Kotak Contra Fund Growth

Kotak Contra Fund Growth

Equity
Value Oriented
Very High Risk
+20.96%
3Y annualised
+0.43% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb '26
₹155.76
Min. for SIP
Not Supported
Fund size
₹5,086.82 Cr
Expense ratio
1.83%

Holdings (59)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.26%
ICICI Bank Ltd.FinancialEquity4.66%
State Bank of IndiaFinancialEquity4.02%
Infosys Ltd.TechnologyEquity3.66%
Tech Mahindra Ltd.TechnologyEquity3.21%
Shriram Finance LtdFinancialEquity3.17%
Reliance Industries Ltd.EnergyEquity3.10%
Hero Motocorp Ltd.AutomobileEquity2.88%
Bharti Airtel Ltd.CommunicationEquity2.78%
Maruti Suzuki India Ltd.AutomobileEquity2.61%
NTPC Ltd.EnergyEquity2.51%
Mphasis Ltd.TechnologyEquity2.45%
GE Vernova T&D India LtdCapital GoodsEquity2.29%
Ultratech Cement Ltd.ConstructionEquity2.19%
Fortis Healthcare Ltd.HealthcareEquity2.09%
Axis Bank Ltd.FinancialEquity2.06%
Bajaj Finance Ltd.FinancialEquity1.98%
Swiggy Ltd.ServicesEquity1.95%
Poonawalla Fincorp Ltd.FinancialEquity1.92%
Bharat Electronics Ltd.Capital GoodsEquity1.77%
Indian BankFinancialEquity1.74%
Bharat Petroleum Corporation Ltd.EnergyEquity1.71%
Dalmia Bharat Ltd.ConstructionEquity1.60%
Bank Of BarodaFinancialEquity1.53%
SRF Ltd.ChemicalsEquity1.51%
Ipca Laboratories Ltd.HealthcareEquity1.47%
Jindal Steel Ltd.Metals & MiningEquity1.41%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.32%
Indusind Bank Ltd.FinancialEquity1.31%
Hindalco Industries Ltd.Metals & MiningEquity1.28%
Century Plyboards (India) Ltd.Consumer StaplesEquity1.26%
Larsen & Toubro Ltd.ConstructionEquity1.25%
Interglobe Aviation Ltd.ServicesEquity1.24%
Radico Khaitan Ltd.Consumer StaplesEquity1.22%
Park Medi World Ltd.HealthcareEquity1.19%
Bank of MaharashtraFinancialEquity1.18%
Jubilant Pharmova Ltd.HealthcareEquity1.12%
Global Health Ltd.HealthcareEquity1.04%
Voltas Ltd.Consumer DiscretionaryEquity1.02%
SBI Life Insurance Company Ltd.InsuranceEquity1.02%
Aptus Value Housing Finance India Ltd.FinancialEquity1.01%
APL Apollo Tubes Ltd.Metals & MiningEquity1.00%
Kalpataru Projects International Ltd.Capital GoodsEquity1.00%
Metropolis Healthcare Ltd.HealthcareEquity0.97%
Ajanta Pharma Ltd.HealthcareEquity0.94%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.92%
Nuvama Wealth Management Ltd.FinancialEquity0.90%
ITC Ltd.Consumer StaplesEquity0.85%
Piramal Finance Ltd.FinancialEquity0.82%
Coromandel International Ltd.ChemicalsEquity0.81%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.79%
Canara Robeco Asset Management Company Ltd.FinancialEquity0.73%
Emami Ltd.Consumer StaplesEquity0.66%
Vishal Mega Mart Ltd.ServicesEquity0.64%
Sapphire Foods India Ltd.ServicesEquity0.60%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.60%
Ashok Leyland Ltd.AutomobileEquity0.59%
Tenneco Clean Air India LtdAutomobileEquity0.52%
Emmvee Photovoltaic Power Ltd.EnergyEquity0.51%
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+21.0%+17.1%+17.6%+14.3%
Category average (Equity Value Oriented)+19.2%+18.8%+14.7%--
Rank (Equity Value Oriented)772--

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 ₹5,78,989 Cr and the Latest NAV as of 20 Feb 2026 is ₹155.76. 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₹5,78,989.20 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,