
K
Kotak Contra Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 02 Mar 2026
181.3820
1 Day NAV Change (₹)
-2.96504
Morningstar
4
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 48.96 L
18.09%
Total Investment
₹ 30,00,000
Returns
₹ 18,95,508 (63.18%)
Maturity Value
₹ 48,95,508
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹5,086.82 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 187.9270
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 5,086.82
Expense Ratio
0.58%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 151.9280
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- For Redemption / Switch Out Within 90 Days From The Date Of Allotment:1%
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Shibani Kurian
Qualification
PGDM (Specialization in Finance), BSc (Hons)- Economics
Fund 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. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Kotak Mahindra Mutual Fund
Funds Managed
91
Assets Managed (₹ Cr)
₹ 5,69,948.30
Contact Details
Registered Address
27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
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View AllFAQs
When was Kotak Contra Fund launched?
What is the current NAV of Kotak Contra Fund?
What is the AUM of Kotak Contra Fund?
What is the rate of return of Kotak Contra Fund?
- In the past 1Y: 20.85%
- In the past 3Y: 22.42%
- In the past 5Y: 18.09%
What is the expense ratio of Kotak Contra Fund?
What is exit load of Kotak Contra Fund?
What is the portfolio of Kotak Contra Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Kotak Contra Fund?
Who is the fund manager Kotak Contra Fund?
What is the minimum investment required in Kotak Contra Fund?
How to invest in Kotak Contra Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



