Kotak India EQ Contra Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Kotak India EQ Contra Fund - Growth - Direct 3.10 4.69 2.38 5.81 10.63 12.62
NIFTY 100 3.71 4.10 -1.40 3.19 7.45 14.82
NIFTY 100 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak India EQ Contra Fund - Growth - Direct Jan 01, 2013 2.38 5.81 10.63 1.05 809.75
Invesco India Contra Fund - Direct Plan - Growth Jan 01, 2013 7.55 5.77 11.61 0.56 4,967.29
SBI CONTRA FUND - DIRECT PLAN - GROWTH Jan 01, 2013 Unrated 6.84 -1.39 4.83 1.71 1,320.80

Fund Holdings as on 30-September-2020

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Larsen and Toubro Ltd.

  • Ultratech Cement Ltd.

  • Bharti Airtel Ltd.

  • Maruti Suzuki India Limited

  • Supreme Industries Limited

  • Shree Cement Ltd.

  • Mahindra & Mahindra Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Hindustan Unilever Ltd.

  • Max Financial Services Ltd

  • Gujarat Gas Company Ltd.

  • Kotak Mahindra Bank Ltd.

  • State Bank Of India.

  • MindTree Ltd.

  • Britannia Industries Ltd.

  • Gujarat State Petronet Ltd.

  • Inter Globe Aviation Ltd

  • AXIS Bank Ltd.

  • Hero MotoCorp Ltd.

  • AU Small Finance Bank Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Page Industries Ltd

  • SRF Ltd.

  • Kajaria Ceramics Ltd.

  • Voltas Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • Bharat Electronics Ltd.

  • Colgate- Palmolive (India) Ltd.

  • Cadila Healthcare Ltd.

  • Triparty Repo

  • Titan Company Ltd.

  • Coromandel International Limited

  • Dr.Reddy's Laboratories Ltd.

  • Jindal Steel & Power Ltd

  • SBI Cards & Payment Services Pvt. Ltd.

  • Jubilant Foodworks Limited

  • Bharat Petroleum Corporation Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • HCL Technologies Ltd.

  • Federal Bank Ltd.

  • Exide Industries Ltd.

  • Aavas Financiers Ltd

  • Hindustan Petroleum Corporation Ltd.

  • Oberoi Realty Limited

  • Petronet LNG Ltd.

  • Persistent Systems Limited

  • ITC Ltd.

  • Dixon Technologies India Ltd

  • The Ramco Cements Ltd

  • Bajaj Finance Ltd.

  • Alkem Laboratories Ltd.

  • Reliance Industries Ltd.

  • HDFC Standard Life Insurance Company Ltd

  • Computer Age Management Services Limited

  • UTI Asset Management Company Ltd

  • Kalpataru Power Transmission Ltd

  • Britannia Industries Ltd. ( BONUS ON EQUIT)

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Engineering - Construction

  • Consumer Food

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Plastic Products

  • Hospital & Healthcare Services

  • Finance - Others

  • Trading

  • Insurance

  • Bank - Public

  • Gas Transmission/Marketing

  • Airlines

  • Automobile Two & Three Wheelers

  • Textile

  • Diversified

  • Ceramics/Marble/Granite/Sanitaryware

  • Air Conditioners

  • Engineering - Industrial Equipments

  • Diamond & Jewellery

  • Fertilizers

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Batteries

  • Finance - Housing

  • Construction - Real Estate

  • Industrial Gases & Fuels

  • Cigarettes/Tobacco

  • Consumer Durables - Electronics

  • BPO/ITeS

  • Finance - Asset Management

  • Transmission Towers / Equipments

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • Rights

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About Kotak India EQ Contra Fund

Scheme Analysis

Kotak India EQ Contra Fund is a Equity - Contra Fund fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹809.75 crore. Kotak India EQ Contra Fund is benchmarked against NIFTY 100 as primary index and NIFTY 100 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Kotak India EQ Contra Fund ended down ₹-0.12(-0.2%)yesterday to ₹59.32.

Among its top 3 holdings the fund has exposure to Reliance Industries Ltd., and

The Kotak India EQ Contra Fund is managed by Shibani Kurian .

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455