Kotak India EQ Contra Fund Direct Growth

Equity
Contra
Very High Risk
26.00%
3Y annualised
+0.33% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹160.91
Min. SIP amount₹100
Rating4
Fund size₹2,961.62Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Contra
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns55.3%26.0%22.6%18.3%
Category average52.6%22.8%20.2%NA
Rank with in category878NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
FinancialEquity5.01%
FinancialEquity4.26%
EnergyEquity3.45%
TechnologyEquity2.94%
FinancialEquity2.78%
EnergyEquity2.58%
CommunicationEquity2.54%
Capital GoodsEquity2.34%
EnergyEquity2.31%
FinancialEquity2.25%
See All

Expense ratio, exit load and tax

Expense ratio: 0.60%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Shibani Sircar Kurian
May 2019 - Present
View details

Education
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Experience
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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