Kotak Contra Fund Regular-growth
- 3 Months
- 6 Months
- 1 Year
- 3 Years
- 5 Years
- RSI
Fund Overview
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₹4,471.8 CrAUM
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₹148.48NAV
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1.85%Expense Ratio
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EquityFund Category
Returns of Kotak Contra Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.98% | NA | 1.76% |
| 6 Months | 17.49% | NA | 9.97% |
| 1 Year | -2.58% | -2.58% | -3.45% |
| 3 Years | 78.42% | 21.29% | 21.16% |
| 5 Years | 184.36% | 23.25% | 24.80% |
| 7 Years | 187.58% | 16.29% | NA |
| 10 Years | 348.98% | 16.20% | 15.43% |
Asset Allocation
equities
98.29%other assets or cash equivalents
1.71%Kotak Contra Fund Regular-growth is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 27 Jul 2005, the fund aims Long term capital growth. Investment in portfolio of predominantly equity & equity related securities. It manages assets worth ₹4,471.8 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.85%. Fund Manager Manager Education
The portfolio allocation consists of 98.29% in equities, 1.71% in other assets or cash equivalents. Managed by Shibani Sircar Kurian, it has delivered a return of -2.58% in the last year, a total return since inception of 14.46%.
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Standard Deviation13.59%
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Sharpe Ratio0.95%
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Alpha4.89%
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Beta0.99%
Fund Details
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Fund NamesKotak Contra Fund Regular-growth
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Inception Date27 Jul 2005
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Lock InNo Lock-in
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SIP Minimum Investment amount₹ 100
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SWP Minimum Investment amount₹ 1000
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STP Minimum Investment amount₹ 1000
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RiskPrincipal at very high risk
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Uti Dynamic Bond Fund Direct-flexi Idcw  |
₹481.67 Cr | 1.13% | 0.44% | 6.68% | 7.89% | 9.23% |
| Uti Low Duration Fund Regular Plan-bonus |
₹3,211.14 Cr | 0.52% | 1.50% | 7.79% | 7.45% | 7.08% |
| Aditya Birla Sun Life Corporate Bond Fund Direct-discipline Advantage Plan |
₹28,596.86 Cr | 0.86% | 0.99% | 7.66% | 8.06% | 6.68% |
| Uti Money Market Fund Direct-flexi Idcw |
₹20,553.67 Cr | 0.47% | 1.53% | 7.91% | 7.67% | 6.22% |
| Nippon India Gilt Fund Direct-automatic Annual Reinvest Option |
₹2,056.83 Cr | 1.68% | -0.15% | 4.21% | 7.72% | 5.93% |
| Nippon India Gilt Fund Direct Defined Maturity Date-growth |
₹2,056.83 Cr | 1.68% | -0.15% | 4.21% | 7.72% | 5.93% |
| Uti Liquid Direct-flexi Idcw |
₹29,013.49 Cr | 0.47% | 1.44% | 6.91% | 7.09% | 5.73% |
| Sbi Magnum Ultra Short Duration Fund Regular ( Automatic Reinvestment) |
₹15,902.29 Cr | 0.48% | 1.48% | 7.27% | 7.15% | 5.72% |
| Uti Liquid Regular Plan-flexi Idcw |
₹29,013.49 Cr | 0.46% | 1.42% | 6.82% | 7.00% | 5.64% |
| Nippon India Gilt Pf Fund -automatic Annual Reinvest Option |
₹2,056.83 Cr | 1.62% | -0.35% | 3.40% | 6.86% | 5.02% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Kotak Gilt Investment Pf & Trust-growth
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₹4,007 Cr | 1.85% | -0.61% | -0.28% | 1.85% | 6.42% |
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Kotak Debt Hybrid Fund Regular-growth
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₹3,130 Cr | 1.10% | -0.29% | 3.16% | 1.29% | 10.28% |
