Kotak Contra Fund - Direct Plan has delivered 68.06% absolute return over the last 5 years.
The average return for Contra funds is 67.33% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 6.14% .
The fund currently owns more than 63 stocks.
The top 10 holdings account for 31.77% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.62% | -5.51% |
| 2 Year Return | 51.06% | 8.77% |
| 3 Year Return | 86.27% | 28.84% |
| 4 Year Return | 195.19% | 55.12% |
| 5 Year Return | 208.76% | 67.33% |
| 6 Year Return | 255.68% | 109.94% |
| 7 Year Return | 422.22% | 139.10% |
| Expense Ratio | 0.55% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
6.14%
|
|
| 2 | Finance - Banks - Private Sector |
4.18%
|
|
| 3 | Financials |
3.30%
|
|
| 4 | Energy |
2.84%
|
|
| 5 | Non-Banking Financial Company (NBFC) |
2.76%
|
|
| 6 | Consumer Discretionary |
2.62%
|
|
| 7 | Communication Services |
2.59%
|
|
| 8 | Utilities |
2.52%
|
|
| 9 | Industrials |
2.50%
|
|
| 10 | Health Care |
2.32%
|
|
| 11 | E-Commerce/E-Retail |
2.32%
|
|
| 12 | Information Technology |
2.28%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Contra
Launch Date: 01 Jan 2013
Fund Manager: Ms. Shibani Kurian
Minimum Purchase: ₹100
Exit Load: For redemption / switch out within 90 days from the date of allotment:1% If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Kotak Contra Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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