Kotak India EQ Contra Fund Growth - Latest NAV ₹54.725, Returns, Performance & Portfolio

Kotak India EQ Contra Fund Growth

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Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 3,000 invested monthly becomes Rs. 20.68 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years8.61%
5 Years9.19%
3 Years5.15%
1 Year2.73%
6 Months30.83%
Fund Details
RiskModerately High risk
Fund TypeContra
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd9.7%
Infosys Ltd7.4%
HDFC Bank Ltd6.08%
ICICI Bank Ltd5.44%
Tata Consultancy Services Ltd4.2%
Larsen & Toubro Ltd2.88%
UltraTech Cement Ltd2.63%
Bharti Airtel Ltd2.41%
Maruti Suzuki India Ltd2.31%
Supreme Industries Ltd2.14%

About Kotak India EQ Contra Fund

Being an open-ended equity fund, the scheme seeks to generate the capital appreciation from a diversified portfolio of equity instruments and equity. The companies which are undervalued but fundamentally sound the scheme invest in the stocks of such companies.

Pros and Cons of Kotak India EQ Contra Fund

The scheme is suitable for those who are seeking for: 1. Long term capital appreciation or growth. 2. Invests in diversified portfolio of equity and equity instruments.

Fund Information and Statistics of Kotak India EQ Contra Fund

i) Inception / Launch date

The Kotak India EQ Contra Fund was launched on 27 July 2005 by Kotak Mahindra Mutual Fund.

ii) Risk level

As the fund invest some portion of the portfolio in money market securities and debt there would be moderate credit risk and low to moderate interest rate risk. As the investment of this fund is subject to moderately high risks. There is no guarantee against loss resulting. The NAV of the units can go up and down because of various factors affecting the capital market.

iii) Redemption

The redemption of the units purchased proceeds within 10 business days from the date of acceptance of the redemption request.

iv) Fund Manager

Mr. Deepak Gupta is the fund manager of Kotak India EQ Contra Fund since 2017.

v) Entry / Exit load

The entry load is not applicable for this scheme. The exit load is 1% if redeemed within 1 year from the date of allotment of the units. Purchase and redemption of the units can be done on any business days at prices related to the prevailing or applicable NAV.

Tax benefits of investing in Kotak India EQ Contra Fund

The following taxes are applicable to income arising from investing in this scheme: 1. STCG tax (units are held for a period of less than 12 months) of 15 percent on redemption of units. 2. LTCG (units are held for a period of more than 12 months), in excess of Rs 1 lakh, is taxed at 10 percent without indexation benefits on the redemption of units.

About Kotak Mutual Fund

The fund house is managed by Kotak Mahindra Asset Management Company Limited (the “AMC”). It started operations in December 1998. The fund house offers schemes catering to investors with different risk appetite and was the first fund house in India to launch a dedicated gilt scheme. The AMC manages assets worth more than Rs 1.25 lakh crore.

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Frequently Asked Questions

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Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 3,000 invested monthly becomes Rs. 20.68 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns