Kotak India EQ Contra Fund Regular Dividend0.00%

4Groww
15.47%
1 Year Return
Equity
Contra
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak India EQ Contra Fund Regular Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.45%
NAV20.70 (20 Feb 2020)
Fund Started27 Jul 2005
Fund Size900 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak India EQ Contra Fund Regular Dividend
15.5%
12.7%
8.8%
12.6%
Category Average
15.9%
NA
NA
-
Rank within category
3
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
    0
    with 15.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Higher expense ratio
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity8.1%
    HDFC Bank Ltd.FinancialEquity7.8%
    Reliance Industries Ltd.EnergyEquity6.7%
    Infosys Ltd.TechnologyEquity5.0%
    Larsen & Toubro Ltd.ConstructionEquity4.2%
    Axis Bank Ltd.FinancialEquity3.4%
    Ultratech Cement Ltd.ConstructionEquity2.9%
    Kotak Mahindra Bank Ltd.FinancialEquity2.7%
    Bharti Airtel Ltd.CommunicationEquity2.5%
    AU Small Finance Bank Ltd.FinancialEquity2.3%
    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 Regular Dividend is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 27 Jul 2005. Deepak Gupta is the Current Fund Manager of Kotak India EQ Contra Fund Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹900 Cr and the Latest NAV as of 20 Feb 2020 is ₹20.70.

    The Kotak India EQ Contra Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is 1000. 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)

    Not Supported
    Min for First Investment
    Not Supported
    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
    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,
    Invest Now
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