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Fund Overview of Kotak Contra Fund Regular-Growth
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₹5,196.4 CrAUM
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₹151.40NAV
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2.02%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Kotak Contra Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -3.34% | NA | 1.76% |
| 6 Months | 1.72% | NA | 9.97% |
| 1 Year | -2.07% | -2.07% | -3.45% |
| 2 Years | 2.43% | 1.21% | 21.19% |
| 3 Years | 47.84% | 13.92% | 21.16% |
| 5 Years | 78.11% | 12.24% | 24.80% |
| 7 Years | 180.41% | 15.87% | NA |
| 10 Years | 305.69% | 15.03% | 15.43% |
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As on Thu Nov 05, 2026
Asset Allocation of Kotak Contra Fund Regular-Growth
equities
98.27%other assets or cash equivalents
1.73%Large Cap: 52.16%
Mid Cap: 31.95%
Small Cap: 15.90%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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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 ₹5,196.4 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.0175%. Fund Manager Manager Education
About FundAbout Kotak Contra Fund Regular-Growth
The portfolio allocation consists of 98.27% in equities, 1.73% in other assets or cash equivalents.Managed by Shibani Sircar Kurian, it has delivered a return of -2.07% in the last year, a total return since inception of 13.61%.
Depending on risk tolerance investors often evaluate best sip to invest during the long-term financial strategy.
Shibani Sircar Kurian
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Key Metrics of Kotak Contra Fund Regular-Growth
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Standard Deviation16.15%
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Mean12.86%
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Sharpe Ratio0.45%
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Alpha2.07%
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Beta1.02%
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Sortino Ratio0.57%
Kotak Contra Fund Regular-Growth Fund Details
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Compare Mutual Funds
Kotak Contra Fund Regular-Growth Fund Returns Comparison
Compare Kotak Contra Fund Regular-Growth with other mutual funds in the same category
Kotak Contra Fund Regular-Growth
Axis Value Fund Direct-Growth
Axis Value Fund Direct-IDCW
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Axis Value Fund Direct-Growth  |
₹1,836 | 4.88% | 0.18% | 6.63% | 19.14% | 15.63% |
| Axis Value Fund Direct-IDCW |
₹1,836 | 4.88% | 0.18% | 6.63% | 19.14% | 15.63% |
| HSBC Value Fund Direct-Growth |
₹14,660 | 3.21% | -2.20% | 0.30% | 15.59% | 14.73% |
| HSBC Value Fund Direct-IDCW |
₹14,660 | 3.21% | -2.20% | 0.30% | 15.59% | 14.73% |
| SBI Contra Direct Plan-Growth |
₹45,068 | 4.84% | -1.53% | -3.17% | 11.80% | 14.14% |
| SBI Contra Direct Plan-IDCW |
₹45,068 | 4.84% | -1.53% | -3.17% | 11.80% | 14.14% |
| Axis Value Fund Regular-Growth |
₹1,836 | 4.77% | -0.15% | 5.21% | 17.51% | 14.03% |
| Axis Value Fund Regular-IDCW |
₹1,836 | 4.77% | -0.15% | 5.21% | 17.51% | 14.03% |
| ICICI Prudential Value Direct-Growth |
₹57,250 | 6.84% | -1.09% | -3.55% | 13.13% | 13.97% |
| ICICI Prudential Value Direct-IDCW |
₹57,250 | 6.84% | -1.09% | -3.55% | 13.13% | 13.97% |
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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 |
|---|---|---|---|---|---|---|
|
Kotak Contra Fund Direct-Growth
|
₹5,196 | 3.97% | -3.04% | 2.36% | -0.84% | 15.40% |
|
Kotak Contra Fund Regular-IDCW
|
₹5,196 | 3.86% | -3.34% | 1.72% | -2.07% | 13.92% |
|
Kotak Contra Fund Direct-IDCW
|
₹5,196 | 3.97% | -3.04% | 2.36% | -0.84% | 15.40% |
|
Kotak Nifty 50 Value 20 ETF-IDCW
|
₹74 | 7.92% | -0.27% | -0.38% | -5.01% | 7.46% |
|
Kotak Nifty200 Value 30 Index Fund Regular-Growth
|
₹13 | 3.99% | -4.86% | -6.09% | - | - |
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Kotak Nifty200 Value 30 Index Fund Direct-Growth
|
₹13 | 4.03% | -4.78% | -5.94% | - | - |
|
Kotak Nifty200 Value 30 Index Fund Regular-IDCW
|
₹13 | 3.99% | -4.86% | -6.09% | - | - |
