Kotak India EQ Contra Fund - Direct (D)

Kotak India EQ Contra Fund - Direct (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 01-Jan-2013
Scheme AUM(CR) ` 874.46
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,5,7,10,14,15,20
Entry Load 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 1.15

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 1.49% 1.70%
3 Month 8.49% 8.93%
6 Month 1.73% 2.33%
1 Year 10.34% 11.99%
3 Year 16.02% 14.54%
5 Year 11.19% 9.69%
Since Inception 13.37% 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