Category: Equity: Contra |
Launch Date: 27-07-2005 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 1.93% As on (30-04-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,961.62 Cr As on (30-04-2024) |
Turn over: 44.87% | Exit Load: Exit load of 1% if redeemed within 90 days. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
Standard Deviation | |
Sharpe Ratio | 0.73 |
Alpha | 0.92 |
Beta | 1.06 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Kotak India EQ Contra Fund - Payout of Income Distribution cum capital withdrawal option | 27-07-2005 | 49.22 | 33.61 | 24.76 | 20.9 | 15.85 |
Kotak India EQ Contra Fund - Growth | 27-07-2005 | 49.22 | 33.61 | 24.76 | 21.47 | 16.65 |
SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 45.75 | 35.14 | 30.17 | 27.27 | 18.28 |
Invesco India Contra Fund - Growth | 11-04-2007 | 43.73 | 29.19 | 21.55 | 20.38 | 18.29 |
Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
12.59%
Others
3.37%
Large Cap
62.87%
Mid Cap
21.17%
There are no scheme documents available