Jun 13, 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 India EQ Contra Fund (IDCW) | 3.19 | -3.68 | 2.07 | 25.14 |
| Benchmark - Nifty 500 | 6.16 | 0.01 | 6.19 | 3.64 |
| Category Average - BEST EQUITY PERFORMERS | 2.3 | -3.55 | 4.46 | 25.09 |
| Category Rank | 9/3 | 6/3 | 5/3 | 3/3 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund (IDCW) | 54.2700 | -0.46 | 8.78 | 24.76 | 25.06 | 18,398.02 | 0.00 | 1,000.00 | invest |
| Invesco India Contra Fund (G) | 132.9500 | -0.46 | 8.78 | 24.74 | 25.11 | 18,398.02 | 0.00 | 1,000.00 | invest |
| SBI Contra Fund (IDCW) | 65.5601 | -0.70 | 2.52 | 25.37 | 33.99 | 45,495.71 | 1.50 | 5,000.00 | invest |
| SBI Contra Fund (G) | 378.0742 | -0.70 | 2.52 | 25.37 | 33.99 | 45,495.71 | 1.50 | 5,000.00 | invest |
| SBI Contra Fund (G) | 378.0742 | -0.70 | 2.52 | 25.37 | 33.99 | 45,495.71 | 1.50 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Zen Technologies | May 31, 2025 | 105.78 | 2.47 | 51.07 |
|
| Equity-Bharti Airtel | May 31, 2025 | 133.12 | 3.11 | 6.22 |
|
| Equity-Tech Mahindra | May 31, 2025 | 123.08 | 2.87 | 8.89 |
|
| Equity-Reliance Industr | May 31, 2025 | 150.14 | 3.51 | 1.13 |
|
| Equity-St Bk of India | May 31, 2025 | 160.59 | 3.75 | 3.00 |
|
| Equity-Infosys | May 31, 2025 | 141.24 | 3.30 | 4.17 |
|
| Equity-Mphasis | May 31, 2025 | 107.38 | 2.51 | 3.64 |
|
| Equity-ICICI Bank | May 31, 2025 | 257.36 | 6.01 | 1.32 |
|
| Equity-Axis Bank | May 31, 2025 | 104.08 | 2.43 | 0.61 |
|
| Equity-HDFC Bank | May 31, 2025 | 304.66 | 7.11 | 1.03 |
|
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...
Kotak Mahindra Mutual Fund has launched its "Choti SIP" facility, a new ini...
| AMC Name | : | Kotak Mahindra Mutual Fund |
| Fund Name | : | Kotak India EQ Contra Fund (IDCW) |
| 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 |
