Overview (as on 30 Jul 2021)

NAV

₹86.602

1y returns

54.156%

Fund AUM

₹1,049 Cr

Expense Ratio

0.98%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
30.48%
Tech
13.39%
Basic Materials
11.35%
Industrials
8.88%
Energy
8.53%
Consumer
8.13%
Health
5.91%
Utilities
4.74%
Defensive
4.11%
Communication
3.41%
Real Estate
1.06%
Size Breakup
Large Cap
78.86%
Mid Cap
21.14%

Key Metrics

Beta 

0.0

Std deviation 

18.56%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments. However, there is no assurance that the objective of the scheme will be realized.
Scheme Name
Kotak India EQ Contra Fund - Growth - Direct
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Shibani Kurian
Fund House Details
Fund House
Kotak Mahindra Asset Management Co Ltd
Email
fundaccops@kotakmutual.com
Phone
+912266384455
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Other Related Plans

Peer Funds

Kotak India EQ Contra Fund - Growth - Direct

NAV

₹86.602

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Shibani Kurian
Shibani Kurian

leader

Work Experience
"null"

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