Kotak Contra Fund - Growth

Kotak Contra Fund - Growth is a scheme launched by Kotak Mutual Fund on July 27, 2005, and falls under the Contra fund category. It currently manages an AUM of Rs 4,493.36 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.88% for managing the portfolio.

• Investing Strategy:

  To generate capital appreciation from a diversified portfolio of equity and equity related instruments.

• Performance:

  Kotak Contra Fund - Growth trailing returns over different times are -2.58% (1 year), 21.29% (3 year) and 23.25% (5 year). The average annual return of this fund stands at 3.52%.