Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.54%
1 Month-12.13%
3 Months-12.44%
6 Months-8.95%
1 Year-0.67%
3 Years (CAGR)+16.49%
5 Years (CAGR)+14.03%
10 Years (CAGR)+15.37%
Since Inception (Apr 2006)+12.00%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-12.64%
3 Year SIP+4.73%
5 Year SIP+10.89%
Since Inception (Apr 2006)+13.49%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryContra Fund
Plan Typeregular
Optiongrowth
AUM₹5,225 Cr
Expense Ratio1.83%
Min SIP₹100
Min Lumpsum₹100
Launch Date03 Apr 2006
AMFI Code103040
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Contra Fund - Regular Plan - Growth follows a value/contrarian investment strategy, seeking to identify undervalued stocks trading below their intrinsic worth. The fund aims to generate long-term capital appreciation by investing in companies that the market has overlooked or underpriced.
About This Fund
Kotak Contra Fund - Regular Plan - Growth is a Contra Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹5,225 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.83%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations