Kotak Contra Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
20.01%
Expense Ratio
0.58%
as of 01/03/2026
AUM
₹1,707.95 Cr
Qtr End: Dec 25
NAV
₹177.94
as of 17/04/2026
3Y Returns (CAGR)
20.01%
Expense Ratio
0.58%
as of 01/03/2026
AUM
₹1,707.95 Cr
Qtr End: Dec 25
NAV
₹177.94
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.14% | -11.97% | 22.45% |
| 6M | -3.14% | -6.18% | 16.85% |
| 1Y | 6.53% | 6.53% | 13.96% |
| 3Y | 72.86% | 20.01% | 14.29% |
| 5Y | 130.21% | 18.15% | 14.30% |
Scheme Details
- Launch Date
- 02/06/2005
- Fund Age
- 20.9 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) |
|---|---|---|---|
| Kotak Contra Fund - Direct - Growth | 20.01% | 0.58% | ₹1,707.95 |
| Invesco India Contra Fund - Direct - Growth | 19.10% | 0.58% | ₹6,119.03 |
| SBI CONTRA FUND - Direct - Growth | 17.42% | 0.71% | ₹14,035.54 |