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
Fund-6.48%
Cat. Avg.-6.39%
2Y
Fund-2.76%
Cat. Avg.-3.46%
3Y
Fund11.85%
Cat. Avg.10.91%
5Y
Fund10.73%
Cat. Avg.10.94%
10Y
Fund9.42%
Cat. Avg.14.03%
SI
Fund6.32%
Cat. Avg.10.30%
Fund Facts
No available Data
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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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI BANK LTD. | 295.40 | 5.54% |
| 2 | HDFC BANK LTD. | 283.02 | 5.31% |
| 3 | STATE BANK OF INDIA. | 179.91 | 3.37% |
| 4 | RELIANCE INDUSTRIES LTD. | 152.89 | 2.87% |
| 5 | SHRIRAM FINANCE LIMITED | 149.79 | 2.81% |
| 6 | Larsen and Toubro Ltd. | 143.17 | 2.69% |
| 7 | NTPC LTD | 141.06 | 2.65% |
| 8 | BHARTI AIRTEL LTD. | 132.82 | 2.49% |
| 9 | Fortis Healthcare India Ltd | 127.81 | 2.40% |
| 10 | PARK MEDI WORLD LIMITED (PARK HOSPITAL) | 127.12 | 2.38% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57337 | -4.4% | -8.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.17 L. | -2.2% | -2.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.83 L. | +1.9% | +1.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.83 L. | +27.8% | +9.9% |
| 10Y | 07 Nov, 16 | 6 L. | 10.98 L. | +83.0% | +11.7% |
| SI | 07 Apr, 06 | 12.35 L. | 31.12 L. | +152.0% | +8.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 93085 | -6.9% | N/A |
| 2Y | 21 Oct, 24 | 1 L. | 95541 | -4.5% | -2.3% |
| 3Y | 19 Oct, 23 | 1 L. | 1.40 L. | +39.9% | +11.8% |
| 5Y | 19 Oct, 21 | 1 L. | 1.66 L. | +66.5% | +10.7% |
| 10Y | 19 Oct, 16 | 1 L. | 2.46 L. | +146.0% | +9.4% |
| SI | 03 Apr, 06 | 1 L. | 3.53 L. | +252.6% | +6.3% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.