Kotak India EQ Contra Fund
1,000
Min SIP
5,000
Min Lumpsum
0.77 %
Expense Ratio
Rating
1,526
Fund Size (in Cr)
10 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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22.6% | 28.2% | 14.8% | 15.7% | ||||
| Category Average | 16% | 25.7% | 12.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
Infosys
St Bk of India
Reliance Industr
Others
Advance Ratio
0.31
Alpha
4.18
SD
0.92
Beta
0.53
Sharpe
Exit Load
| Exit Load | 1% - 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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Contra .
-
- 9,703
-
15.1%Fund Size - 9,703
-
25.9%Fund Size - 9,703
-
13.3%Fund Size - 9,703
-
- Equity .
- Contra .
-
- 9,719
-
27.2%Fund Size - 9,719
-
42.1%Fund Size - 9,719
-
18.1%Fund Size - 9,719
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 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 ?
You can invest in Kotak India EQ Contra Fund 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 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 ?
The NAV of Kotak India EQ Contra Fund is ₹107.2 as of 07 June 2023.
How to redeem Kotak India EQ Contra Fund 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?
The minimum SIP amount of Kotak India EQ Contra Fund is ₹1000
What are the top sectors Kotak India EQ Contra Fund has invested in??
The top sectors Kotak India EQ Contra Fund has invested in are
- ICICI Bank - 4.9%
- HDFC Bank - 4.46%
- Infosys - 3.72%
- St Bk of India - 3.5%
- Reliance Industr - 3.47%
How much returns have Kotak India EQ Contra Fund generated ?
The Kotak India EQ Contra Fund has delivered 15.7% since inception
What is the expense ratio of Kotak India EQ Contra Fund ?
The expense ratio of Kotak India EQ Contra Fund is 0.77 % as of 07 June 2023.
What is the AUM of Kotak India EQ Contra Fund?
The AUM of Kotak India EQ Contra Fund is ₹2,83,896 Cr as of 07 June 2023
What are the top stock holdings of Kotak India EQ Contra Fund?
The top stock holdings of Kotak India EQ Contra Fund are
- ICICI Bank - 4.9%
- HDFC Bank - 4.46%
- Infosys - 3.72%
- St Bk of India - 3.5%
- Reliance Industr - 3.47%