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: 1.88% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,935.46 Cr As on 31-10-2024(Source:AMFI)
Turn over: 41.77% | Exit Load: Exit load of 1% if redeemed within 90 days.

147.228

14.95%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 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 13.77
Sharpe Ratio 0.99
Alpha 4.76
Beta 0.98
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 41.06 29.2 20.0 22.15 15.62
Invesco India Contra Fund - Growth 11-04-2007 45.65 28.74 18.76 22.65 16.69
SBI Contra Fund - Regular Plan -Growth 14-07-1999 36.14 29.06 22.73 30.01 16.61

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

22.03%

Others

1.65%

Large Cap

59.61%

Mid Cap

16.74%

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