Kotak India EQ Contra Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

To generate capital appreciation from a diversified portfolio of equity and equity related instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Kotak India EQ Contra Fund - Growth -3.11 -6.61 8.69 17.47 19.55 14.34
NIFTY 100 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak India EQ Contra Fund - Growth Jul 27, 2005 8.69 17.47 19.55 1.88 3,845.07

Fund Holdings as on 31-January-2025

  • ICICI BANK LTD.

  • Infosys Ltd.

  • HDFC BANK LTD.

  • STATE BANK OF INDIA.

  • Tech Mahindra Ltd.

  • Mphasis Ltd

  • BHARTI AIRTEL LTD.

  • Maruti Suzuki India Limited

  • RELIANCE INDUSTRIES LTD.

  • Ultratech Cement Ltd.

  • AXIS BANK LTD.

  • Power Finance Corporation Ltd.

  • Hero MotoCorp Ltd.

  • GAIL (India) Ltd.

  • SUN PHARMACEUTICAL INDUSTRIES LTD.

  • Coromandel International Limited

  • SHRIRAM FINANCE LIMITED

  • INDIAN BANK

  • NTPC LTD

  • Century Plyboards (India) Ltd.

  • Hindustan Unilever Ltd.

  • Fortis Healthcare India Ltd

  • Wipro Ltd.

  • Aditya Birla Sun Life AMC Ltd

  • Inter Globe Aviation Ltd

  • Bharat Electronics Ltd.

  • Oil And Natural Gas Corporation Ltd.

  • POONAWALLA FINCORP LIMITED

  • Radico Khaitan Ltd.

  • ITC Ltd.

  • KOTAK MAHINDRA BANK LTD.

  • SWIGGY LTD

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • Sapphire Foods India Ltd.

  • NUVAMA WEALTH MANAGEMENT LIMITED

  • Shopper Stop Ltd.

  • JB Chemicals & Pharmaceuticals Ltd.

  • Larsen and Toubro Ltd.

  • Triparty Repo

  • Oberoi Realty Limited

  • Voltas Ltd.

  • Power Grid Corporation of India Ltd.

  • Emami Ltd.

  • City Union Bank Ltd.

  • BHARAT PETROLEUM CORPORATION LTD.

  • Kajaria Ceramics Ltd.

  • PVR LTD.

  • Torrent Pharmaceuticals Ltd.

  • Godrej Consumer Products Ltd.

  • APL Apollo Tubes Ltd

  • SRF Ltd.

  • Sun TV Network Limited

  • Ajanta Pharma Ltd.

  • LIC HOUSING FINANCE LTD.

  • ASTRA MICROWAVE PRODUCTS LTD.

  • Global Health Ltd.

  • JYOTI CNC AUTOMATION LTD

  • Exide Industries Ltd.

  • G R Infraprojects Limited

  • JK Tyre & Industries Ltd.

  • ZEN TECHNOLOGIES LTD

  • Metropolis Healthcare Ltd.

  • Jindal Steel & Power Ltd

  • NTPC GREEN ENERGY LIMITED

  • PG ELECTROPLAST LTD

  • JNK INDIA LIMITED

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Refineries

  • Power Generation/Distribution

  • Engineering - Construction

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Defence

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Fertilizers

  • Wood & Wood Products

  • Finance - Asset Management

  • Airlines

  • Oil Exploration

  • Breweries & Distilleries

  • Cigarettes/Tobacco

  • e-Commerce

  • Engineering - Industrial Equipments

  • Consumer Food

  • Finance - Others

  • Retailing

  • Construction - Real Estate

  • Air Conditioners

  • Ceramics/Marble/Granite/Sanitaryware

  • Film Production, Distribution & Entertainment

  • Steel & Iron Products

  • Miscellaneous

  • Chemicals

  • TV Broadcasting & Software Production

  • Finance - Housing

  • Batteries

  • Tyres & Allied

  • Steel/Sponge Iron/Pig Iron

  • Consumer Durables - Domestic Appliances

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About Kotak India EQ Contra Fund

Scheme Analysis

Kotak India EQ Contra Fund is a Equity - Contra Fund fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 27-Jul-2005 and currently has an AUM of ₹3,845.07 crore. Kotak India EQ Contra Fund is benchmarked against NIFTY 100 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Kotak India EQ Contra Fund ended down ₹-2.88(-2.09%)yesterday to ₹134.628.

Among its top 3 holdings the fund has exposure to ICICI BANK LTD., and

The Kotak India EQ Contra Fund is managed by Shibani Kurian .

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455