81%

Expense ratio, exit load and tax

Expense ratio: 0.81%

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₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
NA
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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