
Kotak Contra Fund(G)-Direct Plan
+15.95%
5Y annualised
+15.95%
5Y annualised
-0.26% 1D
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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
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
Stock Allocation
Fund Composition
Large Cap
52.13%
Mid Cap
31.81%
Small Cap
12.59%
Others
3.46%
Sector Allocation
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
Returns vs rankings
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
Shibani Kurian
Present
Similar/Peer Fund Comparison
Kotak Contra Fund(G)-Direct Plan
Invesco India Contra Fund(G)-Direct Plan
SBI Contra Fund(G)-Direct Plan
Motilal Oswal Contra Fund(G)-Direct Plan
FAQs
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