Kotak Contra Fund Growth

Kotak Contra Fund Growth

+16.67%
3Y annualised
+0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Jun '26
₹147.10
Min. for SIP
₹100
Fund size (AUM)
₹5,153.86 Cr
Expense ratio
1.89%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,778
-2.04%
3 years₹1,80,000₹1,97,069
+9.48%
5 years₹3,00,000₹4,08,247
+36.08%
10 years₹6,00,000₹13,22,907
+120.48%

Holdings (62)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity5.61%
ICICI Bank LtdFinancialEquity4.52%
State Bank of IndiaFinancialEquity3.63%
Reliance Industries LtdEnergy & UtilitiesEquity3.28%
NTPC LtdEnergy & UtilitiesEquity2.93%
Larsen & Toubro LtdIndustrialsEquity2.69%
Bharti Airtel LtdTechnologyEquity2.63%
Hero Motocorp LtdConsumer DiscretionaryEquity2.62%
Shriram Transport Finance Company LtdFinancialEquity2.61%
Fortis Healthcare LtdHealthcareEquity2.39%
Maruti Suzuki India LtdConsumer DiscretionaryEquity2.35%
Axis Bank LtdFinancialEquity2.15%
Tech Mahindra LtdTechnologyEquity2.09%
Mphasis LtdTechnologyEquity2.00%
Poonawalla Fincorp LtdFinancialEquity1.98%
Ultratech Cement LtdMaterialsEquity1.97%
Bajaj Finance LtdFinancialEquity1.97%
Park Medi World Ltd.HealthcareEquity1.90%
Swiggy Ltd.TechnologyEquity1.84%
Infosys LtdTechnologyEquity1.81%
GE T&D India LtdIndustrialsEquity1.81%
Bharat Electronics LtdIndustrialsEquity1.68%
Radico Khaitan LtdConsumer StaplesEquity1.62%
Ipca Laboratories LtdHealthcareEquity1.51%
Jindal Steel & Power LtdMaterialsEquity1.50%
Indus Towers LtdTechnologyEquity1.49%
Indusind Bank LtdFinancialEquity1.47%
Dalmia Bharat LtdMaterialsEquity1.46%
DEWAN HOUSING FINANCE CORP. LTD. EQFinancialEquity1.42%
Bank of MaharashtraFinancialEquity1.40%
SRF LtdMaterialsEquity1.33%
Bank Of BarodaFinancialEquity1.33%
RepoUnspecifiedRepo1.33%
Coal India LtdMaterialsEquity1.32%
Aptus Value Housing Finance India LtdFinancialEquity1.29%
Tata Steel LtdMaterialsEquity1.27%
Century Plyboards (India) LtdMaterialsEquity1.23%
Global Health LtdHealthcareEquity1.21%
Hindalco Industries LtdMaterialsEquity1.20%
Godrej Consumer Products LtdConsumer StaplesEquity1.20%
Ashok Leyland LtdIndustrialsEquity1.18%
Kei Industries LtdIndustrialsEquity1.17%
Indian BankFinancialEquity1.14%
Interglobe Aviation LtdIndustrialsEquity1.14%
Voltas LtdIndustrialsEquity1.09%
Kalpataru Power Transmission LtdIndustrialsEquity1.08%
Jubilant Pharmova LtdHealthcareEquity1.04%
Astra Microwave Products LtdTechnologyEquity1.04%
UNO Minda LtdConsumer DiscretionaryEquity1.03%
The Jammu & Kashmir Bank LtdFinancialEquity1.00%
JB Chemicals & Pharmaceuticals LtdHealthcareEquity0.99%
Metropolis Healthcare LtdHealthcareEquity0.97%
Power Finance Corporation LtdFinancialEquity0.96%
Ajanta Pharma LtdHealthcareEquity0.94%
Vishal Mega Mart Ltd.Consumer StaplesEquity0.81%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.73%
ITC LtdConsumer StaplesEquity0.67%
Happy Forgings Ltd.MaterialsEquity0.65%
Tenneco Clean Air India Ltd.Consumer DiscretionaryEquity0.62%
Kotak Mahindra Bank LtdFinancialEquity0.54%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity0.36%
Net PayablesUnspecifiedNet Payables-0.19%
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+16.7%+14.7%+15.4%+13.8%
Category average (Equity Value Oriented)+19.2%+18.8%+14.7%--
Rank (Equity Value Oriented)953--

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 Growth

Kotak Contra Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,91,225 Cr and the Latest NAV as of 05 Jun 2026 is ₹147.10. The Kotak Contra Fund 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₹5,91,224.54 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,