Kotak Contra Fund - Regular Plan - IDCW - Payout & Re-Investment Of Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 1.84
Risk: Very High
Equity Scheme - Contra Fund
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 02-06-2005
Exit Load: Nil
Fund Size:₹5,116.42 Cr
Performance
1Y
Fund-5.52%
Cat. Avg.-6.33%
2Y
Fund-2.59%
Cat. Avg.-4.06%
3Y
Fund12.15%
Cat. Avg.10.84%
5Y
Fund10.94%
Cat. Avg.11.23%
10Y
Fund9.55%
Cat. Avg.13.79%
SI
Fund6.38%
Cat. Avg.10.37%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI BANK LTD. | 295.40 | 5.54% |
| 2 | HDFC BANK LTD. | 283.02 | 5.31% |
| 3 | STATE BANK OF INDIA. | 179.91 | 3.37% |
| 4 | RELIANCE INDUSTRIES LTD. | 152.89 | 2.87% |
| 5 | SHRIRAM FINANCE LIMITED | 149.79 | 2.81% |
| 6 | Larsen and Toubro Ltd. | 143.17 | 2.69% |
| 7 | NTPC LTD | 141.06 | 2.65% |
| 8 | BHARTI AIRTEL LTD. | 132.82 | 2.49% |
| 9 | Fortis Healthcare India Ltd | 127.81 | 2.40% |
| 10 | PARK MEDI WORLD LIMITED (PARK HOSPITAL) | 127.12 | 2.38% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57941 | -3.4% | -7.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.19 L. | -1.1% | -1.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.85 L. | +3.0% | +2.0% |
| 5Y | 08 Nov, 21 | 3 L. | 3.87 L. | +29.2% | +10.4% |
| 10Y | 07 Nov, 16 | 6 L. | 11.09 L. | +84.9% | +11.9% |
| SI | 07 Apr, 06 | 12.35 L. | 31.45 L. | +154.6% | +8.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94475 | -5.5% | -5.5% |
| 2Y | 16 Oct, 24 | 1 L. | 94886 | -5.1% | -2.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.41 L. | +41.1% | +12.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.67 L. | +67.0% | +10.8% |
| 10Y | 17 Oct, 16 | 1 L. | 2.51 L. | +151.4% | +9.7% |
| SI | 03 Apr, 06 | 1 L. | 3.56 L. | +256.3% | +6.4% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.