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Fund Overview of Kotak Contra Fund Regular-IDCW
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₹5,196.4 CrAUM
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₹52.19NAV
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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-IDCW 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-IDCW
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-IDCW 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-IDCW
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%.
For those looking to take better financial choices it is useful to also review best sip in india that align with financial planning needs.
Shibani Sircar Kurian
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Key Metrics of Kotak Contra Fund Regular-IDCW
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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-IDCW Fund Details
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Compare Mutual Funds
Kotak Contra Fund Regular-IDCW Fund Returns Comparison
Compare Kotak Contra Fund Regular-IDCW with other mutual funds in the same category
Kotak Contra Fund Regular-IDCW
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 Regular-Growth
|
₹5,196 | 3.86% | -3.34% | 1.72% | -2.07% | 13.92% |
|
Kotak Contra Fund Direct-Growth
|
₹5,196 | 3.97% | -3.04% | 2.36% | -0.84% | 15.40% |
|
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% | - | - |
|
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-IDCW 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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Top 25% of investors consistently generate more than 12% return
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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% |
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Top funds are based on Fund AUM
Kotak Contra Fund Regular-IDCW 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-IDCW
What is the current AUM of Kotak Contra Fund Regular-IDCW?
As of Wed Sep 30, 2026, Kotak Contra Fund Regular-IDCW manages assets worth ₹5,196.4 crore
How has Kotak Contra Fund Regular-IDCW performed recently?
- 3 Months: -3.34%
- 6 Months: 1.72%
What is the long-term performance of Kotak Contra Fund Regular-IDCW?
- 3 Years CAGR: 13.92%
- 5 Years CAGR: 12.24%
- Since Inception: 13.61%
What is the portfolio composition of Kotak Contra Fund Regular-IDCW?
Equity: 98.27%, Others: 1.73%.
Who manages Kotak Contra Fund Regular-IDCW?
Kotak Contra Fund Regular-IDCW is managed by Shibani Sircar Kurian from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Contra Fund Regular-IDCW?
Large Cap: 52.16%, Mid Cap: 31.95%, Small Cap: 15.90%.
Which are the top companies Kotak Contra Fund Regular-IDCW 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-IDCW focuses on?
- Financial – 124.01% of the fund's portfolio
View more FAQ's
