Kotak India EQ Contra Fund - Direct
To generate capital appreciation from a diversified portfolio of equity and equity
related securities. However, there is no assurance that the objective of the scheme will be realized.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in portfolio of predominantly equity & equity related securities
Fund Info
Scheme Type
Open-ended
Scheme Category
Contra
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 764.91
Expense Ratio
1.1%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 150099
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Contra |
| Benchmark Type | Nifty 500 Index |
| Scheme AUM (in Crs.) | ₹ 764.91 |
| Expense Ratio | 1.1% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 150099 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Triparty Repo
Cash - Repurchase Agreement
17
Cash Offset For Derivatives
Cash - Future Offset
10
ICICI Bank Ltd
Equity
7
Reliance Industries Ltd
Equity
6
Infosys Ltd
Equity
6
HDFC Bank Ltd.-APR2019
Equity - Future
5
Hindustan Unilever Ltd
Equity
4
Tata Consultancy Services Ltd
Equity
4
Bajaj Finance Ltd
Equity
4
Cnx Nifty-Apr2019
Equity Index - Future
4
Asset Allocation(%)
Equity
82
Cash - Repurchase Agreement
17
Cash - Future Offset
10
Equity - Future
6
Equity Index - Future
4
Sector Allocation(%)
Sector
Percent
Cash - Repurchase Agreement
17
Information Technology Services
16
Banks - Regional - Asia
14
Cash - Future Offset
10
Oil & Gas Refining & Marketing
7
Kotak Mutual Fund
AUM
₹1,50,099 Cr
About
Kotak Group is first NBFC of India. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore.##Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities.##The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.
Launch Date
23 Jun 1998
Sponsor
NA
Email
fundaccops@kotakmutual.com
Phone
022-61152100
Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E),Mumbai - 400 051, Mumbai - 400 051
Kotak Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.