Kotak India EQ Contra Fund – Direct Growth

Equity · Contra
 · ★★★★
100
Min SIP
100
Min Lumpsum
0.65 %
Expense Ratio
★★★★
Rating
2,450
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 48.9% 23.9% 22.3% 17.8%
Category Average 39.7% 18.8% 18.8% -

Scheme Allocation

By Holding
By Sector
By Asset
4.68%
3.72%
2.93%
Others
81.88%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 4.68%
Reliance Industr Refineries Equity 4.05%
Infosys IT - Software Equity 3.72%
NTPC Power Generation & Distribution Equity 2.93%
Power Fin.Corpn. Finance Equity 2.74%
Hero Motocorp Automobile Equity 2.73%
Bank of Baroda Banks Equity 2.52%
Tech Mahindra IT - Software Equity 2.51%
Bharat Electron Aerospace & Defence Equity 2.31%
Bharti Airtel Telecomm-Service Equity 2.3%
GAIL (India) Gas Distribution Equity 2.3%
Sun Pharma.Inds. Pharmaceuticals Equity 2.28%
UltraTech Cem. Cement Equity 2.27%
Exide Inds. Auto Ancillaries Equity 2.11%
O N G C Crude Oil & Natural Gas Equity 2.05%
ICICI Bank Banks Equity 2.03%
Birlasoft Ltd IT - Software Equity 1.99%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.92%
Fortis Health. Healthcare Equity 1.86%
Maruti Suzuki Automobile Equity 1.76%
ITC Tobacco Products Equity 1.68%
Godrej Consumer FMCG Equity 1.62%
Sun TV Network Entertainment Equity 1.61%
IndusInd Bank Banks Equity 1.58%
Hind. Unilever FMCG Equity 1.57%
Shriram Finance Finance Equity 1.57%
Bharat Forge Castings, Forgings & Fastners Equity 1.55%
Can Fin Homes Finance Equity 1.51%
SBI Life Insuran Insurance Equity 1.5%
Zydus Lifesci. Pharmaceuticals Equity 1.47%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 1.45%
Coal India Mining & Mineral products Equity 1.43%
Oberoi Realty Realty Equity 1.37%
Interglobe Aviat Air Transport Service Equity 1.34%
Voltas Consumer Durables Equity 1.33%
Jindal Steel Steel Equity 1.32%
M & M Fin. Serv. Finance Equity 1.3%
SignatureGlobal Realty Equity 1.28%
JK Tyre & Indust Tyres Equity 1.25%
Hindalco Inds. Non Ferrous Metals Equity 1.23%
I R C T C Railways Equity 1.2%
Samvardh. Mothe. Auto Ancillaries Equity 1.19%
St Bk of India Banks Equity 1.16%
Bosch Auto Ancillaries Equity 1.15%
Ajanta Pharma Pharmaceuticals Equity 1.15%
Indian Bank Banks Equity 1.09%
Torrent Pharma. Pharmaceuticals Equity 1.06%
Axis Bank Banks Equity 0.95%
J & K Bank Banks Equity 0.95%
Kajaria Ceramics Ceramic Products Equity 0.94%
United Breweries Alcoholic Beverages Equity 0.9%
Alkem Lab Pharmaceuticals Equity 0.9%
Century Plyboard Plywood Boards/Laminates Equity 0.9%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.88%
Astra Microwave Aerospace & Defence Equity 0.87%
City Union Bank Banks Equity 0.79%
Jyoti CNC Auto. Capital Goods-Non Electrical Equipment Equity 0.6%
Tata Technolog. IT - Software Equity 0.59%
B P C L Refineries Equity 0.58%
Indian Renewable Finance Equity 0.22%
Banks
15.75%
IT-Software
8.22%
Finance
7.34%
Pharmaceuticals & Biotech
6.86%
Auto Components
5.7%
Others
56.13%
View all Sectors
Sectors Asset
Banks 15.75%
IT-Software 8.22%
Finance 7.34%
Pharmaceuticals & Biotech 6.86%
Auto Components 5.7%
Petroleum Products 4.63%
Automobiles 4.49%
Construction 3.37%
Diversified FMCG 3.25%
Aerospace & Defense 3.18%
Consumer Durables 3.17%
Power 2.93%
Realty 2.65%
Industrial Products 2.43%
Debt 2.42%
Telecom-Services 2.3%
Gas 2.3%
Cement & Cement Products 2.27%
Oil 2.05%
Healthcare Services 1.86%
Personal Products 1.62%
Entertainment 1.61%
Insurance 1.5%
Consumable Fuels 1.43%
Transport Services 1.34%
Ferrous Metals 1.32%
Non-Ferrous Metals 1.23%
Leisure Services 1.2%
Beverages 0.9%
Industrial Manufacturing 0.6%
IT-Services 0.59%
Cash & Others -0.51%
Equity
98.09%
Reverse Repos
2.42%
Net Curr Ass/Net Receivables
-0.51%

