Kotak Contra Fund - Regular Plan - IDCW - Payout & Re-Investment Of Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 1.84
Risk: Very High
Equity Scheme - Contra Fund
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 02-06-2005
Exit Load: Nil
Fund Size:₹5,116.42 Cr
Performance
1Y
Fund2.45%
Cat. Avg.0.93%
2Y
Fund1.56%
Cat. Avg.1.97%
3Y
Fund16.59%
Cat. Avg.15.84%
5Y
Fund15.02%
Cat. Avg.15.44%
10Y
Fund10.52%
Cat. Avg.15.63%
SI
Fund6.75%
Cat. Avg.10.84%
Fund Facts
Beta
0.98
Std Dev
13.24%
PE Ratio
26.71
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC BANK LTD. | 274.10 | 5.86% |
| 2 | ICICI BANK LTD. | 222.25 | 4.75% |
| 3 | STATE BANK OF INDIA. | 171.59 | 3.67% |
| 4 | RELIANCE INDUSTRIES LTD. | 158.80 | 3.39% |
| 5 | Infosys Ltd. | 141.95 | 3.03% |
| 6 | NTPC LTD | 140.11 | 2.99% |
| 7 | Hero MotoCorp Ltd. | 134.02 | 2.86% |
| 8 | BHARTI AIRTEL LTD. | 127.82 | 2.73% |
| 9 | SHRIRAM FINANCE LIMITED | 125.35 | 2.68% |
| 10 | Larsen and Toubro Ltd. | 112.32 | 2.40% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61395 | +2.3% | +5.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.25 L. | +4.5% | +4.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.03 L. | +13.0% | +8.5% |
| 5Y | 09 Aug, 21 | 3 L. | 4.22 L. | +40.8% | +14.0% |
| 10Y | 08 Aug, 16 | 6 L. | 11.96 L. | +99.3% | +13.4% |
| SI | 07 Apr, 06 | 12.20 L. | 33.07 L. | +171.0% | +9.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.02 L. | +2.3% | N/A |
| 2Y | 15 Jul, 24 | 1 L. | 1.02 L. | +2.3% | +1.1% |
| 3Y | 13 Jul, 23 | 1 L. | 1.58 L. | +58.5% | +16.6% |
| 5Y | 13 Jul, 21 | 1 L. | 2.01 L. | +101.3% | +15.0% |
| 10Y | 13 Jul, 16 | 1 L. | 2.72 L. | +172.0% | +10.5% |
| SI | 03 Apr, 06 | 1 L. | 3.76 L. | +276.4% | +6.8% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.