FAQ : Kotak India EQ Contra Fund - Growth

Kotak India EQ Contra Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 42.24 25.41 20.24 14.46
Average Rolling Returns(%) 17.15 15.53 13.47 12.80

The Current NAV of Kotak India EQ Contra Fund - Growth is ₹128.37.

You can consider SIP in Kotak India EQ Contra Fund - Growth as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

Kotak India EQ Contra Fund - Growth fund’s expense ratio is 1.96%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak India EQ Contra Fund - Growth is currently ₹2,451 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and Infosys and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 30% of fund’s portfolio respectively.

Top three sectors of Kotak India EQ Contra Fund - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 51% 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 Fund is Equity - Contra Fund.

Shibani Kurian manages the Kotak India EQ Contra Fund - Growth Fund.

Kotak India EQ Contra Fund - Growth current PE ratio is 32.82 and PB ratio is 5.15

The asset allocation of Kotak India EQ Contra Fund - Growth is Stocks : 98.09%, Debt : 1.91% and Gold : 0%

The minimum SIP amount for Kotak India EQ Contra Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak India EQ Contra Fund - Growth is 1% on or before 90 days, Nil after 90 days

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