Advance Ratio

4.74
Alpha
3.97
SD
0.97
Beta
1.33
Sharpe

Exit Load

Exit Load 0.5% - For redeemed / switch out within 90 days from the date of allotment. Nil - If units are redeemed or switched out on or after 90 days from the date of allotment.

Fund Objective

To generate capital appreciation from a diversified portfolio of equity and equity related instruments.

Fund Managers

Shibani Kurian - Equity Research - Fund Manager

Before joining Kotak Mahindra Mutual Funds Online in India, Ms Shibani Kurian worked at Dawnay Day AV India Advisors Pvt Ltd and UTI AMC. Shibani Sircar Kurian has over 19 years of extensive experience in the Indian stock market. Over 11 years have been spent at Kotak Mahindra Mutual Funds Online in India Asset Management Company Limited. Her primary responsibilities are heading the equity research team and catering to equity fund management.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

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Frequently Asked Questions

How to invest in Kotak India EQ Contra Fund – Direct Growth ?

You can invest in Kotak India EQ Contra Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak India EQ Contra Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Kotak India EQ Contra Fund – Direct Growth ?

The NAV of Kotak India EQ Contra Fund – Direct Growth is ₹147 as of 29 February 2024.

How to redeem Kotak India EQ Contra Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Kotak India EQ Contra Fund – Direct Growth?

The minimum SIP amount of Kotak India EQ Contra Fund – Direct Growth is ₹100

What are the top sectors Kotak India EQ Contra Fund – Direct Growth has invested in?

The top sectors Kotak India EQ Contra Fund – Direct Growth has invested in are
  1. Banks - 15.75%
  2. IT-Software - 8.22%
  3. Finance - 7.34%
  4. Pharmaceuticals & Biotech - 6.86%
  5. Auto Components - 5.7%

Can I make investments in both the SIP and Lump Sum schemes of Kotak India EQ Contra Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Kotak India EQ Contra Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Kotak India EQ Contra Fund – Direct Growth generated ?

The Kotak India EQ Contra Fund – Direct Growth has delivered 17.8% since inception

What is the expense ratio of Kotak India EQ Contra Fund – Direct Growth ?

The expense ratio of Kotak India EQ Contra Fund – Direct Growth is 0.65 % as of 29 February 2024.

What is the AUM of Kotak India EQ Contra Fund – Direct Growth?

The AUM of Kotak India EQ Contra Fund – Direct Growth is ₹3,12,371 Cr as of 29 February 2024

What are the top stock holdings of Kotak India EQ Contra Fund – Direct Growth?

The top stock holdings of Kotak India EQ Contra Fund – Direct Growth are
  1. HDFC Bank - 4.68%
  2. Reliance Industr - 4.05%
  3. Infosys - 3.72%
  4. NTPC - 2.93%
  5. Power Fin.Corpn. - 2.74%

How can I redeem my investments in Kotak India EQ Contra Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak India EQ Contra Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now