132.52
NAV (Apr 26,2024)

Invest in the Kotak India EQ Contra Fund - Growth for potential growth and diversification. With a low expense ratio of 1.95%, this fund provides exposure to undervalued Indian equities. The fund has a PE ratio of 32.71 and a PB ratio of 4.73, indicating its attractiveness in terms of valuation. With an established date of July 27, 2005, and a minimum investment of ₹100, this fund offers an excellent opportunity for long-term investors. Its scheme AUM stands at ₹2567.44.

Kotak India Eq Contra Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Kotak India Eq Contra Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    33.19
  • P/B Ratio
    UM_URBAN_MONEY

    4.80
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    1.03
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.94%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

2672.11 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,916.34 (9.16%)13,191.38 (31.91%)15,087.09 (50.87%)19,499.44 (94.99%)25,086.83 (150.87%)
32,749.02 (9.16%)39,574.14 (31.91%)45,261.27 (50.87%)58,498.32 (94.99%)75,260.49 (150.87%)
54,581.7 (9.16%)65,956.9 (31.91%)75,435.45 (50.87%)97,497.2 (94.99%)1,25,434.15 (150.87%)
87,330.72 (9.16%)1,05,531.04 (31.91%)1,20,696.72 (50.87%)1,55,995.52 (94.99%)2,00,694.64 (150.87%)
1,09,163.4 (9.16%)1,31,913.8 (31.91%)1,50,870.9 (50.87%)1,94,994.4 (94.99%)2,50,868.3 (150.87%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI BANK LTD5.15%
  • HDFC BANK LTD4.49%
  • RELIANCE INDUSTRIES LTD3.87%
  • Infosys Ltd3.44%
  • Triparty Repo3.37%
  • NATIONAL THERMAL POWER CORPORATION LTD2.64%
  • Hero MotoCorp Ltd2.56%
  • SUN PHARMACEUTICAL INDUSTRIES LTD2.39%
  • BHARTI AIRTEL LTD2.22%
  • GAIL India Ltd2.21%
  • Power Finance Corporation Ltd2.21%
  • Maruti Suzuki India Limited2.16%
  • Tech Mahindra Ltd2.16%
  • STATE BANK OF INDIA2.09%
  • Bharat Electronics Ltd2.04%
  • Ultratech Cement Ltd2.00%
  • Oil And Natural Gas Corporation Ltd2.00%
  • Larsen and Toubro Ltd1.91%
  • Godrej Consumer Products Ltd1.90%
  • BANK OF BARODA1.82%
  • KALPATARU PROJECTS INTERNATIONAL LIMITED1.79%
  • Zydus Lifesciences Ltd1.77%
  • Exide Industries Ltd1.67%
  • Wipro Ltd1.62%
  • SBI Life Insurance Company Ltd1.54%
  • Radico Khaitan Ltd1.53%
  • ITC Ltd1.50%
  • Inter Globe Aviation Ltd1.48%
  • INDUSIND BANK LTD1.46%
  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD1.41%
  • Oberoi Realty Limited1.40%
  • SHRIRAM FINANCE LIMITED1.38%
  • Can Fin Homes Ltd1.35%
  • Sun TV Network Limited1.35%
  • Hindustan Unilever Ltd1.31%
  • BHARAT FORGE LTD1.30%
  • Voltas Ltd1.23%
  • INDIAN BANK1.16%
  • Bharat Petroleum Corporation Ltd1.15%
  • Mahindra & Mahindra Financial Services Ltd1.15%
  • Jindal Steel & Power Ltd1.14%
  • Hindalco Industries Ltd1.09%
  • Ajanta Pharma Ltd1.08%
  • Cummins India Ltd1.05%
  • Indian Railway Catering And Tourism Corporation Lt1.04%
  • Fortis Healthcare India Ltd1.03%
  • Torrent Pharmaceuticals Ltd1.00%
  • Alkem Laboratories Ltd0.98%
  • Mphasis Ltd0.97%
  • JK Tyre & Industries Ltd0.94%
  • THE JAMMU AND KASHMIR BANK LTD0.87%
  • AXIS BANK LTD0.86%
  • ASTRA MICROWAVE PRODUCTS LTD0.83%
  • Aavas Financiers Ltd0.81%
  • JYOTI CNC AUTOMATION LTD0.81%
  • United Breweries Ltd0.79%
  • PVR LTD0.75%
  • Coal India Limited0.75%
  • G R Infraprojects Limited0.73%
  • Kajaria Ceramics Ltd0.72%
  • Century Plyboards India Ltd0.67%
  • GPT HEALTHCARE LIMITED0.24%
  • Net Current Assets Liabilities-0.34%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

SBI Contra Fund - Regular Plan - IDCWSBI Contra Fund - Regular Plan - IDCW

EQUITY

Very High

24.43%

Invesco India Contra Fund - GrowthInvesco India Contra Fund - Growth

EQUITY

Very High

20.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Contra Fund - Regular Plan - IDCWSBI Contra Fund - Regular Plan - IDCW

EQUITY

Very High

49.11%

Invesco India Contra Fund - GrowthInvesco India Contra Fund - Growth

EQUITY

Very High

35.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Contra Fund - Regular Plan - IDCWSBI Contra Fund - Regular Plan - IDCW

EQUITY

Very High

32.09%

Invesco India Contra Fund - GrowthInvesco India Contra Fund - Growth

EQUITY

Very High

19.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Contra Fund - Regular Plan - IDCWSBI Contra Fund - Regular Plan - IDCW

EQUITY

Very High

25.53%

Invesco India Contra Fund - GrowthInvesco India Contra Fund - Growth

EQUITY

Very High

18.72%

Fund Managers

SK

Ms. Shibani KurianFund Manager

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