Kotak Mahindra Mutual Fundimage

Kotak India EQ Contra Fund - Regular Plan

EquityContraIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (20 Dec 24)

₹ 146.35

AUM (in Cr)

₹ 4034.33

5 Years CAGR

% 22.00

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Kotak India EQ Contra Fund - Regular Plan
3.56
-3.85
2.89
26.70
22.57
22.00
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
Contra
1.90
10.03
20.62
49.48
25.04
28.64

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

To generate capital appreciation from a diversified portfolio of equity & equity related securities.

Expense Ratio
% 1.87
Benchmark
Nifty 500
AUM
₹ 4034.33
Inception Date
27 Jul 2005
Turnover Ratio
% 43.25
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.
Asset Class
Equity
amc-logo

Kotak Mahindra Mutual Fund

Total AUM

₹ 473746.88

No. of Schemes under this AMC

93

Phone

61152100

Email

fundaccops@kotakmutual.in

Incorporation Date

6/23/1998

Address

27 BKC, C-27, G Block,, Bandra Kurla Complex,, Bandra (E),

Mumbai - 400051

Back
Kotak Mahindra Mutual Fundimage

Kotak India EQ Contra Fund - Regular Plan

EquityContra
Connect with an
Expertquotes
Personalized investment strategies from leading experts