Kotak India EQ Contra Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 53.55 | 24.39 | 22.45 | 16.96 |
Average Rolling Returns(%) | 18.67 | 15.93 | 13.80 | 12.93 |
The Current NAV of Kotak India EQ Contra Fund - Growth is ₹149.27.
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 500 returns, as Funds portfolio is significantly different.
Kotak India EQ Contra Fund - Growth fund’s expense ratio is 1.90%
The process for redemption is
The AUM of Kotak India EQ Contra Fund - Growth is currently ₹3,500 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 19% 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 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 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 42.39 and PB ratio is 6.57
The asset allocation of Kotak India EQ Contra Fund - Growth is Stocks : 98.75%, Debt : 1.24% 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