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Kotak Contra Fund(G)-Direct Plan

Kotak Contra Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+15.95%

5Y annualised

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Buy, Hold or Sell?

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NAV : 27 Aug 2026

₹185.97

Min. SIP amount

₹100

Fund size (AUM)

5449 Cr

Expense ratio

0.57%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,81,105

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank Ltd.Bank7.26%
Hdfc Bank Ltd.Bank4.93%
Icici Bank Ltd.Bank4.14%

Fund Composition

5449 Cr

Large Cap

52.13%

Mid Cap

31.81%

Small Cap

12.59%

Others

3.46%

Sector Allocation

5449 Cr

Bank

27.77%

Finance

11.06%

Healthcare

8.98%

It

6.07%

Automobile & Ancillaries

6.00%

Domestic Equities

4.41%

Construction Materials

3.87%

Capital Goods

3.74%

Others

26.57%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SK

Shibani Kurian

Present

Similar/Peer Fund Comparison

Fund name
K

Kotak Contra Fund(G)-Direct Plan

+17.56%
I

Invesco India Contra Fund(G)-Direct Plan

+16.97%
S

SBI Contra Fund(G)-Direct Plan

+13.19%
M

Motilal Oswal Contra Fund(G)-Direct Plan

+0.00%

FAQs

Kotak Contra Fund(G)-Direct Plan is a part of Kotak Mahindra Asset Management Company Limited, it was incepted on 01 Jan 2013. This fund is managed by Shibani Kurian. It is a Equity type of fund.

The current NAV of Kotak Contra Fund(G)-Direct Plan is ₹185.97 (as of 27 Aug 2026).

Kotak Contra Fund(G)-Direct Plan has delivered 5.49% in 1 year, 17.56% in 3 years, and 15.95% in 5 years (annualised).

The minimum SIP amount for Kotak Contra Fund(G)-Direct Plan is ₹100.

The expense ratio of Kotak Contra Fund(G)-Direct Plan is 0.57%.

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