Kotak Contra Fund Growth

Kotak Contra Fund Growth

Equity
Value Oriented
Very High Risk
+20.09%
3Y annualised
-0.79% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹154.53
Min. SIP amount
Not Supported
Fund size
₹5,136.39 Cr
Expense ratio
1.84%

Holdings (61)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.61%
ICICI Bank Ltd.FinancialEquity4.57%
State Bank of IndiaFinancialEquity3.63%
Infosys Ltd.TechnologyEquity3.57%
Tech Mahindra Ltd.TechnologyEquity3.09%
Reliance Industries Ltd.EnergyEquity3.08%
Shriram Finance LtdFinancialEquity3.06%
Hero Motocorp Ltd.AutomobileEquity2.97%
Maruti Suzuki India Ltd.AutomobileEquity2.95%
Bharti Airtel Ltd.CommunicationEquity2.94%
Mphasis Ltd.TechnologyEquity2.45%
Swiggy Ltd.ServicesEquity2.41%
GE Vernova T&D India LtdCapital GoodsEquity2.20%
Poonawalla Fincorp Ltd.FinancialEquity2.16%
Fortis Healthcare Ltd.HealthcareEquity2.02%
NTPC Ltd.EnergyEquity1.99%
Bajaj Finance Ltd.FinancialEquity1.94%
Axis Bank Ltd.FinancialEquity1.89%
Ultratech Cement Ltd.ConstructionEquity1.86%
Bharat Petroleum Corporation Ltd.EnergyEquity1.79%
SRF Ltd.ChemicalsEquity1.63%
Indian BankFinancialEquity1.58%
Bharat Electronics Ltd.Capital GoodsEquity1.56%
Ipca Laboratories Ltd.HealthcareEquity1.40%
Radico Khaitan Ltd.Consumer StaplesEquity1.40%
Dalmia Bharat Ltd.ConstructionEquity1.39%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.38%
Bank Of BarodaFinancialEquity1.37%
Interglobe Aviation Ltd.ServicesEquity1.35%
Century Plyboards (India) Ltd.Consumer StaplesEquity1.29%
Jubilant Pharmova Ltd.HealthcareEquity1.21%
Hindalco Industries Ltd.Metals & MiningEquity1.17%
Global Health Ltd.HealthcareEquity1.16%
Park Medi World Ltd.HealthcareEquity1.13%
Indusind Bank Ltd.FinancialEquity1.12%
Bank of MaharashtraFinancialEquity1.11%
ITC Ltd.Consumer StaplesEquity1.05%
Jindal Steel Ltd.Metals & MiningEquity1.04%
Voltas Ltd.Consumer DiscretionaryEquity1.04%
Kalpataru Projects International Ltd.Capital GoodsEquity1.04%
SBI Life Insurance Company Ltd.InsuranceEquity1.03%
Aptus Value Housing Finance India Ltd.FinancialEquity1.01%
Metropolis Healthcare Ltd.HealthcareEquity0.99%
Larsen & Toubro Ltd.ConstructionEquity0.98%
Nuvama Wealth Management Ltd.FinancialEquity0.98%
APL Apollo Tubes Ltd.Metals & MiningEquity0.93%
Ajanta Pharma Ltd.HealthcareEquity0.92%
Canara Robeco Asset Management Company Ltd.FinancialEquity0.91%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.89%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.82%
Coromandel International Ltd.ChemicalsEquity0.80%
Sapphire Foods India Ltd.ServicesEquity0.80%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.73%
Emami Ltd.Consumer StaplesEquity0.71%
Piramal Finance Ltd.FinancialEquity0.71%
Vishal Mega Mart Ltd.ServicesEquity0.69%
Emmvee Photovoltaic Power Ltd.EnergyEquity0.51%
Tenneco Clean Air India LtdAutomobileEquity0.50%
Tata Chemicals Ltd.ChemicalsEquity0.45%
Tata Capital Ltd.FinancialEquity0.24%
Shoppers Stop Ltd.ServicesEquity0.03%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+20.1%+18.5%+16.9%+14.3%
Category average (Equity Value Oriented)+19.2%+18.8%+14.7%--
Rank (Equity Value Oriented)761--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 ₹5,69,913 Cr and the Latest NAV as of 09 Jan 2026 is ₹154.53. The Kotak Contra Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹5,69,913.46 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mailNA
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,