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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹5,225 Cr
Lock In Period
N/A
Expense Ratio
1.83
Benchmark
Nifty 100 Total Return
Exit Load
For redemption / switch out within 90 days from the date of allotment:1%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.
Summary
Latest details for Kotak Contra Fund - Growth include a ₹139.553 NAV as of Mar 27,2026 and returns since inception of 68.82%. Minimum investments start at SIP ₹100. The Kotak Contra Fund - Growth AUM is ₹5,225 Cr, with a lock-in of N/A years, expense ratio of 1.83%, and benchmark Nifty 100 Total Return. Exit load is - For redemption / switch out within 90 days from the date of allotment:1%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded -8.84% returns, against a category average of -1.70% and a category best of 1.95%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.84 | -1.70 | 1.95 |
| 6M | -5.17 | 0.94 | 8.73 |
| 1Y | 3.30 | 4.96 | 15.33 |
| 3Y | 19.07 | 17.04 | 75.61 |
Portfolio Analysis
- Equity: 98.35%
- Debt: 1.65%
- Others
As on: 2026-02-28
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About Fund
Kotak Contra Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Contra Fundsscheme with Assets Under Management of ₹5,225 Crore. The fund benchmarks its performance against the Nifty 100 Total Return while maintaining an expense ratio of 1.83. Under the expert guidance of Shibani Kurian ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Contra Fund Growth | 5 | 49111.5 CR | 1.5 |
| This FundInvesco India Contra Fund Growth | 3 | 19948.05 CR | 1.62 |
| This FundKotak Contra Fund - Growth | 2 | 5224.68 CR | 1.83 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Contra Fund Growth | -0.1326 | 61.6311 |
| This FundInvesco India Contra Fund Growth | -1.8976 | 63.5084 |
| This FundKotak Contra Fund - Growth | 3.2999 | 68.8204 |
FAQs
Kotak Contra Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Contra Fund - Growth is 1.83. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Contra Fund - Growth’s fund performance is as follows:
- 1 Month : -8.84%
- 6 Months : -5.17%
- 1 Year : 3.30%
- 3 Years : 19.07%
You can invest in Kotak Contra Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Contra Fund - Growth is ₹5,225 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Contra Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500