Kotak India EQ Contra Fund Direct Growth+0.70%

4Groww
13.72%
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 Ratio1.04%
NAV58.14 (18 Oct 2019)
Fund Started01 Jan 2013
Fund Size859 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak India EQ Contra Fund Direct Growth
13.7%
13.0%
12.5%
14.1%
Category Average
-0.6%
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 13.7% 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
    ICICI Bank Ltd.FinancialEquity7.0%
    Reliance Industries Ltd.EnergyEquity6.8%
    Infosys Ltd.TechnologyEquity5.4%
    Larsen & Toubro Ltd.ConstructionEquity4.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
    Kotak Mahindra Bank Ltd.FinancialEquity3.3%
    Tata Consultancy Services Ltd.TechnologyEquity3.0%
    ITC Ltd.FMCGEquity1.9%
    Titan Company Ltd.Cons DurableEquity1.9%
    State Bank of IndiaFinancialEquity1.8%
    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
    addShibani Kurian

    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 ₹859 Cr and the Latest NAV as of 18 Oct 2019 is ₹58.14.

    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

    Compare Funds

    Kotak India EQ Contra Fund Direct Growth
    VS
    search

    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
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd