Kotak Contra Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Contra Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

5,162 Cr

Lock In Period

N/A

Expense Ratio

1.89

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.

Benchmark

Nifty 100 Total Return

Summary

Kotak Contra Fund - Growth NAV is ₹151.174 as of 30 Jun, 2026. Kotak Contra Fund - Growth has delivered 61.55% returns since its launch. The minimum SIP investment amount in Kotak Contra Fund - Growth is ₹100. The AUM of Kotak Contra Fund - Growth is ₹5,162 Cr. The expense ratio of the fund is 1.89%, and its benchmark is Nifty 100 Total Return. The current exit load of the fund 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 last 1M months, Kotak Contra Fund - Growth has delivered 3.46% returns.

Kotak Contra Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.460.933.57
6M-2.462.108.73
1Y3.275.2115.33
3Y17.3416.5868.01

Portfolio Analysis

  • Equity: 97.71%
  • Debt: 2.29%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC BANK LTD.5.12%
2. ICICI BANK LTD.4.79%
3. AXIS BANK LTD.2.18%
4. JAMMU KASHMIR BANK LTD1.53%
5. INDUSIND BANK LTD.1.46%

1. SHRIRAM FINANCE LIMITED2.64%
2. BAJAJ FINANCE LTD.1.91%
3. POONAWALLA FINCORP LIMITED1.82%
4. PIRAMAL FINANCE LTD1.36%

1. Fortis Healthcare India Ltd2.40%
2. PARK MEDI WORLD LIMITED (PARK HOSPITAL)2.37%
3. Global Health Ltd.1.41%
4. METROPOLIS HEALTHCARE LTD.1.13%

1. STATE BANK OF INDIA.3.27%
2. BANK OF MAHARASHTRA1.41%
3. INDIAN BANK1.31%
4. BANK OF BARODA1.07%

1. Mphasis Ltd1.99%
2. Tech Mahindra Ltd.1.95%
3. Infosys Ltd.1.78%

1. IPCA Laboratories Ltd.1.50%
2. JUBILANT PHARMOVA LIMITED1.12%
3. JB Chemicals & Pharmaceuticals Ltd.1.05%
4. Ajanta Pharma Ltd.0.97%

1. Ultratech Cement Ltd.1.95%
2. Dalmia Bharat Limited1.34%

1. RELIANCE INDUSTRIES LTD.3.02%

1. NTPC LTD2.96%

1. GE VERNOVA T&D INDIA LIMITED1.81%
2. KALPATARU PROJECTS INTERNATIONAL LIMITED1.13%

1. Bharat Electronics Ltd.1.60%
2. ASTRA MICROWAVE PRODUCTS LTD.1.29%

1. Larsen and Toubro Ltd.2.73%

1. BHARTI AIRTEL LTD.2.54%

1. Hero MotoCorp Ltd.2.51%

1. Maruti Suzuki India Limited2.16%

1. Indus Towers Ltd.2.03%

1. SWIGGY LTD1.75%

1. Radico Khaitan Ltd.1.58%

1. Jindal Steel & Power Ltd1.48%

1. SRF LTD.1.44%

1. Hindalco Industries Ltd.1.30%

1. APTUS VALUE HOUSING FINANCE1.29%

1. KEI Industries Ltd.1.27%

1. Coal India Limited1.26%

1. Tata Steel Ltd.1.25%

1. Century Plyboards (India) Ltd.1.19%

1. Inter Globe Aviation Ltd1.17%

1. GODREJ CONSUMER PRODUCTS LTD.1.16%

1. Ashok Leyland Ltd.1.13%

1. Minda Industries Ltd.1.02%

About Fund Kotak Contra Fund - Growth

Kotak Contra Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Contra Fundsscheme with Assets Under Management of ₹5,162 Crore. The fund benchmarks its performance against the Nifty 100 Total Return while maintaining an expense ratio of 1.89. 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.

Fund Managers

Shibani Kurian

.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Contra Fund Growth547263.08 CR1.46
Invesco India Contra Fund Growth319517.34 CR1.66
Kotak Contra Fund - Growth45161.5 CR1.89
Fund Name1Y3Y
This FundSBI Contra Fund Growth-1.086849.2216
This FundInvesco India Contra Fund Growth-1.148157.6951
This FundKotak Contra Fund - Growth3.271661.5547

Kotak Contra Fund - Growth 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 1.89. 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 : 3.46%
  • 6 Months : -2.46%
  • 1 Year : 3.27%
  • 3 Years : 17.34%
Returns of Kotak Contra Fund - Growth are updated daily based on NAV of ₹ 151.174 as on Jun 23,2026. Since inception, the return has been 61.55%.

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 ₹5,162 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.