Kotak India EQ Contra Fund Direct Growth-0.78%

4Groww
-5.37%
1 Year Return
Equity
Contra
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak India EQ Contra Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.95%
NAV54.3 (21 Aug 2019)
Fund Started01 Jan 2013
Fund Size811 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak India EQ Contra Fund Direct Growth
-5.4%
11.4%
11.0%
13.4%
Category Average
-7.7%
NA
NA
-
Rank within category
2
1
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -5.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.8%
    ICICI Bank Ltd.FinancialEquity7.2%
    Reliance Industries Ltd.EnergyEquity6.9%
    Infosys Ltd.TechnologyEquity4.5%
    Larsen & Toubro Ltd.ConstructionEquity4.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.3%
    Tata Consultancy Services Ltd.TechnologyEquity3.9%
    Axis Bank Ltd.FinancialEquity3.5%
    State Bank of IndiaFinancialEquity3.4%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    See All

    Fund Managers

    addDeepak Gupta
    Education
    Mr. Gupta is a B.Com (H), CA, Cost Accountant and CFA.
    Experience
    He has been associated with Kotak AMC since 2007.
    Funds Managed

    Other Details

    Kotak India EQ Contra Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Deepak Gupta is the Current Fund Manager of Kotak India EQ Contra Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹811 Cr and the Latest NAV as of 21 Aug 2019 is ₹54.3.

    The Kotak India EQ Contra Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    To generate capital appreciation from a diversified portfolio of equity and equity related instruments.

    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
    Exit load of 1% if redeemed within 1 year
    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
    22 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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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