Kotak Contra Fund - Regular Plan - Growth
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
Fund1.83%
Cat. Avg.0.93%
2Y
Fund1.21%
Cat. Avg.1.97%
3Y
Fund16.20%
Cat. Avg.15.84%
5Y
Fund14.89%
Cat. Avg.15.44%
10Y
Fund15.51%
Cat. Avg.15.63%
SI
Fund12.50%
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 | 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 Aug, 25 | 60000 | 61472 | +2.5% | +5.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.26 L. | +4.7% | +4.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.04 L. | +13.1% | +8.5% |
| 5Y | 09 Aug, 21 | 3 L. | 4.23 L. | +41.0% | +14.0% |
| 10Y | 08 Aug, 16 | 6 L. | 13.70 L. | +128.4% | +15.9% |
| SI | 07 Apr, 06 | 12.20 L. | 62.69 L. | +413.8% | +14.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.02 L. | +1.8% | +1.8% |
| 2Y | 18 Jul, 24 | 1 L. | 1.02 L. | +2.4% | +1.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.57 L. | +56.9% | +16.2% |
| 5Y | 19 Jul, 21 | 1 L. | 2.01 L. | +101.4% | +15.1% |
| 10Y | 18 Jul, 16 | 1 L. | 4.24 L. | +323.6% | +15.5% |
| SI | 03 Apr, 06 | 1 L. | 10.93 L. | +993.2% | +12.5% |
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.