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Fund Overview of Kotak Contra Fund Direct-growth
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₹5,161.5 CrAUM
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₹180.26NAV
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0.62%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Kotak Contra Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 5.32% | NA | 1.76% |
| 6 Months | -0.98% | NA | 9.97% |
| 1 Year | 3.82% | 3.82% | -3.45% |
| 2 Years | 7.55% | 3.70% | 21.19% |
| 3 Years | 66.29% | 18.47% | 21.16% |
| 5 Years | 115.33% | 16.58% | 24.80% |
| 7 Years | 216.20% | 17.88% | NA |
| 10 Years | 399.19% | 17.44% | 15.43% |
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Asset Allocation
equities
97.71%other assets or cash equivalents
2.29%Kotak Contra Fund Direct-growth is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. the fund aims Long term capital growth. Investment in portfolio of predominantly equity & equity related securities. It manages assets worth ₹5,161.5 crore as on Sun May 31, 2026. The expense ratio stands at 0.62%. Fund Manager Manager EducationAbout Kotak Contra Fund Direct-growth
The portfolio allocation consists of 97.71% in equities, 2.29% in other assets or cash equivalents.Managed by Shibani Sircar Kurian, it has delivered a return of 3.82% in the last year, a total return since inception of 16.30%.
When evaluating investment options savvy investors often consider best sip based on returns.
Key Metrics of Kotak Contra Fund Direct-growth
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Standard Deviation15.82%
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Sharpe Ratio0.79%
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Alpha4.52%
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Beta1.01%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
HSBC Value Fund Direct-growth  |
₹14,548 | 2.45% | 6.77% | 4.72% | 20.81% | 18.85% |
| HSBC Value Fund Direct-idcw |
₹14,548 | 2.45% | 6.77% | 4.72% | 20.81% | 18.85% |
| HSBC Value Fund-growth |
₹14,548 | 2.36% | 6.51% | 3.71% | 19.66% | 17.72% |
| HSBC Value Fund-idcw |
₹14,548 | 2.36% | 6.51% | 3.71% | 19.66% | 17.72% |
| SBI Contra Direct Plan-growth |
₹47,263 | 0.95% | 3.02% | -1.25% | 15.07% | 17.63% |
| SBI Contra Direct Plan-idcw |
₹47,263 | 0.95% | 3.02% | -1.25% | 15.07% | 17.63% |
| ICICI Prudential Value Direct-growth |
₹58,954 | 1.14% | 1.19% | -0.16% | 16.65% | 17.24% |
| ICICI Prudential Value Direct-idcw |
₹58,954 | 1.14% | 1.19% | -0.16% | 16.65% | 17.24% |
| Nippon India Value Fund Direct-growth |
₹8,821 | 2.37% | 6.14% | 1.43% | 18.74% | 16.81% |
| Nippon India Value Fund Direct-idcw |
₹8,821 | 2.37% | 6.14% | 1.43% | 18.74% | 16.81% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Kotak Contra Fund Regular-growth
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₹5,162 | 3.19% | 4.98% | -1.60% | 2.51% | 16.94% |
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Kotak Contra Fund Regular-idcw
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₹5,162 | 3.19% | 4.98% | -1.60% | 2.51% | 16.94% |
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Kotak Contra Fund Direct-idcw
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₹5,162 | 3.31% | 5.32% | -0.98% | 3.82% | 18.47% |
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Kotak Nifty 50 Value 20 Etf-idcw
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₹80 | 1.75% | 1.00% | -7.22% | -4.76% | 9.46% |
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Kotak Nifty200 Value 30 Index Fund Regular-growth