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Kotak Bond Fund Regular-growth
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₹2,095 Cr | 1.24% | 0.14% | 2.30% | 5.07% | 7.06% |
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Kotak Multi Asset Allocator Fof - Dynamic Regular-growth
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₹1,858 Cr | 1.61% | 1.05% | 10.28% | 4.45% | 20.01% |
Kotak Technology Fund Regular - Growth
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₹587 Cr | -4.45% | -8.58% | 0.53% | -14.30% | - |
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Kotak Nifty 50 Equal Weight Index Fund Regular-growth
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₹18 Cr | 0.60% | -1.30% | 7.84% | - | - |
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Kotak Nifty 200 Quality 30 Index Fund Direct-growth
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₹10 Cr | -1.09% | - | - | - | - |
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Kotak Nifty 200 Quality 30 Index Fund Regular-growth
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₹10 Cr | -1.11% | - | - | - | - |
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Kotak Nifty200 Quality 30 Etf-growth
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₹2 Cr | -1.08% | - | - | - | - |
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Kotak Nifty 100 Equal Weight Etf-growth
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₹2 Cr | 0.78% | -0.96% | 8.70% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Tax Information
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Uti Liquid Regular Plan-flexi Idcw |
₹29,013.49 Cr | ₹1,578.23 | 7.00% | 5.64% | 6.19% |
| Uti Liquid Direct-flexi Idcw |
₹29,013.49 Cr | ₹1,587.64 | 7.09% | 5.73% | 6.26% |
| Aditya Birla Sun Life Corporate Bond Fund Direct-discipline Advantage Plan |
₹28,596.86 Cr | ₹10.83 | 8.06% | 6.68% | 7.86% |
| Uti Money Market Fund Direct-flexi Idcw |
₹20,553.67 Cr | ₹1,626.97 | 7.67% | 6.22% | 6.87% |
| Sbi Magnum Ultra Short Duration Fund Regular ( Automatic Reinvestment) |
₹15,902.29 Cr | ₹1,264.64 | 7.15% | 5.72% | 6.55% |
| Uti Low Duration Fund Regular Plan-bonus |
₹3,211.14 Cr | ₹3,013.90 | 7.45% | 7.08% | 6.20% |
| Nippon India Gilt Fund Direct-automatic Annual Reinvest Option |
₹2,056.83 Cr | ₹23.13 | 7.72% | 5.93% | 8.46% |
| Nippon India Gilt Pf Fund -automatic Annual Reinvest Option |
₹2,056.83 Cr | ₹31.73 | 6.86% | 5.02% | 7.44% |
| Nippon India Gilt Fund Direct Defined Maturity Date-growth |
₹2,056.83 Cr | ₹42.86 | 7.72% | 5.93% | 8.46% |
| Uti Dynamic Bond Fund Direct-flexi Idcw |
₹481.67 Cr | ₹17.00 | 7.89% | 9.23% | 7.45% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 7.07% | ₹316.14 Cr |
| Icici Bank Ltd | Financial | 5.79% | ₹258.96 Cr |
| State Bank Of India | Financial | 3.38% | ₹151.11 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.28% | ₹146.90 Cr |
| Infosys Ltd | Technology | 3.18% | ₹142.42 Cr |
| Bharti Airtel Ltd | Technology | 3.07% | ₹137.28 Cr |
| Mphasis Ltd | Technology | 2.86% | ₹127.69 Cr |
| Swiggy Ltd. | Technology | 2.60% | ₹116.25 Cr |
| Tech Mahindra Ltd | Technology | 2.56% | ₹114.46 Cr |
| Poonawalla Fincorp Ltd | Financial | 2.40% | ₹107.38 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 2.26% | ₹100.86 Cr |
| Shriram Transport Finance Company Ltd | Financial | 2.23% | ₹99.63 Cr |
| Ultratech Cement Ltd | Materials | 2.22% | ₹99.40 Cr |
| Ge T&d India Ltd | Industrials | 2.20% | ₹98.18 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.14% | ₹95.66 Cr |
| Ntpc Ltd | Energy & Utilities | 2.09% | ₹93.59 Cr |
| Indian Bank | Financial | 1.96% | ₹87.64 Cr |
| Srf Ltd | Materials | 1.86% | ₹82.96 Cr |
| Axis Bank Ltd | Financial | 1.82% | ₹81.52 Cr |
