Kotak India EQ Contra Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 48.04 | 23.51 | 22.26 | 16.33 |
Average Rolling Returns(%) | 19.21 | 16.74 | 15.45 | 16.35 |
The Current NAV of Kotak India EQ Contra Fund - Growth - Direct Plan is ₹148.32.
You can consider SIP in Kotak India EQ Contra Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns likely to be fairly different than its benchmark NIFTY 50 - TRI , as Funds portfolio is somewhat different.
Kotak India EQ Contra Fund - Growth - Direct Plan fund’s expense ratio is 0.63%
The process for redemption is
The AUM of Kotak India EQ Contra Fund - Growth - Direct Plan is currently ₹2,567 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 32% of fund’s portfolio respectively.
Top three sectors of Kotak India EQ Contra Fund - Growth - Direct Plan fund are BFSI, Auto and Construction & Infrastructure accounting for 50% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Contra Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak India EQ Contra Fund - Growth - Direct Plan Fund is Equity - Contra Fund.
Shibani Kurian manages the Kotak India EQ Contra Fund - Growth - Direct Plan Fund.
Kotak India EQ Contra Fund - Growth - Direct Plan current PE ratio is 32.71 and PB ratio is 4.73
The asset allocation of Kotak India EQ Contra Fund - Growth - Direct Plan is Stocks : 96.77%, Debt : 3.21% and Gold : 0%
The minimum SIP amount for Kotak India EQ Contra Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak India EQ Contra Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days