Kotak Contra Fund · Regular · Growth
NAV
₹151.0840
as of 17 Jun 2026
Expense Ratio
1.83%
AUM
₹4,995 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.51%
- 3Y
- +16.97%
- 5Y
- +15.17%
- Since Inception
- +13.88%
SIP returns (XIRR)
- 1Y
- +1.42%
- 3Y
- +8.58%
- 5Y
- +13.66%
- Since Inception
- +14.03%
Beat the benchmark — ₹100/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹1,28,260
Benchmark
₹1,13,540
+₹14,720 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹100/month became
Real NAV backtest from day one
₹25,100
Invested
₹1,28,260
Value today
13.7%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹100 lumpsum at launch — value today
Invested on the fund's first NAV date
₹100
Invested
₹1,453
Value today
13.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,55,000
Withdrawn
₹81,19,889
Corpus left
+₹83,74,889 net gain — withdrew ₹12,55,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹73,88,989
Value today
-15.3%
vs lumpsum
Direct lumpsum would have beaten STP by 15.3% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹4,10,476
Value today
4.1×
Multiple
Staying invested through that crash turned ₹1L into ₹4,10,476 — a 4.1× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.21
Sharpe Ratio
-0.01
Alpha
0.49
Beta
-0.20
Sortino
14.76%
Std Dev
-13.98%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Hdfc Bank Ltd.5.61%
- 2Icici Bank Ltd.4.52%
- 3State Bank Of India.3.63%
- 4Reliance Industries Ltd.3.28%
- 5Ntpc Ltd2.93%
- 6Larsen And Toubro Ltd.2.69%
- 7Bharti Airtel Ltd.2.63%
- 8Hero Motocorp Ltd.2.62%
- 9Shriram Finance Limited2.61%
- 10Fortis Healthcare India Ltd2.39%
Investment Objective
Kotak Contra Fund · Regular · 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 · 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 ₹4,995 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. 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