Kotak India EQ Contra Fund Growth - Regular - Latest NAV [ ₹137.998 ], Returns, Performance, Portfolio & Returns 2025

Kotak India EQ Contra Fund Growth

Very High Risk

Equity

4 Star

NAV as of May 09, 2025

138.00

-0.6%1D Change

Returns since inception

14.19%p.a.

Very High Risk

Equity

4 Star

NAV as of May 09, 2025

138.00

-0.6%1D Change

Returns since inception

14.19%p.a.

Kotak India EQ Contra Fund Growth

Very High Risk|Equity|4 Star
NAV as of May 09, 2025

138.00

-0.6%1D

Returns since inception

14.19%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Profit0
Final Value0
Absolute returnNaN%

Fund overview

  • Rating4 Star
  • Expense ratio1.87%
  • Exit Load1% within 90 days
  • AUM (Fund size)₹3,934.53 Crore
  • Lock-in periodNo Lock-in
  • Age19 yrs since Jul 27, 2005
  • Min. investmentSIP ₹1000 & Lump. ₹5000
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Equity
97.77%
Debt
0%
Others
2.23%
Top Holdings
Top Sectors
Holding NameAssets (%)
HDFC Bank Ltd6.52%
ICICI Bank Ltd6.1%
State Bank of India3.68%
Infosys Ltd3.61%
Bharti Airtel Ltd2.96%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
SBI Contra Fund Direct Gr...₹ 44,069 Cr
396.73 | -0.73%
Very High
Kotak India EQ Contra Fun...₹ 3,935 Cr
162.34 | -0.59%
Very High
DSP India T.I.G.E.R. Fund...₹ 2,531 Cr
221.92 | 1.07%
Very High
DSP Small Cap Fund Direct...₹ 12,098 Cr
156.66 | 0.92%
Very High

NAV History - Kotak India EQ Contra Fund

FUND

Kotak India EQ Contra Fund

NAV (May 09, 2025)₹138.00
ClassEquity | Large-Cap
Inception DateJul 27, 2005
Fund ManagerShibani Kurian

FUND

Kotak India EQ Contra Fund

Initial Price₹10
Min. Investment AmountSIP ₹1000 and Lump. ₹5000
Exit Load1% within 90 days

Returns

1W

1M

3M

6M

1Y

3Y

Kotak India EQ Contr...-1.41%5.13%-0.93%-6.27%5.76%21.02%

About Kotak Mahindra Asset Management Co Ltd

Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.

Kotak Mahindra Asset Management Co Ltd Details

  • No. of schemes124
  • Total AUM₹233,780.35 Crore
  • AddressKotak Mahindra Asset management Company Limited, 2nd Floor, 12-BKC, Plot No C-12, Mumbai, Maharashatra, 400 051
  • Phone+91 22 61152100

Frequently Asked Questions

Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

8,862 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.