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(%) | 53.97 | 24.79 | 21.17 | 17.01 |
Average Rolling Returns(%) | 19.48 | 16.81 | 15.54 | 16.36 |
The Current NAV of Kotak India EQ Contra Fund - Growth - Direct Plan is ₹150.13.
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 0.61%
The process for redemption is
The AUM of Kotak India EQ Contra Fund - Growth - Direct Plan is currently ₹2,672 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Reliance Industries and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 31% of fund’s portfolio respectively.
Top three sectors of Kotak India EQ Contra Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 49% 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 33.19 and PB ratio is 4.80
The asset allocation of Kotak India EQ Contra Fund - Growth - Direct Plan is Stocks : 96.96%, Debt : 3.03% 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