Kotak India EQ Contra Fund - Growth
(Erstwhile Kotak Classic Equity Scheme - Growth)
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Contra |
| Launch Date: 27-07-2005 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.88% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,934.53 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 41.77% | Exit Load: Exit load of 1% if redeemed within 90 days. |
138.98
1.53 (1.1016%)
14.26%
Benchmark: 12.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 3 Months
11 Years 7 Months
12 Years 6 Months
18 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.9 |
| Sharpe Ratio | 0.73 |
| Alpha | 3.93 |
| Beta | 0.99 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak India EQ Contra Fund - Growth | 27-07-2005 | 7.03 | 26.15 | 18.31 | 26.56 | 14.29 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 14.08 | 28.0 | 18.11 | 25.88 | 14.97 |
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 5.27 | 25.13 | 20.26 | 34.4 | 14.95 |
Scheme Characteristics
Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.03%
Others
2.21%
Large Cap
62.16%
Mid Cap
15.6%
