Kotak India EQ Contra Fund - Payout of Income Distribution cum capital withdrawal option

4
Contra NAV 32.1120 0 08 June, 2023

Fund Details

Category Contra
Fund Type Open Ended
Investment Plan Dividend
Launch Date 27 July, 2005
Benchmark NIFTY 100
Asset Size(Cr) 1467.20 (As on 31-03-2023)
Turn over 23.64%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 90 days
Expense Ratio 2.03% (As on 31-03-2023)
Fund Manager Shibani Kurian

Investment Returns (As on 08 Jun, 2023)

Duration Returns Benchmark Category
1 W 1.56% 1.58% 1.48%
1 M 3.42% 4.02% 3.49%
3 M 1.18% 1.44% 1.89%
6 M 1.85% 0.35% 1.06%
1 Y 9.37% 7.25% 10.37%
2 Y 13.57% 12.49% 16.16%
3 Y 25.75% 23.79% 29.88%
5 Y 11.94% 12.46% 12.72%

Risk Mesasures (As on 08 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.3 0.73 0.92 1.06
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.18%

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 - Payout of Income Distribution cum capital withdrawal option 9.37% 25.75% 11.94%
Invesco India Contra Fund - Growth 6.44% 23.42% 10.43%

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