Equity | Thematic - Contra
3Y Returns
22.03%
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.
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%
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
Scheme Document
https://www.kotakmf.com/Information/forms-and-downloadsAddress
27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051
Kotak India Eq Contra Fund - Direct Plan - Growth
1Y
46.73%
3Y
22.03%
5Y
24.01%
Franklin India Opportunities Fund - Direct Growth
1Y
62.18%
3Y
27.02%
5Y
28.67%
Icici Prudential India Opportunities Fund Direct Plan Growth
1Y
39.98%
3Y
25.84%
5Y
28.78%
Sbi Contra Fund - Direct Plan - Growth
1Y
39.11%
3Y
24.47%
5Y
30.74%
Invesco India Contra Fund - Direct Plan Growth
1Y
49.73%
3Y
20.56%
5Y
24.02%
Quant Momentum Fund - Direct Plan Growth - Growth
1Y
NA
3Y
NA
5Y
NA
Samco Active Momentum Fund -Direct Plan-Growth
1Y
39.06%
3Y
NA
5Y
NA
BSE Member code: 58371
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