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Kotak India EQ Contra Fund(IDCW-Payout)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.55 | 36.09 | 1.61 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.11 | 39.56 | 1.60 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Contra Fund
Contra funds invest in stocks that are not performing very well at a particular time. These investments focus on under-owned sector which have high potential but being neglected by investors.
Peers & Comparison
EquityContra Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak India EQ Contra Fund(IDCW-Payout) | 29.07% | 24.68% | 10.86% |
| SBI Contra Fund(IDCW-Payout) | 24.62% | 25.70% | 14.33% |
| Invesco India Contra Fund(IDCW) | 35.91% | 20.57% | 15.08% |
Price Comparison
Compare Kotak India EQ Contra Fund(IDCW-Payout) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 1.25 %
Holdings
5.28 %
1.25 % - Infosys Ltd3M change : 0.20 %
Holdings
4.32 %
0.20 % - HDFC Bank Ltd3M change : -0.56 %
Holdings
3.84 %
-0.56 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,74,047.59 Cr.
Fund Manager Profile
Shibani Kurian
AUM: ₹12,574.91 Cr.
|
Exp: —
Qualification
Data not available
Past Experience
Data not available
Funds Managed (24)
Kotak Focused Equity Fund(IDCW-Payout)
Kotak Focused Equity Fund-Reg(IDCW-Payout)
Kotak Focused Equity Fund(IDCW)
Kotak Focused Equity Fund-Reg(IDCW)
Kotak India EQ Contra Fund(IDCW-Payout)
Kotak India EQ Contra Fund(IDCW)
Kotak India EQ Contra Fund(IDCW)
Kotak Banking & Financial Services Fund(IDCW)
Kotak Banking & Financial Services Fund-Reg(IDCW Payout)
Kotak Banking & Financial Services Fund-Reg(IDCW)
Kotak Banking & Financial Services Fund(IDCW Payout)
Kotak Healthcare Fund(IDCW)
Kotak Healthcare Fund(IDCW Payout)
Kotak Healthcare Fund-Reg(IDCW Payout)
Kotak Healthcare Fund-Reg(IDCW)
Kotak Technology Fund-Reg(IDCW)
Kotak Technology Fund-Reg(IDCW Payout)
Kotak Technology Fund(IDCW)
Kotak Technology Fund(IDCW Payout)
Kotak India EQ Contra Fund(IDCW-Payout)
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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3 years ago•Banking Mastery
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4 years ago•Time To Invest
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5 years ago•Kotak Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%