Kotak Contra Fund Direct Growth

Kotak Contra Fund Direct Growth

+20.44%
3Y annualised
+0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Mar '26
₹169.88
Min. for SIP
₹100
Fund size
₹5,224.68 Cr
Expense ratio
0.58%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹64,601
+7.67%
3 years₹1,80,000₹2,39,140
+32.86%
5 years₹3,00,000₹4,97,986
+66.00%
10 years₹6,00,000₹16,60,861
+176.81%

Holdings (60)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity5.82%
ICICI Bank Ltd.FinancialEquity4.61%
State Bank of IndiaFinancialEquity4.18%
Shriram Finance LtdFinancialEquity3.26%
Reliance Industries Ltd.EnergyEquity3.02%
Hero Motocorp Ltd.AutomobileEquity2.89%
Infosys Ltd.TechnologyEquity2.82%
Larsen & Toubro Ltd.ConstructionEquity2.62%
NTPC Ltd.EnergyEquity2.62%
Maruti Suzuki India Ltd.AutomobileEquity2.58%
Bharti Airtel Ltd.CommunicationEquity2.58%
Fortis Healthcare Ltd.HealthcareEquity2.41%
GE Vernova T&D India LtdCapital GoodsEquity2.14%
Ultratech Cement Ltd.ConstructionEquity2.13%
Poonawalla Fincorp Ltd.FinancialEquity2.13%
Bajaj Finance Ltd.FinancialEquity2.06%
Axis Bank Ltd.FinancialEquity2.02%
Mphasis Ltd.TechnologyEquity1.99%
Tech Mahindra Ltd.TechnologyEquity1.90%
Swiggy Ltd.ServicesEquity1.85%
Bharat Electronics Ltd.Capital GoodsEquity1.71%
Bank Of BarodaFinancialEquity1.61%
Ashok Leyland Ltd.AutomobileEquity1.51%
Indusind Bank Ltd.FinancialEquity1.51%
Jindal Steel Ltd.Metals & MiningEquity1.51%
Dalmia Bharat Ltd.ConstructionEquity1.50%
Ipca Laboratories Ltd.HealthcareEquity1.49%
Park Medi World Ltd.HealthcareEquity1.46%
Indus Towers Ltd.CommunicationEquity1.41%
Indian BankFinancialEquity1.40%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.35%
SRF Ltd.ChemicalsEquity1.34%
Bank of MaharashtraFinancialEquity1.32%
Interglobe Aviation Ltd.ServicesEquity1.27%
Voltas Ltd.Consumer DiscretionaryEquity1.17%
Century Plyboards (India) Ltd.Consumer StaplesEquity1.12%
Radico Khaitan Ltd.Consumer StaplesEquity1.11%
Global Health Ltd.HealthcareEquity1.10%
Bharat Petroleum Corporation Ltd.EnergyEquity1.08%
Kalpataru Projects International Ltd.Capital GoodsEquity1.06%
Hindalco Industries Ltd.Metals & MiningEquity1.05%
SBI Life Insurance Company Ltd.InsuranceEquity1.01%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.99%
Tata Steel Ltd.Metals & MiningEquity0.99%
Ajanta Pharma Ltd.HealthcareEquity0.98%
Jubilant Pharmova Ltd.HealthcareEquity0.96%
Metropolis Healthcare Ltd.HealthcareEquity0.96%
Aptus Value Housing Finance India Ltd.FinancialEquity0.87%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.84%
Piramal Finance Ltd.FinancialEquity0.84%
Nuvama Wealth Management Ltd.FinancialEquity0.81%
ITC Ltd.Consumer StaplesEquity0.80%
Coromandel International Ltd.ChemicalsEquity0.77%
Happy Forgings Ltd.Metals & MiningEquity0.64%
Sapphire Foods India Ltd.ServicesEquity0.63%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.59%
Kotak Mahindra Bank Ltd.FinancialEquity0.58%
Vishal Mega Mart Ltd.ServicesEquity0.58%
Tenneco Clean Air India LtdAutomobileEquity0.57%
Emmvee Photovoltaic Power Ltd.EnergyEquity0.23%
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+20.4%+16.6%+17.8%+16.1%
Category average (Equity Value Oriented)+19.2%+18.8%+14.7%--
Rank (Equity Value Oriented)671--

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 ₹5,95,414 Cr and the Latest NAV as of 16 Mar 2026 is ₹169.88. 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₹5,95,413.81 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,