Kotak India EQ Contra IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Kotak India EQ Contra IDCW Reinvest Direct Plan

NAV
₹36.2840
+0.40%
(28 Nov)
AUM
1,421 Cr
TER
0.83%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.4%
+14.4%
+14.4%
+9.1%
+9.1%
+5.4%
3Y
+31.6%
+31.6%
+31.6%
+22.9%
+19.3%
+19.8%
5Y
+15.1%
+15.1%
+15.1%
+12.3%
+7.9%
+13.3%
ALL
+15.5%
+15.5%
+15.5%
+24.2%
+12.4%
+18.6%
VOL
16.9%
16.9%
16.9%
-
19.2%
18.1%
TER
1.0%
1.0%
1.0%
-
0.8%
0.6%
AUM
₹6,694 Cr
₹6,694 Cr
₹6,694 Cr
-
₹1,421 Cr
₹9,669 Cr
INFO
0.92
0.92
0.92
-
0.65
1.02
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak India EQ Contra IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
ICICI Bank Ltd
8.1%
Infosys Ltd
4.8%
HDFC Bank Ltd
4.8%
State Bank of India
4.6%
Reliance Industries Ltd
4.4%
Axis Bank Ltd
3.5%
Larsen & Toubro Ltd
3.4%
Bharti Airtel Ltd
2.9%
ITC Ltd
2.7%
Maruti Suzuki India Ltd
2.5%
Top industry exposure
Financial Services
30.4%
Industrials
12.5%
Consumer Cyclical
11.7%
Technology
8.5%
Consumer Defensive
8.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
17%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments. However, there is no assurance that the objective of the scheme will be realized.
Fund manager(s)
Shibani Kurian

FAQs