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.
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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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
20 years
Category
Contra Fund
Benchmark
Nifty 500 TRI
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