Kotak Contra Fund Direct Growth

Kotak Contra Fund Direct Growth

+12.92%
3Y annualised
-1.70% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Oct '26
₹167.44
Min. for SIP
₹100
Fund size (AUM)
₹5,196.35 Cr
Expense ratio
0.80%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,189
-4.69%
3 years₹1,80,000₹1,84,313
+2.40%
5 years₹3,00,000₹3,89,796
+29.93%
10 years₹6,00,000₹13,18,578
+119.76%

Holdings (65)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity5.93%
HDFC Bank LtdFinancialEquity5.06%
State Bank of IndiaFinancialEquity3.24%
Reliance Industries LtdEnergy & UtilitiesEquity2.70%
Hero Motocorp LtdConsumer DiscretionaryEquity2.67%
Shriram Transport Finance Company LtdFinancialEquity2.53%
Larsen & Toubro LtdIndustrialsEquity2.50%
NTPC LtdEnergy & UtilitiesEquity2.46%
Bharti Airtel LtdTechnologyEquity2.42%
Swiggy Ltd.TechnologyEquity2.26%
Tech Mahindra LtdTechnologyEquity2.10%
Poonawalla Fincorp LtdFinancialEquity2.09%
Mphasis LtdTechnologyEquity2.00%
Fortis Healthcare LtdHealthcareEquity1.98%
Maruti Suzuki India LtdConsumer DiscretionaryEquity1.96%
INDO-MIM Ltd.IndustrialsEquity1.93%
Ultratech Cement LtdMaterialsEquity1.85%
Infosys LtdTechnologyEquity1.83%
Park Medi World Ltd.HealthcareEquity1.77%
Indus Towers LtdTechnologyEquity1.70%
Sun Pharmaceutical Industries LtdHealthcareEquity1.70%
Ipca Laboratories LtdHealthcareEquity1.68%
Indian BankFinancialEquity1.63%
RepoUnspecifiedRepo1.51%
The Jammu & Kashmir Bank LtdFinancialEquity1.50%
Bharat Electronics LtdIndustrialsEquity1.50%
Bajaj Finance LtdFinancialEquity1.49%
Axis Bank LtdFinancialEquity1.48%
DEWAN HOUSING FINANCE CORP. LTD. EQFinancialEquity1.44%
Indusind Bank LtdFinancialEquity1.43%
Schaeffler India LtdIndustrialsEquity1.42%
Jindal Steel & Power LtdMaterialsEquity1.38%
V-Guard Industries LtdIndustrialsEquity1.33%
Interglobe Aviation LtdIndustrialsEquity1.32%
Bank of MaharashtraFinancialEquity1.32%
Molbio Diagnostics Ltd.HealthcareEquity1.31%
SRF LtdMaterialsEquity1.30%
Dalmia Bharat LtdMaterialsEquity1.28%
Astra Microwave Products LtdTechnologyEquity1.27%
Kalpataru Power Transmission LtdIndustrialsEquity1.19%
Ajanta Pharma LtdHealthcareEquity1.19%
GE T&D India LtdIndustrialsEquity1.18%
Ashok Leyland LtdIndustrialsEquity1.11%
Metropolis Healthcare LtdHealthcareEquity1.10%
Tata Steel LtdMaterialsEquity1.10%
UNO Minda LtdConsumer DiscretionaryEquity1.07%
Kei Industries LtdIndustrialsEquity1.06%
Century Plyboards (India) LtdMaterialsEquity1.05%
DLF LtdReal EstateEquity1.04%
Radico Khaitan LtdConsumer StaplesEquity1.02%
Tenneco Clean Air India Ltd.Consumer DiscretionaryEquity0.98%
Pine Labs Ltd.TechnologyEquity0.97%
Godrej Consumer Products LtdConsumer StaplesEquity0.95%
Sequent Scientific LtdHealthcareEquity0.90%
SBI Funds Management LtdFinancialEquity0.87%
Hindalco Industries LtdMaterialsEquity0.80%
Axiscades Technologies LtdIndustrialsEquity0.68%
The South Indian Bank LtdFinancialEquity0.67%
Vishal Mega Mart Ltd.Consumer StaplesEquity0.66%
L&T Finance Holdings LtdFinancialEquity0.65%
Global Health LtdHealthcareEquity0.57%
ITC LtdConsumer StaplesEquity0.56%
Lumino Industries Ltd.IndustrialsEquity0.44%
National Stock Exchange Of India Ltd EquityFinancialEquity0.38%
Net PayablesUnspecifiedNet Payables-0.46%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+12.9%+12.3%+15.5%+15.4%
Category average (Equity Value Oriented)+12.2%+12.1%+13.7%+15.1%
Rank (Equity Value Oriented)971--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Fund management

SSK
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.

About Kotak Contra Fund Direct Growth

Kotak Contra Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Shibani Sircar Kurian is the Current Fund Manager of Kotak Contra Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,92,379 Cr and the Latest NAV as of 23 Oct 2026 is ₹167.44. The Kotak Contra Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1% if redeemed within 90 days. ;

Investment Objective

The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#5 in India
Total AUM₹5,92,379.05 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mail--
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianDeutsche Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,