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Mutual Funds

Kotak Contra Fund

Ko

Kotak Contra Fund

Value OrientedRank #19
4/5

NAV (2026-08-11)

155.95

AUM

₹5,449.89 Cr

Exp. Ratio: 2%

RISK LEVEL

Very High

Returns & Performance

1 Year5.33%2.46% vs cat avgRank #18
3 Year16.28%1.85% vs cat avgRank #9
5 Year14.78%1.78% vs cat avgRank #6
Since Launch13.94%--

Fund vs Category Average

1Y
5.33%-2.46%
3Y
16.28%+1.85%
5Y
14.78%+1.78%

Pros & Cons

Pros

Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period

Cons

1Y returns trail category average
Higher expense ratio (2%)
1Y category rank outside top 15 (#18)
Overall rank #19 in category
ISININF174K01245
NAV₹155.95
NAV Date2026-08-11
AUM₹5,449.89 Cr
Expense Ratio2%
RiskVery High
Rating4 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Shibani Sircar Kurian

Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics

Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.

Top Holdings

Holdings data not available for this scheme