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Kotak India EQ Contra Fund(G)

As on Mar-24-2023 change fund
84.44  up-0.78 (-0.91%)

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 year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)52.6839.4169.7782.7284.44
Net Assets(Rs Crores) (as on 24-Mar-2023) 764.91 631.39 942.73 1255.46 1440.67
Scheme Returns(%)(Absolute)10.08-25.4083.4417.051.05
B'mark Returns(%)(Absolute)NANANANANA
Category Rank1/32/32/33/32/3
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-9.1910.856.41NA
2021-20228.4910.22-1.090.23
2020-202120.4210.2921.1410.05
2019-20200.98-0.944.45-28.41
2018-20195.490.67-0.185.30
Top 10 holdings
company (%)
Infosys Ltd.5.24 
ICICI Bank Ltd.4.84 
HDFC Bank Ltd.4.48 
Reliance Industries Ltd.3.53 
Larsen & Toubro Ltd.3.39 
State Bank Of India3.35 
Axis Bank Ltd.3.22 
ITC Ltd.2.71 
Ultratech Cement Ltd.2.61 
Bharti Airtel Ltd.2.59 

Category

Contra

Launch Date

27-Jul-05

Scheme Benchmark

NA

AUM ( in Cr.)

1,440.67

portfolio price to book value

4.36

investing style?

Large Growth

fund manager?

Shibani Kurian

inception date (regular plan)

27-Jul-05

expense ratio (regular plan) %

2.26

Top 10 sectors
sectors (%)
Bank - Private16.94
IT - Software10.38
Pharmaceuticals & Drugs6.31
Bank - Public4.93
Household & Personal Products4.47
Cement & Construction Materials3.99
Automobiles - Passenger Cars3.67
Refineries3.53
Engineering - Construction3.39
Finance - Housing3.01

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

to go
  • 1M
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  • 6M
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  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Kotak India EQ Contra Fund(G)Large-Growth 27-Jul-20051,440.673.8732.7912.6514.0412.83
SBI Contra Fund-Reg(G)Large-Growth 14-Jul-19998,340.6513.0847.3015.0414.7218.06
Invesco India Contra Fund(G)Large-Growth 11-Apr-20079,347.620.4730.2211.0216.7613.42
Attention InvestorsKYC
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