Home>Mutual Funds>Kotak Mahindra Mutual Fund>Kotak India EQ Contra Fund Direct Growth

Kotak India EQ Contra Fund Direct Growth

Equity
Contra
Very High Risk
23.79%
3Y annualised
-0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹95.53
Min. SIP amount₹1,000
Rating5star
Fund size₹1,169.07 Cr

Returns and rankings

Category: Equity Contra
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns58.1%23.8%18.8%17.2%
Category average61.5%12.9%13.6%NA
Rank with in category1552NA
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Holdings (53)

NameSectorInstrumentAssets
FinancialEquity7.7%
FinancialEquity6.8%
TechnologyEquity6.3%
EnergyEquity6.2%
State Bank of India
FinancialEquity4.2%
TechnologyEquity3.7%
ConstructionEquity3.6%
ConstructionEquity3.4%
CommunicationEquity3.0%
FinancialEquity3.0%
See All

Pros and cons

info
Category: Equity Contra
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Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 1.58 The fund has generated returns higher than benchmark - NIFTY 100 TRI - in the last 3Y
Lower expense ratio: 0.98%
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Cons

1Y annualised returns lower than category average by 3.38%

Expense ratio, exit load and tax

Expense ratio: 0.98%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 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 termsinfo
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 management

Deepak Gupta
Jan 2017 - Present
View details
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Fund house & investment objective

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Fund house contact details

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