Kotak India EQ Contra Fund - Growth

(Erstwhile Kotak Classic Equity Scheme - Growth)
Fund House: Kotak Mahindra Mutual Fund
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.

135.585

14.86%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 3 Months
11 Years 7 Months
12 Years 6 Months
18 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.98
Sharpe Ratio 1.37
Alpha 5.86
Beta 0.94
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak India EQ Contra Fund - Growth 27-07-2005 50.35 32.47 24.35 21.3 16.69
SBI Contra Fund - Regular Plan -Growth 14-07-1999 47.93 34.64 30.15 27.68 18.28
Invesco India Contra Fund - Growth 11-04-2007 45.18 28.11 21.15 20.32 18.35

Scheme Characteristics

Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

12.59%

Others

3.37%

Large Cap

62.87%

Mid Cap

21.17%

Scheme Documents

There are no scheme documents available

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