Kotak Contra Fund Growth
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-1.3% AnnuallyAlpha
+13.4% vs +9.5% benchmarkSince Inception
+12.2% vs +5.7% benchmark3Y Annualized
+11.0% vs +4.7% benchmark5Y Annualized
Kotak Contra Fund Growth
Benchmark Index
Benchmark Performance Comparison
Kotak India EQ Contra Fund
NIFTY 50
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile
Standard Deviation16.0%
Sharpe Ratio-0.10
Beta1.00
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services7.11%
ICICI Bank LtdFinancial Services6.01%
State Bank of IndiaFinancial Services3.75%
Reliance Industries LtdEnergy & Infra3.51%
Infosys LtdTechnology3.30%
Bharti Airtel LtdServices3.11%
Tech Mahindra LtdTechnology2.87%
Mphasis LtdTechnology2.51%
Zen Technologies LtdCapital Goods2.47%
Axis Bank LtdFinancial Services2.43%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.86%
Exit Load1
Regulatory & Tax Information
INF174K01245
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)