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Kotak Contra Fund - Direct Plan - Regular Plan

Contra
Very High Risk
Rs 180.07  
-0.97
  |  
 NAV as on Sep 22, 2025
Benchmark
Nifty 100 Total Return
Expense Ratio
0.57%
Fund Category
Equity - Contra
Fund Size
Rs 4,493 Crores
Exit Load
1.00%
Min. Investment
Rs 100

Nav Chart

1W
1M
3M
6M
YTD
1Y
3Y
5Y
10Y

Asset Allocation

Sector Allocation

Kotak Contra Fund - Direct Plan - Regular Plan Fund Details

Investment Objective - To generate capital appreciation from a diversified portfolio of equity & equity related securities.

Return Since Launch
25.5%
Launch Date
Jan 1, 2013
Type
Open Ended
Riskometer
Very High

Ratio Analysis

Standard Deviation
13.59 vs NA
Fund Vs Category Avg
Beta
0.99 vs NA
Fund Vs Category Avg
Sharpe Ratio
1.01 vs NA
Fund Vs Category Avg
Portfolio Turnover Ratio
37.07 vs NA
Fund Vs Category Avg

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)0.221.153.4412.2723.6922.8225.9917.9625.50
Category Average (%)-0.081.082.2210.18-2.8420.9426.50NANA
Rank within Category333343922

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
420.0546,654-0.061.251.428.02-3.2721.0031.1417.2534.130.66
160.5618,981-0.361.002.2311.14-2.2621.0424.5117.9524.370.53
180.074,4930.221.153.4412.27-1.3822.8225.9917.9625.500.57
Sep 22, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹4,931 (-1.38%)

Fund Manager

Shibani Kurian

Ms. Shibani Kurian holds a PGDM (with a specialization in Finance) from T.A. Pai Management Institute, Manipal and a BSc (Hons) in Economics from St. Xaviers College, Kolkata. Prior to joining Kotak Mahindra Asset Management Company Limited, she worked for almost 6 years with UTI Asset Management Company Limited. and for 1 and half years with Dawnay Day AV Financial Services.

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Here is the list of funds managed by Shibani Kurian

Scheme Name(Growth Direct)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Equity - Contra180.074,493-1.3825.99
Equity - Focused28.643,6361.2122.56
Equity - Sectoral/Thematic15.951,2043.55NA
Equity - Sectoral/Thematic11.75590-8.68NA
Equity - Sectoral/Thematic14.07467-0.35NA
Sep 22, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
40.5572,2740.070.331.363.387.237.846.496.4811.640.44
161.5656,9880.311.465.4718.904.0922.6429.8319.9124.440.37
96.6153,6260.001.591.1812.042.1017.7221.2515.3619.510.59
5,398.3335,5710.100.481.453.316.947.085.706.2214.160.20
4,606.3034,6670.120.471.554.047.927.626.186.8012.750.24
398.0227,6550.382.053.4812.130.0719.8324.4317.1033.560.53
Sep 22, 2025
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