Kotak India EQ Contra Fund – Direct Growth

Equity · Contra
 · ★★★★
100
Min SIP
100
Min Lumpsum
0.7 %
Expense Ratio
★★★★
Rating
1,792
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 25 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 21.1% 27.5% 16.4% 16.2%
Category Average 18.3% 24.9% 14.4% -

Scheme Allocation

By Holding
By Sector
By Asset
5.18%
4.63%
2.85%
Others
81.6%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 5.18%
Infosys IT - Software Equity 4.63%
Reliance Industr Refineries Equity 2.94%
ICICI Bank Banks Equity 2.85%
Tech Mahindra IT - Software Equity 2.8%
NTPC Power Generation & Distribution Equity 2.56%
UltraTech Cem. Cement Equity 2.53%
ITC Tobacco Products Equity 2.49%
Bharti Airtel Telecomm-Service Equity 2.3%
Exide Inds. Auto Ancillaries Equity 2.29%
Power Fin.Corpn. Finance Equity 2.28%
Maruti Suzuki Automobile Equity 2.27%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.08%
Sun Pharma.Inds. Pharmaceuticals Equity 2.06%
GAIL (India) Gas Distribution Equity 2%
Fortis Health. Healthcare Equity 1.95%
O N G C Crude Oil & Natural Gas Equity 1.93%
Hero Motocorp Automobile Equity 1.86%
Bharat Electron Electronics Equity 1.86%
Axis Bank Banks Equity 1.84%
Bharat Forge Castings, Forgings & Fastners Equity 1.84%
M & M Fin. Serv. Finance Equity 1.82%
Persistent Sys IT - Software Equity 1.82%
Godrej Consumer FMCG Equity 1.79%
IndusInd Bank Banks Equity 1.79%
Bank of Baroda Banks Equity 1.77%
Birlasoft Ltd IT - Software Equity 1.63%
Jindal Steel Steel Equity 1.63%
Hind. Unilever FMCG Equity 1.62%
Oberoi Realty Realty Equity 1.58%
Federal Bank Banks Equity 1.57%
Sun TV Network Entertainment Equity 1.54%
Zydus Lifesci. Pharmaceuticals Equity 1.49%
SBI Life Insuran Insurance Equity 1.44%
Interglobe Aviat Air Transport Service Equity 1.36%
Hindalco Inds. Non Ferrous Metals Equity 1.34%
St Bk of India Banks Equity 1.32%
Can Fin Homes Finance Equity 1.32%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 1.3%
Ajanta Pharma Pharmaceuticals Equity 1.25%
Bosch Auto Ancillaries Equity 1.24%
Whirlpool India Consumer Durables Equity 1.2%
Shriram Finance Finance Equity 1.13%
Torrent Pharma. Pharmaceuticals Equity 1.06%
H P C L Refineries Equity 1.04%
United Breweries Alcoholic Beverages Equity 1.03%
AU Small Finance Banks Equity 1.02%
Kajaria Ceramics Ceramic Products Equity 0.98%
ICICI Lombard Insurance Equity 0.97%
Century Plyboard Miscellaneous Equity 0.94%
Alkem Lab Pharmaceuticals Equity 0.89%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.89%
Bandhan Bank Banks Equity 0.87%
Astra Microwave Telecomm Equipment & Infra Services Equity 0.82%
J & K Bank Banks Equity 0.73%
Container Corpn. Logistics Equity 0.65%
Jubilant Food. Quick Service Restaurant Equity 0.4%
Jio Financial Finance Equity 0.29%
Bharti Airtel PP Telecomm-Service Equity 0.09%
Banks
19.1%
IT-Software
8.34%
Pharmaceuticals & Biotech
7.03%
Finance
6.46%
Diversified FMCG
4.73%
Others
54.34%
View all Sectors
Sectors Asset
Banks 19.1%
IT-Software 8.34%
Pharmaceuticals & Biotech 7.03%
Finance 6.46%
Diversified FMCG 4.73%
Petroleum Products 4.33%
Automobiles 4.19%
Industrial Products 3.96%
Construction 3.48%
Auto Components 3.44%
Cement & Cement Products 3.38%
Gas 3.32%
Aerospace & Defense 2.62%
Consumer Durables 2.61%
Telecom-Services 2.51%
Power 2.45%
Insurance 2.38%
Transport Services 2.13%
Personal Products 1.86%
Healthcare Services 1.85%
Ferrous Metals 1.61%
Realty 1.59%
Oil 1.48%
Debt 1.13%
Entertainment 1.08%
Beverages 1.06%
Non-Ferrous Metals 1.04%
Cash & Others 0.46%
Leisure Services 0.38%
Equity
98.17%
Reverse Repos
2.57%
Net Curr Ass/Net Receivables
-0.73%

Advance Ratio

4.27
Alpha
3.94
SD
0.92
Beta
1.79
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

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 ₹117.8 as of 25 September 2023.

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 - 19.1%
  2. IT-Software - 8.34%
  3. Pharmaceuticals & Biotech - 7.03%
  4. Finance - 6.46%
  5. Diversified FMCG - 4.73%

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 16.2% 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 0.7 % as of 25 September 2023.

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 25 September 2023

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 - 5.18%
  2. Infosys - 4.63%
  3. Reliance Industr - 2.94%
  4. ICICI Bank - 2.85%
  5. Tech Mahindra - 2.8%

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