Kotak Contra Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
23.15%
Expense Ratio
0.58%
as of 01/02/2026
AUM
₹1,707.95 Cr
Qtr End: Dec 25
NAV
₹181.382
as of 02/03/2026
3Y Returns (CAGR)
23.15%
Expense Ratio
0.58%
as of 01/02/2026
AUM
₹1,707.95 Cr
Qtr End: Dec 25
NAV
₹181.382
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹18.0k
Abs. Returns80.4%
CAGR21.8%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.28% | -5.03% | 12.52% |
| 6M | 3.03% | 6.16% | 10.49% |
| 1Y | 17.44% | 17.44% | 12.10% |
| 3Y | 86.78% | 23.15% | 13.26% |
| 5Y | 132.60% | 18.39% | 13.94% |
Scheme Details
- Launch Date
- 02/06/2005
- Fund Age
- 20.7 years
- Minimum Investment
- ₹1,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Contra Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Invesco India Contra Fund - Direct - Growth | 21.59% | 0.53% | ₹6,177.42 |
| Kotak Contra Fund - Direct - Growth | 23.15% | 0.58% | ₹1,707.95 |
| SBI CONTRA FUND - Direct - Growth | 20.94% | 0.71% | ₹14,035.54 |