Comprehensive analysis of Kotak Contra Fund (IDCW) (2556) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Mahindra Asset Management Company Ltd
To generate capital appreciation from a diversified portfolio of equity and equity related instruments.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund management costs
This fund has outperformed its benchmark by 5.50% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 7.07% |
| ICICI Bank Ltd | Banks | 5.79% |
| State Bank of India | Banks | 3.38% |
| Reliance Industries Ltd | Refineries | 3.28% |
| Infosys Ltd | IT - Software | 3.18% |
| Bharti Airtel Ltd | Telecomm-Service | 3.07% |
| Mphasis Ltd | IT - Software | 2.86% |
| Swiggy Ltd | E-Commerce/App based Aggregator | 2.60% |
| Tech Mahindra Ltd | IT - Software | 2.56% |
| Poonawalla Fincorp Ltd | Finance | 2.40% |
Compare against Contra Fund category average
This comparison shows how the fund performs relative to the Contra Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Contra Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Contra Fund - Direct (G) | ₹414.41 | 11.79% | -3.95% | 21.23% |
| SBI Contra Fund (G) | ₹379.04 | 11.31% | -4.79% | 20.13% |
| Kotak Contra Fund - Direct (G) | ₹176.04 | 17.81% | -2.20% | 22.49% |
| Invesco India Contra Fund - Direct (G) | ₹157.76 | 16.05% | -0.76% | 20.91% |
| Kotak Contra Fund (G) | ₹149.03 | 17.05% | -3.46% | 20.86% |
| Invesco India Contra Fund (G) | ₹134.41 | 15.41% | -1.85% | 19.54% |
| SBI Contra Fund - Direct (IDCW) | ₹87.46 | 11.79% | -3.95% | 21.23% |
| Invesco India Contra Fund - Direct (IDCW) | ₹73.53 | 16.03% | -0.78% | 20.90% |
| SBI Contra Fund (IDCW) | ₹65.73 | 11.31% | -4.79% | 20.13% |
| Kotak Contra Fund - Direct (IDCW) | ₹62.65 | 17.81% | -2.20% | 22.49% |
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