Kotak Contra Fund - Growth
Kotak Mahindra Mutual Fund
₹144.37 (+0.98%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-5.54% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.89%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Contra
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹995
Invested ₹1,000
▼-0.51%1 year
₹945
Invested ₹1,000
▼-5.54%3 years
₹1,125
Invested ₹1,000
▲+12.45%5 years
₹1,111
Invested ₹1,000
▲+11.14%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | BSE 500 India TR INR |
|---|---|
| Secondary Index Name | BSE 500 India TR INR |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -5.54% | +12.45% | +11.14% | — |
| Cumulative returns (%) | -5.54% | +42.21% | +69.55% | +272.54% |
Fund Manager
| Manager | Shibani Kurian |
|---|---|
| Role | Manager |
| Manager Tenure | 7.4 yrs |
About Fund
| Date of Incorporation | 27 Jul 2005 |
|---|---|
| Fund House | Kotak Mahindra Mutual Fund |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Kotak Mahindra Asset Management Co Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 6.16% |
| HDFC Bank Ltd | 3.92% |
| State Bank of India | 3.37% |
| Tech Mahindra Ltd | 3.21% |
| Mphasis Ltd | 3.06% |
| Infosys Ltd | 3.03% |
| Shriram Finance Ltd | 2.89% |
| Reliance Industries Ltd | 2.74% |
| Hero MotoCorp Ltd | 2.62% |
| Maruti Suzuki India Ltd | 2.58% |
| Larsen & Toubro Ltd | 2.54% |
| Swiggy Ltd | 2.40% |
| Poonawalla Fincorp Ltd | 2.40% |
| Park Medi World Ltd | 2.38% |
| Bharti Airtel Ltd | 2.36% |
| NTPC Ltd | 2.35% |
| Fortis Healthcare Ltd | 2.32% |
Investment Strategy
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments. The Scheme will invest in stocks of companies, which are fundamentally sound but are undervalued. Undervalued stocks are stocks of those companies whose true long term potential is not yet recognised by the market. At times, the broad market takes time to appreciate the long-term potential of some fundamentally sound companies. Stocks of such companies are traded at prices below their intrinsic value and are regarded as undervalued stocks. We believe that, over a period of time, the price of a stock reflects the intrinsic value of the underlying company. Thus, the moving up of the price of the undervalued stock towards its intrinsic value will help us generate capital appreciation for investors. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.