|
Kotak Nifty200 Value 30 Index Fund Direct-IDCW
|
₹13 | 4.03% | -4.78% | -5.94% | - | - |
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growth is based on 1-month returns of the fundsKotak Contra Fund Regular-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Value Fund-Growth |
₹57,250 | ₹464.10 | 12.55% | 13.37% | 14.25% |
| ICICI Prudential Value Direct-Growth |
₹57,250 | ₹513.24 | 13.13% | 13.97% | 14.99% |
| ICICI Prudential Value Direct-IDCW |
₹57,250 | ₹115.87 | 13.13% | 13.97% | 14.99% |
| ICICI Prudential Value Fund-IDCW |
₹57,250 | ₹35.10 | 12.55% | 13.37% | 14.25% |
| SBI Contra Fund-Growth |
₹45,068 | ₹375.77 | 10.85% | 13.17% | 14.82% |
| SBI Contra Direct Plan-Growth |
₹45,068 | ₹414.54 | 11.80% | 14.14% | 15.68% |
| SBI Contra Direct Plan-IDCW |
₹45,068 | ₹87.49 | 11.80% | 14.14% | 15.68% |
| SBI Contra Fund-IDCW |
₹45,068 | ₹65.16 | 10.85% | 13.17% | 14.82% |
| Invesco India Contra Fund Regular-Growth |
₹19,246 | ₹135.37 | 14.43% | 11.35% | 14.73% |
| Invesco India Contra Fund Direct-Growth |
₹19,246 | ₹160.94 | 15.71% | 12.64% | 16.17% |
View More
Top funds are based on Fund AUM
Kotak Contra Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 6.89% | ₹345.29 Cr |
| Hdfc Bank Ltd | Financial | 6.61% | ₹339.67 Cr |
| Icici Bank Ltd | Financial | 6.16% | ₹339.23 Cr |
| Icici Bank Ltd | Financial | 6.16% | ₹339.23 Cr |
| Icici Bank Ltd | Financial | 6.16% | ₹339.23 Cr |
| Icici Bank Ltd | Financial | 6.16% | ₹339.23 Cr |
| Hdfc Bank Ltd | Financial | 6.87% | ₹338.33 Cr |
| Hdfc Bank Ltd | Financial | 6.87% | ₹338.33 Cr |
| Hdfc Bank Ltd | Financial | 6.26% | ₹318.44 Cr |
| Hdfc Bank Ltd | Financial | 7.07% | ₹316.14 Cr |
| Icici Bank Ltd | Financial | 5.93% | ₹308.36 Cr |
| Icici Bank Ltd | Financial | 5.93% | ₹308.36 Cr |
| Icici Bank Ltd | Financial | 5.93% | ₹308.36 Cr |
| Icici Bank Ltd | Financial | 5.93% | ₹308.36 Cr |
| Hdfc Bank Ltd | Financial | 5.82% | ₹304.22 Cr |
| Hdfc Bank Ltd | Financial | 6.32% | ₹297.94 Cr |
| Hdfc Bank Ltd | Financial | 6.32% | ₹297.94 Cr |
| Icici Bank Ltd | Financial | 5.54% | ₹295.40 Cr |
| Icici Bank Ltd | Financial | 5.54% | ₹295.40 Cr |
| Icici Bank Ltd | Financial | 5.54% | ₹295.40 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Axis Value Fund Direct-Growth |
₹21.71 | 19.14% | 15.63% | - |
| Axis Value Fund Direct-IDCW |
₹18.26 | 19.14% | 15.63% | - |
| HSBC Value Fund Direct-Growth |
₹126.90 | 15.59% | 14.73% | - |
| HSBC Value Fund Direct-IDCW |
₹62.80 | 15.59% | 14.73% | - |
| SBI Contra Direct Plan-Growth |
₹414.54 | 11.80% | 14.14% | - |
| SBI Contra Direct Plan-IDCW |
₹87.49 | 11.80% | 14.14% | - |
| Axis Value Fund Regular-Growth |
₹20.21 | 17.51% | 14.03% | - |
| Axis Value Fund Regular-IDCW |
₹17.00 | 17.51% | 14.03% | - |
| ICICI Prudential Value Direct-Growth |
₹513.24 | 13.13% | 13.97% | - |
| ICICI Prudential Value Direct-IDCW |
₹115.87 | 13.13% | 13.97% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Contra Fund Regular-Growth
What is the current AUM of Kotak Contra Fund Regular-Growth?
As of Wed Sep 30, 2026, Kotak Contra Fund Regular-Growth manages assets worth ₹5,196.4 crore
How has Kotak Contra Fund Regular-Growth performed recently?
- 3 Months: -3.34%
- 6 Months: 1.72%
What is the long-term performance of Kotak Contra Fund Regular-Growth?
- 3 Years CAGR: 13.92%
- 5 Years CAGR: 12.24%
- Since Inception: 13.61%
What is the portfolio composition of Kotak Contra Fund Regular-Growth?
Equity: 98.27%, Others: 1.73%.
Who manages Kotak Contra Fund Regular-Growth?
Kotak Contra Fund Regular-Growth is managed by Shibani Sircar Kurian from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Contra Fund Regular-Growth?
Large Cap: 52.16%, Mid Cap: 31.95%, Small Cap: 15.90%.
Which are the top companies Kotak Contra Fund Regular-Growth has invested in?
- HDFC Bank Ltd – 6.89% of the fund's portfolio
- HDFC Bank Ltd – 6.61% of the fund's portfolio
- ICICI Bank Ltd – 6.16% of the fund's portfolio
- ICICI Bank Ltd – 6.16% of the fund's portfolio
- ICICI Bank Ltd – 6.16% of the fund's portfolio
Which are the major sectors Kotak Contra Fund Regular-Growth focuses on?
- Financial – 124.01% of the fund's portfolio
View more FAQ's
