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Home Mf Research Kotak Contra Fund Regular Plan Growth
Kotak Mutual Fund

Mutual Fund Research

Kotak Contra Fund - Regular Plan - Growth

Kotak Mutual Fund Equity Equity Contra

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,030.60 +3.06%
Two Week 2026-10-19 ₹1,000.00 ₹1,009.39 +0.94%
One Month 2026-10-05 ₹1,000.00 ₹1,000.72 +0.07%
Three Months 2026-08-05 ₹3,000.00 ₹2,881.19 -3.96%
Six Months 2026-05-07 ₹6,000.00 ₹5,787.01 -3.55%
One Year 2025-11-03 ₹12,000.00 ₹11,613.17 -3.22%
Three Year 2023-11-06 ₹36,000.00 ₹36,954.38 +2.65%
Five Year 2021-11-08 ₹60,000.00 ₹77,590.84 +29.32%
Ten Year 2016-11-07 ₹120,000.00 ₹252,187.81 +110.16%
Since Inception 2005-12-08 ₹255,000.00 ₹1,253,510.42 +391.57%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 22.26%
Finance 8.20%
IT - Software 5.93%
Pharmaceuticals And Biotechnology 5.47%
Healthcare Services 5.42%
Automobiles 4.63%
Telecom - Services 4.12%
Construction 3.69%
Auto Components 3.47%
Aerospace And Defense 3.45%
Cement And Cement Products 3.13%
Retailing 2.92%
Petroleum Products 2.70%
Ferrous Metals 2.48%
Power 2.46%
Consumer Durables 2.38%
Industrial Manufacturing 1.93%
Industrial Products 1.50%
Transport Services 1.32%
Healthcare Equipment And Supplies 1.31%
Chemicals And Petrochemicals 1.30%
Capital Markets 1.25%
Electrical Equipment 1.18%
Agricultural, Commercial And Construction Vehicles 1.11%
Other 1.05%
Realty 1.04%
Beverages 1.02%
Financial Technology (Fintech) 0.97%
Personal Products 0.95%
Non - Ferrous Metals 0.80%
Diversified FMCG 0.56%

