
Kotak Contra Fund(G)-Direct Plan
+13.61%
5Y annualised
+13.61%
5Y annualised
+0.74% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹179.22
Min. SIP amount
₹100
Fund size (AUM)
5510 Cr
Expense ratio
0.57%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 17 Sep 2026
₹179.22
Min. SIP amount
₹100
Fund size (AUM)
5510 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
49.18%
Mid Cap
32.59%
Small Cap
13.12%
Others
5.11%
Sector Allocation
Bank
20.95%
Healthcare
10.24%
Finance
10.08%
Automobile & Ancillaries
8.38%
Domestic Equities
6.79%
It
6.21%
Capital Goods
5.38%
Construction Materials
4.24%
Others
27.72%
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
Motilal Oswal Contra Fund(G)-Direct Plan
Bandhan Contra Fund(G)-Direct Plan
Kotak Contra Fund(G)-Direct Plan
Invesco India Contra Fund(G)-Direct Plan
SBI Contra Fund(G)-Direct Plan
FAQs
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