Kotak Contra Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-1.3% AnnuallyAlpha
+14.2% vs +9.9% benchmarkSince Inception
+13.7% vs +6.3% benchmark3Y Annualized
+13.1% vs +6.5% benchmark5Y Annualized
Kotak Contra Fund
Benchmark Index
Benchmark Performance Comparison
Kotak India Eq Contra Fund
NIFTY 50
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)