Kotak India EQ Contra Fund Direct Growth

Equity
Value Oriented
Very High Risk
23.12%
3Y annualised
+0.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Oct 2024₹178.98
Min. SIP amount₹100
Rating4
Fund size₹4,047.50Cr

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 Value Oriented
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns50.4%23.1%25.9%18.8%
Category average44.7%20.1%24.7%NA
Rank with in category887NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
FinancialEquity4.73%
TechnologyEquity4.35%
FinancialEquity3.69%
TechnologyEquity3.12%
TechnologyEquity2.93%
CommunicationEquity2.84%
EnergyEquity2.74%
Consumer StaplesEquity2.60%
FinancialEquity2.54%
AutomobileEquity2.37%
See All

Expense ratio, exit load and tax

Expense ratio: 0.55%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Shibani Sircar Kurian
May 2019 - Present
View details

Education
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Experience
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
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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