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₹27 | 0.72% | 4.35% | - | - | - |
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Kotak Nifty200 Value 30 Index Fund Direct-growth
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₹27 | 0.75% | 4.44% | - | - | - |
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Kotak Nifty200 Value 30 Index Fund Regular-idcw
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₹27 | 0.72% | 4.35% | - | - | - |
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Kotak Nifty200 Value 30 Index Fund Direct-idcw
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₹27 | 0.75% | 4.44% | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Value Fund-growth |
₹58,954 | ₹462.40 | 16.03% | 16.62% | 14.78% |
| ICICI Prudential Value Direct-growth |
₹58,954 | ₹510.45 | 16.65% | 17.24% | 15.55% |
| ICICI Prudential Value Fund-idcw |
₹58,954 | ₹34.98 | 16.03% | 16.62% | 14.78% |
| ICICI Prudential Value Direct-idcw |
₹58,954 | ₹115.24 | 16.65% | 17.24% | 15.55% |
| SBI Contra Direct Plan-growth |
₹47,263 | ₹410.77 | 15.07% | 17.63% | 16.39% |
| SBI Contra Fund-growth |
₹47,263 | ₹373.44 | 14.06% | 16.63% | 15.53% |
| SBI Contra Fund-idcw |
₹47,263 | ₹64.76 | 14.06% | 16.63% | 15.53% |
| SBI Contra Direct Plan-idcw |
₹47,263 | ₹86.69 | 15.07% | 17.63% | 16.39% |
| Invesco India Contra Fund Direct-growth |
₹19,519 | ₹156.00 | 17.27% | 15.12% | 16.92% |
| Invesco India Contra Fund Regular-growth |
₹19,519 | ₹131.77 | 15.96% | 13.79% | 15.44% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 5.12% | ₹264.08 Cr |
| Icici Bank Ltd | Financial | 4.79% | ₹247.27 Cr |
| State Bank Of India | Financial | 3.27% | ₹168.96 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.02% | ₹156.12 Cr |
| Ntpc Ltd | Energy & Utilities | 2.96% | ₹153.02 Cr |
| Larsen & Toubro Ltd | Industrials | 2.73% | ₹140.86 Cr |
| Shriram Transport Finance Company Ltd | Financial | 2.64% | ₹136.13 Cr |
| Bharti Airtel Ltd | Technology | 2.54% | ₹131.17 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.51% | ₹129.78 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.40% | ₹124.00 Cr |
| Park Medi World Ltd. | 2.37% | ₹122.55 Cr | |
| Axis Bank Ltd | Financial | 2.18% | ₹112.32 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 2.16% | ₹111.58 Cr |
| Indus Towers Ltd | Technology | 2.03% | ₹104.77 Cr |
| Repo | Unspecified | 2.00% | ₹103.40 Cr |
| Mphasis Ltd | Technology | 1.99% | ₹102.59 Cr |
| Ultratech Cement Ltd | Materials | 1.95% | ₹100.64 Cr |
| Tech Mahindra Ltd | Technology | 1.95% | ₹100.46 Cr |
| Bajaj Finance Ltd | Financial | 1.91% | ₹98.35 Cr |
| Poonawalla Fincorp Ltd | Financial | 1.82% | ₹93.87 Cr |
| Ge T&d India Ltd | Industrials | 1.81% | ₹93.47 Cr |
| Infosys Ltd | Technology | 1.78% | ₹91.72 Cr |
| Swiggy Ltd. | Technology | 1.75% | ₹90.25 Cr |
| Bharat Electronics Ltd | Industrials | 1.60% | ₹82.44 Cr |
| Radico Khaitan Ltd | Consumer Staples | 1.58% | ₹81.74 Cr |
| The Jammu & Kashmir Bank Ltd | Financial | 1.53% | ₹78.81 Cr |
| Ipca Laboratories Ltd | Healthcare | 1.50% | ₹77.48 Cr |
| Jindal Steel & Power Ltd | Materials | 1.48% | ₹76.42 Cr |
| Indusind Bank Ltd | Financial | 1.46% | ₹75.43 Cr |
| Srf Ltd | Materials | 1.44% | ₹74.10 Cr |
| Bank Of Maharashtra | Financial | 1.41% | ₹73.02 Cr |
| Global Health Ltd | Healthcare | 1.41% | ₹72.90 Cr |
| Dewan Housing Finance Corp. Ltd. Eq | Financial | 1.36% | ₹70.40 Cr |
| Dalmia Bharat Ltd | Materials | 1.34% | ₹68.91 Cr |
| Indian Bank | Financial | 1.31% | ₹67.61 Cr |
| Hindalco Industries Ltd | Materials | 1.30% | ₹67.04 Cr |
| Aptus Value Housing Finance India Ltd | Financial | 1.29% | ₹66.67 Cr |
