kotak contra fund directgrowth

Kotak Contra Fund Direct-Growth

Equity: Value Oriented - Growth (Open ended)

Kotak Contra Fund Direct-GrowthNAV: 182.69 as on 06 Sep, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Equity: Value OrientedBenchmark: NIFTY 500 Total Return IndexCheck Portfolio Overlap →

NAV: ₹182.69-0.64%

07 Sept 2026

1 Week returns: -1.71 %

Category rank: 32/34

1 Month returns: -2.38 %

Category rank: 19/34

1 Year CAGR: 3.75 %

Category rank: 16/30

3 Years CAGR: 15.55 %

Category rank: 8/25

5 Years CAGR: 14.68 %

Category rank: 6/19

52 week high/low

₹162.16

₹187.93

AUM

5449.89

Expense Ratio

0.80

Inception

1356998.00

P/E

23.39

P/B

3.17

Max Drawdown

-0.38

Return 1M

-2.38

Return 1Y

3.75

Return 3Y

15.55

Return 5Y

14.68

Alpha

4.68

Sharpe

0.74

Key Talking Points

Important talking points about the scheme's performance, expense ratio and other factors — grouped by positive, negative, and neutral stance.

Positive

Not enough talking points with positive stance

Negative

Not enough talking points with negative stance

Neutral

Not enough talking points with neutral stance

Scheme Overview

The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.

Scheme Category Overview →

Plan Variants

Kotak Contra Fund Direct-IDCW

Plan

IDCW

Payout

Irregular

Fund Managers

Shibani Sircar Kurian

Since: 9 May 2019

View details

Education

Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics

Past Experience

Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.

Funds managed (6)

1.Kotak Contra Fund9 May 2019 – Present

2.Kotak Conservative Hybrid Fund1 Oct 2024 – Present

3.Kotak Focused Fund25 Jun 2019 – Present

4.Kotak Banking & Financial Services Fund6 Feb 2023 – Present

5.Kotak Technology Fund12 Feb 2024 – Present

6.Kotak Dividend Yield Fund5 Jan 2026 – Present

Key Scheme Details

Inception

31 Dec 2012

Expense Ratio

0.8%

AUM

₹5,449.89 Cr

Lock in

No lock in

Taxation

Equity

Min. Investment

₹100

Min. Addl Investment

Min. SIP Investment

₹100

Exit load

Exit load of 1% if redeemed within 90 days.

AMC Overview

Kotak Mahindra Mutual Fund background and AUM insights, category-wise distribution and historical AUM growth.

AUM Analysis

No data available.

Frequently Asked Questions

What is the current NAV of Kotak Contra Fund Direct-Growth?

The current NAV of Kotak Contra Fund Direct-Growth is ₹182.69 as of 6 Sep 2026. The NAV of a mutual fund reflects the per-unit market value of the fund's holdings and is updated at the end of every trading day.

What is the AUM of Kotak Contra Fund Direct-Growth?

The AUM (Assets Under Management) of Kotak Contra Fund Direct-Growth is ₹5,449.89 crore. AUM represents the total market value of assets the fund currently manages on behalf of its investors.

What is the expense ratio of Kotak Contra Fund Direct-Growth?

The expense ratio of Kotak Contra Fund Direct-Growth is 0.80% per annum. This is the annual fee charged by the fund house to manage your investment. A lower expense ratio means more of your returns stay with you — which is one reason direct plans have a lower expense ratio than regular plans.

Who is the fund manager of Kotak Contra Fund Direct-Growth?

Kotak Contra Fund Direct-Growth is managed by Shibani Sircar Kurian. You can check the full list of fund managers in the "Fund Manager" section above.

What is the benchmark of Kotak Contra Fund Direct-Growth?

The benchmark of Kotak Contra Fund Direct-Growth is NIFTY 500 Total Return Index. This is the index against which the fund's performance is measured. Consistently beating the benchmark over long periods is a key indicator of a fund manager's skill.

When was Kotak Contra Fund Direct-Growth launched?

Kotak Contra Fund Direct-Growth was launched on 31 Dec 2012. The fund has been in existence for 13 years. A longer track record gives investors more data to evaluate how the fund has performed across different market cycles.

What is the minimum investment in Kotak Contra Fund Direct-Growth?

The minimum investment in Kotak Contra Fund Direct-Growth is ₹100 for a lump sum and ₹100 per month for a SIP (Systematic Investment Plan). SIPs allow you to invest a fixed amount regularly, making it easier to build wealth over time without needing a large upfront amount.

What is the exit load on Kotak Contra Fund Direct-Growth?

Kotak Contra Fund Direct-Growth has an exit load — Exit load of 1% if redeemed within 90 days.. Exit load is charged to discourage early withdrawals and protect long-term investors in the fund.

What category does Kotak Contra Fund Direct-Growth belong to?

Kotak Contra Fund Direct-Growth belongs to the Equity: Value Oriented category. You can view other funds in this category.

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