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Kotak India Eq Contra Fund - Direct Plan - Growth

Equity | Thematic - Contra

(NAV as of 22/05/2024)
158.87 (0.26)

3Y Returns

25.49%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.7%

Fund Size

2288 Cr

Inception Date

01-Jan-13

Fund Manager

Shibani Kurian

Exit Load

1% on or before 90D, Nil after 90D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

96.40%

Debt & Others

3.60%

Market Cap Allocation

Large Cap

59.87%

Mid Cap

25.62%

Small Cap

10.91%

Other Cap

3.60%

Sector Allocation

Banks

15.75%

Automobiles

10.19%

Internet and Technology

8.22%

Finance

7.34%

Pharmaceuticals

6.86%

Top Ten Holdings

HDFC Bank Ltd

4.68%

Reliance Industries Ltd

4.05%

Infosys Ltd

3.72%

NTPC Ltd

2.93%

Power Finance Corporation Ltd

2.74%

Investment Objective

To Generate Capital Appreciation From A Diversified Portfolio Of Equity And Equity Related Instruments.

Fund House Detail

AMC Name

Kotak Mahindra Asset Management Company Limited

Address

27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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