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

Kotak Contra Fund - Portfolio Analysis

  • ₹51.91 (-0.66%)

    Current NAV 11-07-2025

  • 0.82%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 98.78%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 58.57
Small Cap 20.18
Mid Cap 16.71
Others 3.32

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial Services

Industrials

Technology

Consumer Cyclical

Healthcare

Basic Materials

Consumer Defensive

Energy

Utilities

Communication Services

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
11-Jul-2025
Holdings PE Ratio
11-Jul-2025
1Y Return
HDFC Bank Ltd Large Cap Financial Services (20.57) 7.11% 21.49 22.31%
ICICI Bank Ltd Large Cap Financial Services (20.57) 6.01% 19.89 14.7%
State Bank of India Large Cap Financial Services (8.84) 3.75% 9.3 -5.61%
Reliance Industries Ltd Large Cap Energy (36.92) 3.51% 29.04 -5.49%
Infosys Ltd Large Cap Technology (30.28) 3.3% 24.8 -3.52%
Bharti Airtel Ltd Large Cap Communication Services (49.12) 3.11% 33.22 33.56%
Tech Mahindra Ltd Large Cap Technology (30.28) 2.87% 36.79 9.49%
Mphasis Ltd Mid Cap Technology (19.56) 2.51% 0 0%
Zen Technologies Ltd Small Cap Industrials (52.06) 2.47% 59.86 40.79%
Axis Bank Ltd Large Cap Financial Services (24.43) 2.43% 28.68 29.81%
Poonawalla Fincorp Ltd Small Cap Financial Services (68.5) 2.4% 0 100.49%
Maruti Suzuki India Ltd Large Cap Consumer Cyclical (31.12) 2.3% 27.58 4.29%
Shriram Finance Ltd Financial Services 2.24% - 0%
NTPC Ltd Large Cap Utilities (27.15) 2.18% 14.18 -9.2%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 2.12% 44.61 34.3%
Power Finance Corp Ltd Large Cap Financial Services (12.22) 2.07% 6.03 -12.43%
Swiggy Ltd Large Cap Consumer Cyclical 2.07% - 0%
Indian Bank Mid Cap Financial Services (8.84) 2.03% 7.55 14.63%
GE Vernova T&D India Ltd Mid Cap Industrials (26.89) 1.88% 206.18 772.74%
Fortis Healthcare Ltd Mid Cap Healthcare (47.2) 1.84% 74.47 62.88%
Bharat Electronics Ltd Large Cap Industrials (52.06) 1.8% 56.22 21.96%
Bharat Petroleum Corp Ltd Large Cap Energy (36.92) 1.78% 11.22 12.49%
GAIL (India) Ltd Large Cap Utilities (12.85) 1.73% 9.89 -12.52%
Hero MotoCorp Ltd Large Cap Consumer Cyclical (30.98) 1.69% 19.55 -21.5%
Godrej Consumer Products Ltd Large Cap Consumer Defensive (55.96) 1.67% 65.16 -16.6%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 1.66% 18.4 18.6%
InterGlobe Aviation Ltd Large Cap Industrials (31.66) 1.53% 31.52 37.13%
Jubilant Pharmova Ltd Small Cap Healthcare (55.16) 1.48% -300.03 96.3%
Radico Khaitan Ltd Small Cap Consumer Defensive (69.46) 1.4% 105.5 63.76%
SRF Ltd Mid Cap Industrials (77.18) 1.35% 75.33 32.89%
Nuvama Wealth Management Ltd Small Cap Financial Services 1.34% - 0%
Century Plyboards (India) Ltd Small Cap Basic Materials (42.18) 1.34% 87.53 2.25%
Kotak Mahindra Bank Ltd Large Cap Financial Services (24.43) 1.24% 26.45 -0.13%
Sapphire Foods India Ltd Small Cap Consumer Cyclical 1.19% - 0%
Kalpataru Projects International Ltd Small Cap Industrials (29.63) 1.19% 34.68 -14.55%
Power Grid Corp Of India Ltd Large Cap Utilities (29.63) 1.16% 17.89 -12.89%
IndusInd Bank Ltd Mid Cap Financial Services (20.57) 1.14% 25.97 -39.98%
ITC Ltd Large Cap Consumer Defensive (14.83) 1.08% 15.12 -0.92%
Hexaware Technologies Ltd Ordinary Shares Technology 1.08% - 0%
Larsen & Toubro Ltd Large Cap Industrials (31.77) 1.06% 33.11 -2.23%
APL Apollo Tubes Ltd Mid Cap Basic Materials (29.47) 1.05% 62.35 9.53%
Global Health Ltd Small Cap Healthcare (47.2) 1.01% 72.9 4.49%
Sun Pharmaceuticals Industries Ltd Large Cap Healthcare (39.48) 0.99% 36.72 5.64%
J.B. Chemicals & Pharmaceuticals Ltd Small Cap Healthcare (55.16) 0.98% 48.39 61.86%
Voltas Ltd Mid Cap Consumer Cyclical (66.19) 0.97% 53.91 -9.36%
Kajaria Ceramics Ltd Small Cap Industrials (55.28) 0.95% 63.31 -16.82%
Emami Ltd Small Cap Consumer Defensive (58.55) 0.94% 31.7 -23.47%
PNB Housing Finance Ltd Small Cap Financial Services (17.94) 0.92% 14.42 34.18%
Shoppers Stop Ltd Small Cap Consumer Cyclical (98.93) 0.9% 516.11 -39.01%
United Breweries Ltd Mid Cap Consumer Defensive (75.35) 0.89% 132.81 16.13%
Metropolis Healthcare Ltd Small Cap Healthcare (64.18) 0.88% -1.11 36.82%
Jyoti CNC Automation Ltd Small Cap Industrials (57.11) 0.8% 72.95 -16.14%
Ajanta Pharma Ltd Mid Cap Healthcare (39.48) 0.75% 35.43 17.91%
Jindal Steel & Power Ltd Mid Cap Basic Materials (30.2) 0.63% 34 -7.59%
Torrent Pharmaceuticals Ltd Large Cap Healthcare (39.48) 0% 58.57 11.84%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Kotak Contra Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Kotak Contra Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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