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)
₹5,331 Cr
Lock In Period
N/A
Expense Ratio
2.02
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
Kotak Contra Fund - Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.36 | 0.59 | 2.46 |
| 6M | -0.84 | 2.46 | 8.73 |
| 1Y | 1.20 | 4.77 | 15.33 |
| 3Y | 16.19 | 15.24 | 63.13 |
Portfolio Analysis
- Equity: 97.99%
- Debt: 2.01%
- Others
As on: 2026-06-30
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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 ₹5,331 Crore. The fund benchmarks its performance against the Nifty 100 Total Return while maintaining an expense ratio of 2.02. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI Contra Fund Growth | 5 | 47,361 CR | 1.6 |
| Invesco India Contra Fund Growth | 3 | 19,995 CR | 1.89 |
| Kotak Contra Fund - Growth | 4 | 5,331 CR | 2.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Contra Fund Growth | -2.9865 | 43.8718 |
| This FundInvesco India Contra Fund Growth | -3.4287 | 51.7407 |
| This FundKotak Contra Fund - Growth | 1.1965 | 56.86 |
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 2.02. 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 : 2.36%
- 6 Months : -0.84%
- 1 Year : 1.20%
- 3 Years : 16.19%
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 ₹5,331 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.