Top Holdings

Company-wise portfolio exposure

ICICI BANK LTD. 5.93%
HDFC BANK LTD. 5.06%
STATE BANK OF INDIA. 3.24%
RELIANCE INDUSTRIES LTD. 2.70%
Hero MotoCorp Ltd. 2.67%
SHRIRAM FINANCE LIMITED 2.53%
Larsen and Toubro Ltd. 2.50%
NTPC LTD 2.46%
BHARTI AIRTEL LTD. 2.42%
SWIGGY LTD 2.26%
Tech Mahindra Ltd. 2.10%
POONAWALLA FINCORP LIMITED 2.09%
Mphasis Ltd 2.00%
Fortis Healthcare India Ltd 1.98%
Maruti Suzuki India Limited 1.96%
INDO-MIM LTD 1.93%
Ultratech Cement Ltd. 1.85%
Infosys Ltd. 1.83%
PARK MEDI WORLD LIMITED (PARK HOSPITAL) 1.77%
SUN PHARMACEUTICAL INDUSTRIES LTD. 1.70%
Indus Towers Ltd. 1.70%
IPCA Laboratories Ltd. 1.68%
INDIAN BANK 1.63%
Bharat Electronics Ltd. 1.50%
JAMMU KASHMIR BANK LTD 1.50%
BAJAJ FINANCE LTD. 1.49%
AXIS BANK LTD. 1.48%
PIRAMAL FINANCE LTD 1.44%
INDUSIND BANK LTD. 1.43%
Schaeffler India Ltd 1.42%
Jindal Steel & Power Ltd 1.38%
V-Guard Industries Ltd. 1.33%
Inter Globe Aviation Ltd 1.32%
BANK OF MAHARASHTRA 1.32%
MOLBIO DIAGNOSTICS LIMITED 1.31%
SRF LTD. 1.30%
Dalmia Bharat Limited 1.28%
ASTRA MICROWAVE PRODUCTS LTD. 1.27%
Ajanta Pharma Ltd. 1.19%
KALPATARU PROJECTS INTERNATIONAL LIMITED 1.19%
GE VERNOVA T&D INDIA LIMITED 1.18%
Ashok Leyland Ltd. 1.11%
METROPOLIS HEALTHCARE LTD. 1.10%
Tata Steel Ltd. 1.10%
Minda Industries Ltd. 1.07%
KEI Industries Ltd. 1.06%
Century Plyboards (India) Ltd. 1.05%
DLF LIMITED 1.04%
Radico Khaitan Ltd. 1.02%
TENNECO CLEAN AIR INDIA LIMITED 0.98%
PINE LABS LTD. 0.97%
GODREJ CONSUMER PRODUCTS LTD. 0.95%
VIYASH SCIENTIFIC LTD 0.90%
SBI FUNDS MANAGEMENT LIMITED 0.87%
Hindalco Industries Ltd. 0.80%
AXISCADES TECHNOLOGIES LTD 0.68%
SOUTH INDIAN BANK LTD 0.67%
VISHAL MEGA MART LIMITED 0.66%
L&T FINANCE LTD 0.65%
Global Health Ltd. 0.57%
ITC Ltd. 0.56%
LUMINO INDUSTRIES LIMITED 0.44%
NATIONAL STOCK EXCHANGE OF INDIA LIMITED (NSE) 0.38%
Triparty Repo 1.51%
Net Current Assets/(Liabilities) -0.46%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
16.12%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.48
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Contra Fund - Regular Plan - Growth 0.00% 0.00% 9.47%
Bandhan Contra Fund - Regular Plan - Growth 0.00% 0.00% -11.12%
ICICI Prudential Contra Fund - Regular Plan - Growth 0.00% 0.00% 8.41%
Invesco India Contra Fund - Regular Plan - Growth -5.65% 12.86% 13.99%
SBI Contra Fund - Regular Plan - Growth -7.58% 9.50% 15.48%

Returns are historical and do not guarantee future performance.

View All Equity Contra Funds

Fund Family

Compare schemes from Kotak Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Kotak Silver ETF Fund Of Fund - Regular Plan 37.42% 36.86% 29.08%
Kotak Global Innovation Overseas Equity Active FOF - Regular Plan - Growth 25.45% 22.90% 8.09%
Kotak Gold Silver Passive FOF - Regular Plan - Growth 24.54% 0.00% 24.10%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth 22.84% 32.98% 19.49%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
Kotak Global Emerging Market Overseas Equity Active FOF - Regular Plan - Growth 17.60% 21.95% 6.91%
Kotak Gold ETF Scheme - Regular Plan 12.88% 29.76% 20.97%
Kotak Gold Fund - Regular Plan - Growth 12.28% 28.91% 11.08%
Kotak Mnc Fund - Regular Plan - Growth 9.11% 0.00% 7.71%
Kotak Manufacture In India Fund - Regular Plan - Growth 7.47% 17.74% 17.06%

Returns are historical and do not guarantee future performance.

View All Kotak Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments.The Scheme will invest in stocks of companies, which are fundamentally sound but are undervalued.Undervalued stocks are stocks of those companies whose true long term potential is not yet recognised by the market. At times, the broad market takes time to appreciate the long-term potential of some fundamentally sound companies. Stocks of such companies are traded at prices below their intrinsic value and are regarded as undervalued stocks.We believe that, over a period of time, the price of a stock reflects the intrinsic value of the underlying company. Thus, the moving up of the price of the undervalued stock towards its intrinsic value will help us generate capital appreciation for investors.There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.03%
Expense Ratio (Direct)
0.80%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

For redemption / switch out within 90 days from the date of allotment: 1%; If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.
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