Kotak Contra Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
17.20%
Expense Ratio
0.58%
as of 01/03/2026
AUM
₹1,846.41 Cr
Qtr End: Mar 26
NAV
₹174.859
as of 03/06/2026
3Y Returns (CAGR)
17.20%
Expense Ratio
0.58%
as of 01/03/2026
AUM
₹1,846.41 Cr
Qtr End: Mar 26
NAV
₹174.859
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.84% | -7.15% | 21.08% |
| 6M | -5.18% | -10.09% | 17.61% |
| 1Y | -0.47% | -0.47% | 13.79% |
| 3Y | 61.00% | 17.20% | 14.49% |
| 5Y | 106.88% | 15.65% | 14.38% |
Scheme Details
- Launch Date
- 02/06/2005
- Fund Age
- 21 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 | 17.20% | 0.58% | ₹1,846.41 |
| Invesco India Contra Fund - Direct - Growth | 15.83% | 0.57% | ₹6,119.03 |
| SBI CONTRA FUND - Direct - Growth | 14.32% | 0.72% | ₹14,195.69 |