Kotak India EQ Contra Fund - Growth

Contra NAV 113.633 0 08 December, 2023

It is one of the best mutual funds of Kotak Asset Management Company Limited that follows value style of investment and picks undervalued stocks that have high potential of achieving remarkable growth in the long term. The fund manager, Mr. Deepak Gupta invests the assets predominantly in the equity & equity related instruments for accomplishing the long term financial goals of the investors. Investors having moderately high risk appetite can park their cash in Kotak India EQ Contra Fund.

Fund Details

Category Contra
Fund Type Open Ended
Investment Plan Growth
Launch Date 27 July, 2005
Benchmark NIFTY 500 TRI
Asset Size(Cr) 1860.9185000000002
ISIN No. INF174K01245
Turn over 23.64%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load Exit load of 1% if redeemed within 90 days.
Expense Ratio 2.05
Fund Manager Shibani Kurian
Fund House Kotak Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.77% 1.58% 1.48%
1 M -0.5% 4.02% 3.49%
3 M 3.84% 1.44% 1.89%
6 M 17.87% 0.35% 1.06%
1 Y 20.75% 7.25% 10.37%
2 Y 13.57% 12.49% 16.16%
3 Y 23.27% 23.79% 29.88%
5 Y 16.76% 12.46% 12.72%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.46 1.4 2.61 0.93
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 3.16%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak India EQ Contra Fund - Growth 20.75% 23.27% 16.76%
Invesco India Contra Fund - Growth 15.32% 21.35% 15.59%

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Kotak India EQ Contra Fund: Best Investment Plan With Higher Returns

The value-oriented fund of Kotak Mutual Fund is one of the best investment plans in India that can help you in achieving your financial goals early. The scheme marked its presence in the mutual fund market on 27th July, 2005 and with the passage of time the mutual fund has emerged as the leading value-oriented scheme in the finance market. The fund parks the money safe in the stocks that are currently at lower valuations but have the tendency to achieve new heights.

Kotak India EQ Contra Fund: Philosophy of Investment

The value-oriented scheme of Kotak analyze the P/B (Price-to-Book) Ratio or P/E (Price-to-Earn) Ratio for determining the undervalued stocks having strong fundamentals. The mutual fund invests in 56 stocks having high growth potential in the future. Thus, if you are also looking for a mutual fund that invest in the value stocks, then you should start your mutual fund investment in this scheme.

Kotak India EQ Contra Fund: Portfolio Analysis

The scheme invests largely in the equities and allocates the assets in the large number of sectors. Currently, the financial sector holds the highest percentage of asset allocation followed by other promising sectors like, technology, energy, FMCG, automobile, construction, etc. Doing so, the fund managers makes sure that the risk attached to one sector during market fluctuations gets minimized. Also, allocating the assets in the large number of sectors helps in grabbing the market opportunities across different sectors making it one of the best investment plans in India.

Kotak India EQ Contra Fund: Exceptional Past Performance

The tight portfolio of this value-oriented fund of Kotak AMC has helped the fund in giving a thriving past performance. The 5, 7, and 10-year annualized returns of the mutual fund is 14.44%, 14.61%, and 18.81%, respectively. The fund has provided good returns in the long term which makes it a suitable scheme for the investors who are willing to step in the mutual fund space with a long term investment perspective through SIP.

Kotak India EQ Contra Fund: SIP or Lumpsum?

Pick the mode of investment according to your convenience. If you want to park your surplus cash in the mutual fund industry through value investing then you can opt for Lumpsum mode of investment. However, if you want to enter through a disciplined approach then you should begin your investment journey through SIP (Systematic Investment Plan).

Furthermore, the minimum SIP investment required is Rs. 1,000 whereas the minimum lumpsum investment required is Rs. 5,000. For investing wisely, you can also take help from the SIP Calculator or Lumpsum Calculator.

Kotak India EQ Contra Fund: Why to Invest?

Kotak India EQ Contra Fund follows value investing which have its own pros over the growth style of investment. Value investing is capable to provide more risk adjusted returns during market downtrend. Moreover, by investing for a longer period of time through value investing, an individual is free from the day to day fluctuations of the finance market. Furthermore, through value investing you can accumulate more number of units at lower valuations and when the market appears bullish you can easily generate huge profit.

Kotak India EQ Contra Fund: Who Should Invest?

  1. Investors With Long Term Approach: Value investing yield good results in the long term and same is the case with Kotak India EQ Contra Fund. Thus, if you are an investor having long investment horizon, then you should consider investing in this value-oriented scheme of Kotak Mutual Fund.
  2. Investors Looking for Diversification: For the investors searching for a perfect option to diversify the portfolio should include this scheme in the portfolio. Moreover, according to the financial experts, an investor should maintain a combination of growth oriented and value oriented schemes in the portfolio if he wishes to accumulate higher risk adjusted returns during market turbulence.
  3. Investors Having Moderately High Risk Appetite: An investor who can digest moderately high risk in search of higher returns should consider investing in Kotak India EQ Contra Fund- Standard Plan.

Wrapping up all, you must know all the key points regarding the value-oriented fund of Kotak Mutual Fund. So, if you are also a value investor or want to gain high returns in the future then you should begin investing in Kotak India EQ Contra Fund through SIP mode of investment.

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