Kotak Contra Fund Direct Growth

Equity
Value Oriented
Very High Risk
22.49%
3Y annualised
+0.72% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2025
₹176.05
Rating
3
Min. SIP amount
₹100
Fund size
₹4,471.76Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (57)

NameSectorInstrumentAssets
FinancialEquity7.07%
FinancialEquity5.79%
FinancialEquity3.38%
EnergyEquity3.28%
TechnologyEquity3.18%
CommunicationEquity3.07%
TechnologyEquity2.86%
ServicesEquity2.60%
TechnologyEquity2.56%
FinancialEquity2.40%
AutomobileEquity2.26%
FinancialEquity2.23%
ConstructionEquity2.22%
Capital GoodsEquity2.20%
HealthcareEquity2.14%
EnergyEquity2.09%
FinancialEquity1.96%
DiversifiedEquity1.86%
FinancialEquity1.82%
FinancialEquity1.82%
EnergyEquity1.76%
Capital GoodsEquity1.72%
Consumer StaplesEquity1.63%
ServicesEquity1.63%
AutomobileEquity1.60%
EnergyEquity1.55%
HealthcareEquity1.55%
Consumer StaplesEquity1.45%
HealthcareEquity1.44%
HealthcareEquity1.35%
FinancialEquity1.29%
FinancialEquity1.27%
Consumer StaplesEquity1.21%
HealthcareEquity1.17%
Consumer DiscretionaryEquity1.16%
Capital GoodsEquity1.14%
ServicesEquity1.13%
EnergyEquity1.11%
ChemicalsEquity1.09%
Consumer StaplesEquity1.02%
FinancialEquity1.02%
ConstructionEquity1.00%
ConstructionEquity0.99%
HealthcareEquity0.99%
HealthcareEquity0.97%
Consumer StaplesEquity0.93%
Metals & MiningEquity0.89%
ServicesEquity0.88%
TechnologyEquity0.85%
Consumer StaplesEquity0.84%
ServicesEquity0.81%
FinancialEquity0.80%
HealthcareEquity0.79%
FinancialEquity0.65%
Metals & MiningEquity0.62%
Capital GoodsEquity0.60%
ChemicalsEquity0.60%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Value Oriented
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-2.2%22.5%24.9%17.2%
Category average-7.2%19.5%22.0%NA
Rank with in category966NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.57%

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

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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