Kotak Contra Fund
Contra Fund
Launch Date: 2 Jun 2005
Suitable for
Investment Period
3+ year investments
Low risk investors
Prefer steady, predictable returns over high growth.
Review
Shows average overall results, with good returns but weaker consistency.
Kotak Contra Fund
Contra Fund
Fund Health
Returns 📈
Typically 15-23% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Low
Quality 🏆
Extra Returns for the Risk -
Average
Consistency of Performance -
Average
Peer Performance
| Fund | Rolling 3Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Kotak Contra Fund | 18% | 19% | 8% | Average |
Invesco India Contra Fund | 18% | 17% | 6% | Strong |
Sbi Contra Fund | 19% | 17% | 21% | Poor |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Contra Fund Category Average | 18% | 18% | 9% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Average
Delivers moderate returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics
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Track Record
Recent Performance
+40%
+20%
0%
-20%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Dec '16
Oct '18
Mar '20
Jun '22
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
21 months
Fund
|
22 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|3 mth
Slowest recovery
44 mth|62 mth
Details
AUM
₹1453 Cr
Expense Ratio
0.57%
Exit Load
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. Any exit load charged (net off Goods and Services, if any) shall be credited back to the Scheme. Units issued on reinvestment of IDCW shall not be subject to entry and exit load
Minimum Amount
N/A
Fund Manager
Ms.Shibani Kurian
Fund House
Kotak Mahindra Asset Management Company Limited.
Launch Date
2 Jun 2005
Age
21 years
Category
Contra Fund
Benchmark
Nifty 500 TRI
FAQs
Is Kotak Contra Fund a good mutual fund?
Kotak Contra Fund is a Average fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 18%
•
Risk of earning less than FD returns has been Low
•
Performance consistency has been Average
Compared with other funds in the Contra Fund category, it has delivered similar returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 3+ years.
Should I invest in Kotak Contra Fund?
Kotak Contra Fund can be considered, but there are other funds in the category with stronger risk-adjusted performance or better consistency.
Investors should compare alternatives before investing.
Is Kotak Contra Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Kotak Contra Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 8% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Kotak Contra Fund?
Yes.
Like all equity mutual funds, Kotak Contra Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 3+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Kotak Contra Fund?
Historically, investors holding Kotak Contra Fund for 3+ years experienced:
•
Typical returns around 18% p.a.
•
Best represented by recent returns of 19% p.a.
•
Worst historical outcome of -3% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Kotak Contra Fund?
Kotak Contra Fund has a Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 8%
•
Average fall during major market declines: 20%
•
Average recovery time: 21 months
How does Kotak Contra Fund perform during market crashes?
During major market declines, Kotak Contra Fund has historically fallen around 20% compared with 21% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Kotak Contra Fund take to recover after a fall?
Historically, Kotak Contra Fund has taken around 21 months to recover from major market declines.
The benchmark recovered in approximately 22 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Kotak Contra Fund?
Kotak Contra Fund may be suitable for investors who:
•
Have an investment horizon of at least 3+ years
•
Are comfortable with Low risk
•
Want exposure to Contra Fund funds
Who should avoid Kotak Contra Fund?
This fund may not be suitable for investors who:
•
Need money within 3+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Kotak Contra Fund suitable for SIP investing?
Kotak Contra Fund can be suitable for SIP investors with a horizon of at least 3+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Kotak Contra Fund earns less than a fixed deposit?
Historically, investors holding Kotak Contra Fund for 3 years earned less than FD returns in approximately 8% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Kotak Contra Fund?
Kotak Contra Fund has shown Average consistency compared with other funds in its category.
Historically:
•
Top performer: 24%
•
Bottom performer: 19%
Is the extra return from Kotak Contra Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Kotak Contra Fund delivered Average risk-adjusted returns compared with similar funds.
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