| Power Finance Corporation Ltd | Financial | 1.82% | ₹81.40 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 1.76% | ₹78.70 Cr |
| Bharat Electronics Ltd | Industrials | 1.72% | ₹76.89 Cr |
| Repo | Unspecified | 1.68% | ₹75.30 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 1.63% | ₹73.02 Cr |
| Interglobe Aviation Ltd | Industrials | 1.63% | ₹72.88 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.60% | ₹71.67 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.55% | ₹69.38 Cr |
| Ipca Laboratories Ltd | Healthcare | 1.55% | ₹69.17 Cr |
| Radico Khaitan Ltd | Consumer Staples | 1.45% | ₹64.69 Cr |
| Jubilant Pharmova Ltd | Healthcare | 1.44% | ₹64.32 Cr |
| Global Health Ltd | Healthcare | 1.35% | ₹60.17 Cr |
| Nuvama Wealth Management Ltd | Financial | 1.29% | ₹57.85 Cr |
| Indusind Bank Ltd | Financial | 1.27% | ₹56.80 Cr |
| Century Plyboards (india) Ltd | Materials | 1.21% | ₹54.05 Cr |
| Metropolis Healthcare Ltd | Healthcare | 1.17% | ₹52.50 Cr |
| Voltas Ltd | Industrials | 1.16% | ₹52.05 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 1.14% | ₹51.20 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 1.13% | ₹50.75 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 1.11% | ₹49.76 Cr |
| Coromandel International Ltd | Materials | 1.09% | ₹48.53 Cr |
| Itc Ltd | Consumer Staples | 1.02% | ₹45.64 Cr |
| Pnb Housing Finance Ltd | Financial | 1.02% | ₹45.55 Cr |
| Larsen & Toubro Ltd | Industrials | 1.00% | ₹44.93 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.99% | ₹44.36 Cr |
| Kajaria Ceramics Ltd | Industrials | 0.99% | ₹44.26 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.97% | ₹43.35 Cr |
| Emami Ltd | Consumer Staples | 0.93% | ₹41.48 Cr |
| Apl Apollo Tubes Ltd | Industrials | 0.89% | ₹39.87 Cr |
| Shoppers Stop Ltd | Consumer Discretionary | 0.88% | ₹39.40 Cr |
| Hexaware Technologies Limited Eq New Fv Rs.2/- | Technology | 0.85% | ₹37.95 Cr |
| United Breweries Ltd | Consumer Staples | 0.84% | ₹37.47 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 0.81% | ₹36.04 Cr |
| Bank Of Baroda | Financial | 0.80% | ₹35.68 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.79% | ₹35.29 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.65% | ₹28.89 Cr |
| Jindal Steel & Power Ltd | Materials | 0.62% | ₹27.50 Cr |
| Tata Chemicals Ltd | Materials | 0.60% | ₹27.02 Cr |
| Jyoti Cnc Automation Ltd. | Industrials | 0.60% | ₹26.91 Cr |
| Net Current Assets | Unspecified | 0.03% | ₹1.09 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Nippon India Value Fund Direct-growth |
₹244.26 | 23.22% | 26.92% | - |
| Nippon India Value Fund-growth |
₹222.79 | 22.34% | 26.03% | - |
| Kotak Contra Fund Direct-growth |
₹175.53 | 23.38% | 25.37% | - |
| Aditya Birla Sun Life Value Direct Fund-growth |
₹136.24 | 21.43% | 23.81% | - |
| Kotak Contra Fund Regular-growth |
₹148.48 | 21.74% | 23.69% | - |
| Hdfc Value Fund-growth |
₹729.90 | 19.65% | 22.72% | - |
| Aditya Birla Sun Life Value Fund Regular-growth |
₹120.81 | 20.39% | 22.71% | - |
| Uti Value Fund Regular Plan-growth |
₹166.12 | 18.81% | 22.20% | - |
growth is based on 5Y returns of the funds
- 3 Months: 2.98%
- 6 Months: 17.49%
- 3 Years CAGR: 21.29%
- 5 Years CAGR: 23.25%
- Since Inception: 14.46%
- HDFC Bank Ltd – 7.07% of the fund's portfolio
- ICICI Bank Ltd – 5.79% of the fund's portfolio
- State Bank of India – 3.38% of the fund's portfolio
- Reliance Industries Ltd – 3.28% of the fund's portfolio
- Infosys Ltd – 3.18% of the fund's portfolio
- Financial – 31.50% of the fund's portfolio
- Technology – 15.12% of the fund's portfolio
- Industrials – 11.33% of the fund's portfolio
- Healthcare – 10.40% of the fund's portfolio
- Energy & Utilities – 9.79% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