| Astra Microwave Products Ltd | Technology | 1.29% | ₹66.47 Cr |
| Kei Industries Ltd | Industrials | 1.27% | ₹65.32 Cr |
| Coal India Ltd | Materials | 1.26% | ₹64.79 Cr |
| Tata Steel Ltd | Materials | 1.25% | ₹64.28 Cr |
| Century Plyboards (india) Ltd | Materials | 1.19% | ₹61.63 Cr |
| Interglobe Aviation Ltd | Industrials | 1.17% | ₹60.48 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 1.16% | ₹59.70 Cr |
| Metropolis Healthcare Ltd | Healthcare | 1.13% | ₹58.45 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 1.13% | ₹58.23 Cr |
| Ashok Leyland Ltd | Industrials | 1.13% | ₹58.13 Cr |
| Jubilant Pharmova Ltd | Healthcare | 1.12% | ₹57.55 Cr |
| Bank Of Baroda | Financial | 1.07% | ₹55.18 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.05% | ₹54.34 Cr |
| Uno Minda Ltd | Consumer Discretionary | 1.02% | ₹52.55 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.97% | ₹50.15 Cr |
| Power Finance Corporation Ltd | Financial | 0.91% | ₹47.15 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 0.80% | ₹41.44 Cr |
| Lg Electronics India Ltd. | Consumer Discretionary | 0.69% | ₹35.85 Cr |
| Happy Forgings Ltd. | Materials | 0.63% | ₹32.29 Cr |
| Itc Ltd | Consumer Staples | 0.61% | ₹31.50 Cr |
| Tenneco Clean Air India Ltd. | 0.59% | ₹30.32 Cr | |
| Carborundum Universal Ltd | Materials | 0.33% | ₹16.98 Cr |
| Net Current Assets | Unspecified | 0.29% | ₹15.32 Cr |
| Schaeffler India Ltd | Industrials | 0.25% | ₹13.11 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HSBC Value Fund Direct-growth |
₹127.88 | 20.81% | 18.85% | - |
| HSBC Value Fund Direct-idcw |
₹63.28 | 20.81% | 18.85% | - |
| HSBC Value Fund-growth |
₹113.56 | 19.66% | 17.72% | - |
| HSBC Value Fund-idcw |
₹49.21 | 19.66% | 17.72% | - |
| SBI Contra Direct Plan-growth |
₹410.77 | 15.07% | 17.63% | - |
| SBI Contra Direct Plan-idcw |
₹86.69 | 15.07% | 17.63% | - |
| ICICI Prudential Value Direct-growth |
₹510.45 | 16.65% | 17.24% | - |
| ICICI Prudential Value Direct-idcw |
₹115.24 | 16.65% | 17.24% | - |
| Nippon India Value Fund Direct-growth |
₹247.74 | 18.74% | 16.81% | - |
| Nippon India Value Fund Direct-idcw |
₹65.43 | 18.74% | 16.81% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Contra Fund Direct-growth
What is the current AUM of Kotak Contra Fund Direct-growth?
As of Sun May 31, 2026, Kotak Contra Fund Direct-growth manages assets worth ₹5,161.5 crore
How has Kotak Contra Fund Direct-growth performed recently?
- 3 Months: 5.32%
- 6 Months: -0.98%
What is the long-term performance of Kotak Contra Fund Direct-growth?
- 3 Years CAGR: 18.47%
- 5 Years CAGR: 16.58%
- Since Inception: 16.30%
What is the portfolio composition of Kotak Contra Fund Direct-growth?
Equity: 97.71%, Others: 2.29%.
Who manages Kotak Contra Fund Direct-growth?
Kotak Contra Fund Direct-growth is managed by Shibani Sircar Kurian from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Contra Fund Direct-growth?
Large Cap: 53.76%, Mid Cap: 31.28%, Small Cap: 14.96%.
Which are the top companies Kotak Contra Fund Direct-growth has invested in?
- HDFC Bank Ltd – 5.12% of the fund's portfolio
- ICICI Bank Ltd – 4.79% of the fund's portfolio
- State Bank of India – 3.27% of the fund's portfolio
- Reliance Industries Ltd – 3.02% of the fund's portfolio
- NTPC Ltd – 2.96% of the fund's portfolio
Which are the major sectors Kotak Contra Fund Direct-growth focuses on?
- Financial – 32.07% of the fund's portfolio
- Technology – 13.33% of the fund's portfolio
- Materials – 12.17% of the fund's portfolio
- Industrials – 11.09% of the fund's portfolio
- Healthcare – 9.58% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
