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Kotak India EQ Contra Fund Direct Growth-0.44%

20.15%
1 Year Return
Equity
Contra
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak India EQ Contra Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.00%
NAV₹73.93 (21 Jan 2021)
Fund Started01 Jan 2013
Fund Size876 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
20.1%
11.9%
18.3%
15.2%
Category Average
19.6%
3.7%
13.0%
-
Rank Within Category
8
1
2
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 20.1% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity7.8%
Reliance Industries Ltd.EnergyEquity7.5%
Infosys Ltd.TechnologyEquity7.1%
HDFC Bank Ltd.FinancialEquity6.8%
Tata Consultancy Services Ltd.TechnologyEquity3.5%
Ultratech Cement Ltd.ConstructionEquity3.4%
Axis Bank Ltd.FinancialEquity3.2%
State Bank of IndiaFinancialEquity3.1%
Larsen & Toubro Ltd.ConstructionEquity2.8%
Bharti Airtel Ltd.CommunicationEquity2.7%
See All

Fund Managers

Deepak Gupta
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Kotak India EQ Contra Fund Direct Growth Details

Kotak India EQ Contra Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Deepak Gupta is the Current Fund Manager of Kotak India EQ Contra Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹876 Cr and the Latest NAV as of 21 Jan 2021 is ₹73.93.

The Kotak India EQ Contra Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Investment Objective

The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit Load

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About Kotak Mahindra Mutual Fund

Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
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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