Overview ( as on 28/03/24 )

NAV
₹127.94
Last change
₹1.24 +0.01%
Fund Size (AUM)
2567.44 Cr
Performance
19.5% (5Y)

Fund Details

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Kotak India EQ Contra Fund Growth
as of 28/03/24
AUM

2567.44 Cr

Expense Ratio

1.95 %

Benchmark

Nifty 500 TR INR

ISIN

INF174K01245

Fund Manager

Shibani Kurian

Exit Load

1.0% if redeemed within 0-90 days

0% if redeemed after 90 days


Fund Performance 1Y 3Y 5Y
Kotak India EQ Contra Fund Growth 50.13% 22.69% 19.5%
Nifty 500 TR INR 39.47% 19.47% 19.0%

Top 10 Holdings

HDFC Bank Ltd

4.53%

ICICI Bank Ltd

4.33%

Reliance Industries Ltd

3.96%

Infosys Ltd

3.84%

NTPC Ltd

2.96%

Bank of Baroda

2.57%

Hero MotoCorp Ltd

2.49%

Sun Pharmaceuticals Industries Ltd

2.42%

Power Finance Corp Ltd

2.36%

GAIL (India) Ltd

2.32%

Sector Allocation

Financial

27.19%

Industrials

12.35%

Consumer Cyclical

11.69%

Healthcare

9.66%

Technology

9.29%

Energy

8.26%

Consumer Defensive

5.91%

Utilities Services

5.45%

Basic Materials

5.16%

Communication Services

3.67%

Asset Allocation

  • 97%

    Equity
  • 3%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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