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Kotak Contra Fund-Reg(G)

As on Jul-14-2025 change fund
150.74  up0.14 (0.09%)

fund objective

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

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)69.7782.7286.20127.94137.21
Net Assets(Rs Crores) (as on 31-Mar-2025) 942.73 1255.46 1467.20 2672.12 3934.53
Scheme Returns(%)(Absolute)83.4417.053.1648.165.95
B'mark Returns(%)(Absolute)NANANANANA
Category Rank2/33/32/31/32/3
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2025-202610.72NANANA
2024-202514.477.12-6.88-6.07
2023-202412.026.6216.196.94
2022-2023-9.1910.856.41-2.71
2021-20228.4910.22-1.090.23
Top 10 holdings
company (%)
HDFC Bank Ltd.6.96 
ICICI Bank Ltd.5.61 
Reliance Industries Ltd.3.52 
State Bank Of India3.46 
Infosys Ltd.3.36 
Bharti Airtel Ltd.3.20 
Tech Mahindra Ltd.2.93 
Mphasis Ltd.2.78 
Poonawalla Fincorp Ltd.2.63 
Shriram Finance Ltd.2.48 

Category

Contra

Launch Date

27-Jul-05

Scheme Benchmark

NA

AUM ( in Cr.)

4,502.48

portfolio price to book value

6.27

investing style?

Large Growth

fund manager?

Shibani Kurian

inception date (regular plan)

27-Jul-05

expense ratio (regular plan) %

1.87

Top 10 sectors
sectors (%)
Bank - Private17.22
IT - Software10.08
Bank - Public6.30
Refineries5.28
Finance - NBFC5.11
Pharmaceuticals & Drugs4.06
Hospital & Healthcare Services3.73
Power Generation/Distribution3.22
Telecommunication - Service Provider3.20
Defence2.86

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Kotak Contra Fund-Reg(G)Large-Growth 27-Jul-20054,502.480.7725.1825.3715.3414.54
SBI Contra Fund-Reg(G)Large-Growth 05-Jul-199947,389.620.5624.9132.7215.9419.24
Invesco India Contra Fund(G)Large-Growth 11-Apr-200719,257.406.1424.2524.3015.7215.38
Attention InvestorsKYC
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ARN Initial Registration Date: 05-Mar-2013

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