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Kotak India EQ Contra Fund(G)

As on Apr-24-2025 change fund
141.66  up-0.41 (-0.29%)

fund objective

To generate capital appreciation from a diversified portfolio of equity and equity related instruments.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)82.7286.20127.94137.21
Net Assets(Rs Crores) (as on 31-Mar-2025) 1255.46 1467.20 2672.12 3934.53
Scheme Returns(%)(Absolute)17.053.1648.165.95
B'mark Returns(%)(Absolute)NANANANA
Category Rank3/32/31/32/3
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202514.477.12-6.88-6.07
2023-202412.026.6216.196.94
2022-2023-9.1910.856.41-2.71
2021-20228.4910.22-1.090.23
2020-202120.4210.2921.1410.05
Top 10 holdings
company (%)
HDFC Bank Ltd.6.52 
ICICI Bank Ltd.6.10 
State Bank Of India3.68 
Infosys Ltd.3.61 
Bharti Airtel Ltd.2.96 
Tech Mahindra Ltd.2.71 
Mphasis Ltd.2.67 
Axis Bank Ltd.2.45 
Reliance Industries Ltd.2.44 
Ultratech Cement Ltd.2.37 

Category

Contra

Launch Date

27-Jul-05

ISIN Code

INF174K01245

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

3,934.53

portfolio price to book value

5.69

investing style?

Large Growth

fund manager?

Shibani Kurian

inception date (regular plan)

27-Jul-05

expense ratio (regular plan) %

1.88

Top 10 sectors
sectors (%)
Bank - Private17.40
IT - Software10.93
Bank - Public5.25
Pharmaceuticals & Drugs4.59
Finance - NBFC3.94
Refineries3.61
Hospital & Healthcare Services3.51
Household & Personal Products3.16
Power Generation/Distribution3.06
Telecommunication - Service Provider2.96

Growth Chart of the Scheme

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Kotak India EQ Contra Fund(G)Large-Growth 27-Jul-20053,934.538.1619.6827.3514.8914.36
SBI Contra Fund-Reg(G)Large-Growth 05-Jul-199942,220.046.4421.4235.3515.4819.22
Invesco India Contra Fund(G)Large-Growth 11-Apr-200717,265.1915.0619.8826.6115.6915.25
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
1% on or before 90D, Nil after 90D
52 Week Highs & Lows
52 Week High
158.68
52 Week Low
127.90
portfolio characteristics
As on 31-Mar-2025
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
38.07 Times
ratios
Statistical Ratios
Standard Deviation [%]
20.3697
Semi Standard Deviation [%]
0.7316
Beta [%]
1.0278
Sharp Ratio [%]
0.1171
R-Square [%]
0.9047
Expense Ratio [%]
1.8800
AVG Ratio [%]
0.0403
Other Ratios
Jenson Ratio [%]
0.0035
Treynor Ratio [%]
0.0232
Turnover Ratio [%]
38.0700
FAMA Ratio [%]
0.0084
SORTINO Ratio [%]
0.0326
HEAD OFFICE Leader Care A-507/8 Navratna Corporate Park, Ashok Vatika Bopal-Ambli Road, Ahmedabad-380058
CALL US @ 02717-469491/872 EMAIL US @ info@leadercare.in
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is registered with AMFI and holds ARN-11439 & Current Validity is 12 Oct 2025

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