Jul 16, 2025
To generate capital appreciation from a diversified portfolio of equity and equity related instruments.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Kotak Contra Fund (G) | 2.97 | 7.86 | 0.82 | 25.32 |
| Benchmark - Nifty 500 | 6.16 | 0.01 | 6.19 | 3.64 |
| Category Average - BEST EQUITY PERFORMERS | 2.55 | 6.99 | 2.45 | 24.89 |
| Category Rank | 2/5 | 5/5 | 5/5 | 3/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| SBI Contra Fund (G) | 389.0153 | 0.18 | 0.22 | 24.98 | 32.67 | 47,389.62 | 1.49 | 5,000.00 | invest |
| SBI Contra Fund (IDCW) | 67.4573 | 0.18 | 0.22 | 24.98 | 32.67 | 47,389.62 | 1.49 | 5,000.00 | invest |
| Invesco India Contra Fund (IDCW) | 56.1900 | 0.14 | 6.32 | 24.37 | 24.22 | 19,257.40 | 0.00 | 1,000.00 | invest |
| Invesco India Contra Fund (G) | 137.6600 | 0.14 | 6.31 | 24.36 | 24.26 | 19,257.40 | 0.00 | 1,000.00 | invest |
| Invesco India Contra Fund (G) | 137.6600 | 0.14 | 6.31 | 24.36 | 24.26 | 19,257.40 | 0.00 | 1,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Jun 30, 2025 | 313.52 | 6.96 | 2.91 |
|
| Equity-ICICI Bank | Jun 30, 2025 | 252.73 | 5.61 | -1.80 |
|
| Equity-Reliance Industr | Jun 30, 2025 | 158.56 | 3.52 | 5.61 |
|
| Equity-St Bk of India | Jun 30, 2025 | 155.62 | 3.46 | -3.10 |
|
| Equity-Infosys | Jun 30, 2025 | 151.18 | 3.36 | 7.04 |
|
| Equity-Bharti Airtel | Jun 30, 2025 | 144.12 | 3.20 | 8.26 |
|
| Equity-Tech Mahindra | Jun 30, 2025 | 131.92 | 2.93 | 7.19 |
|
| Equity-Mphasis | Jun 30, 2025 | 125.10 | 2.78 | 16.50 |
|
| Equity-Poonawalla Fin | Jun 30, 2025 | 118.52 | 2.63 | 15.43 |
|
| Equity-Shriram Finance | Jun 30, 2025 | 111.63 | 2.48 | 16.22 |
|
Kotak Mahindra Mutual Fund has announced change in scheme name under the fo...
Kotak Mahindra Mutual Fund has approved the merger of Kotak Nifty AAA Bond...
Kotak Mahindra Mutual Fund has announced that Mr. Sunil Pandey has been app...
Kotak Mahindra Mutual Fund has announced change in fund manager under the f...
Kotak Mahindra Mutual Fund has announced that Mr. Vihag Mishra has been app...
Kotak Mahindra Mutual Fund has announced 26 May 2025 as the record date for...
| AMC Name | : | Kotak Mahindra Mutual Fund |
| Fund Name | : | Kotak Contra Fund (G) |
| Contact Persone | : | Shibani Kurian |
| Registered Address | : | 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051. |
| Telephone No | : | 022 61152100 |
| Fax No. | : | 022 67082213 |
| : | fundaccops:kotakmutual.com | |
| Website | : | www.kotakmf.com |
