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 indicators
Moderate 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
Recent performance momentum
Historical performance consistency
Assets under management
Risk-adjusted returns
Fund management costs
This fund has outperformed its benchmark by 4.73% over the 3Y period.
See how your money can grow and compare with popular investment options
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% |
| HDFC Bank Ltd | Banks | 6.96% |
| ICICI Bank Ltd | Banks | 5.79% |
| ICICI Bank Ltd | Banks | 5.61% |
| Reliance Industries Ltd | Refineries | 3.52% |
| State Bank of India | Banks | 3.46% |
| State Bank of India | Banks | 3.38% |
| Infosys Ltd | IT - Software | 3.36% |
| Reliance Industries Ltd | Refineries | 3.28% |
| Bharti Airtel Ltd | Telecomm-Service | 3.20% |
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) | ₹425.00 | 3.68% | 3.66% | 27.48% |
| SBI Contra Fund (G) | ₹389.30 | 3.24% | 2.72% | 26.32% |
| Kotak Contra Fund - Direct (G) | ₹178.06 | 3.79% | 3.93% | 28.05% |
| Invesco India Contra Fund - Direct (G) | ₹160.10 | 2.35% | 9.93% | 27.02% |
| Kotak Contra Fund (G) | ₹151.07 | 3.13% | 2.58% | 26.34% |
| Invesco India Contra Fund (G) | ₹136.67 | 1.79% | 8.72% | 25.58% |
| SBI Contra Fund - Direct (IDCW) | ₹89.69 | 3.68% | 3.66% | 27.48% |
| Invesco India Contra Fund - Direct (IDCW) | ₹74.62 | 2.32% | 9.91% | 27.02% |
| SBI Contra Fund (IDCW) | ₹67.51 | 3.24% | 2.72% | 26.32% |
| Kotak Contra Fund - Direct (IDCW) | ₹63.36 | 3.79% | 3.93% | 28.05% |
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