Kotak Contra Fund Regular-Growth
Equity
Value Oriented
₹-0.46% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
4 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹5511 Cr
- Created on3 July 2005
Fund Ranking
#9
/ 29 in Value Oriented
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month3.9%
- 1 Year-4.3%
- 3 Year (CAGR)12.6%
- All Time (CAGR)13.5%
Category Return
- 6 Month1.3%
- 1 Year-2.2%
- 3 Year (CAGR)11.4%
- All Time (CAGR)15.9%
Asset Allocation
- Equity98.3%
- Other1.7%
Top 5 Holdings
Top 5 Sectors
- Ashok Leyland1.19%
- Bajaj Finance1.55%
- Bharat Electronics1.51%
- Piramal Finance1.53%
- Schaeffler India1.37%
Fund Information
- Expense Ratio2.03%
- Exit LoadExit load of 1% if redeemed within 90 days.
- Lock-In PeriodNo Lock-In
Managed By
Shibani Sircar Kurian
May 2019 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.45 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 16.12 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 2.88 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.01