Kotak Contra Fund - Regular Plan - Growth

Equity: Contra Open Ended Scheme
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NAV
₹ 154.648 ₹ 2.08 (1.35 %)
as on 10-07-2026
Asset Size (AUM)
5,160.95 Cr
Launch Date
Jul 27, 2005
Invest in this scheme
Investment Objective
The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments.The Scheme will invest in stocks of companies, which are fundamentally sound but are undervalued.Undervalued stocks are stocks of those companies whose true long term potential is not yet recognised by the market. At times, the broad market takes time to appreciate the long-term potential of some fundamentally sound companies. Stocks of such companies are traded at prices below their intrinsic value and are regarded as undervalued stocks.We believe that, over a period of time, the price of a stock reflects the intrinsic value of the underlying company. Thus, the moving up of the price of the undervalued stock towards its intrinsic value will help us generate capital appreciation for investors.There is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jul 27, 2005
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13.95

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.73 %
Expense Ratio
1.89%
Volatility
12.72 %
Fund House
Kotak Mahindra Mutual Fund
Fund Manager
Ms. Shibani Sircar Kurian
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give good returns following a contrarian investment strategy. Investment in this fund can be made for a horizon of at least 5-7 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
1% on or before 90D, Nil after 90D
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Kotak Contra Fund - Regular Plan - Growth
Invesco India Contra Fund - Growth
SBI Contra Fund - Regular Plan -Growth
Performance

Scheme Performance (%)

Data as on - 10-07-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Kotak Contra Fund - Regular Plan - Growth 27-07-2005 2.02 1.78 16.74 15.23 15.8
Invesco India Contra Fund - Growth 11-04-2007 -1.91 2.34 15.94 13.81 15.24
SBI Contra Fund - Regular Plan -Growth 14-07-1999 -3.0 -0.74 13.29 16.42 15.38
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings