Kotak India EQ Contra Fund (D)

Kotak India EQ Contra Fund (D)

AMC Name: Kotak Mahindra Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 100 TRI
Fund Manager Shibani Kurian
Fund Horizon OPEN
Inception Date 27-Jul-2005
Scheme AUM(CR) ` 818.78
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,5,7,10,14,15,20
Entry Load 1.00% - For redemption / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%. Nil - For redemption / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective ot the amount of investment: Nil.
Exit Load 1.00% - For redemption / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%. Nil - For redemption / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective ot the amount of investment: Nil.
Expense Ratio 2.58

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -1.33% -1.55%
3 Month -6.82% -6.11%
6 Month -5.83% -4.77%
1 Year -5.77% -3.67%
3 Year 8.73% 8.23%
5 Year 8.20% 7.76%
Since Inception 11.84% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others