Kotak India EQ Contra Fund Direct-Growth is an equity mutual fund offered by Kotak Mahindra Mutual Fund. The fund has an AUM of ₹4,047.50 Crores and the current NAV is ₹171.106 as of October 26, 2024.
The return performance of the Kotak India EQ Contra Fund has been 48.14% in the last year, 78.49% in the previous three years and 624.57% from the scheme’s debut.
Kotak India EQ Contra Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -7.6% | -6.46% |
| 3 months | -3.15% | -1.09% |
| 6 months | 11.26% | 12.84% |
| 1 year | 48.14% | 48.97% |
| 3 years | 21.04% | 22.03% |
| 5 years | 23.76% | 26.45% |
| 10 years | 17.82% | 18.22% |
Kotak India EQ Contra Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
ICICI Bank Ltd.
|
Financial | Equity | 4.73% |
|
Infosys Ltd.
|
Technology | Equity | 4.35% |
|
HDFC Bank Ltd.
|
Financial | Equity | 3.69% |
|
Mphasis Ltd.
|
Technology | Equity | 3.12% |
|
Tech Mahindra Ltd.
|
Technology | Equity | 2.93% |
Sector Allocation in Kotak India EQ Contra Fund
| Sector | Allocation (%) | Amount (₹ Cr) |
|---|---|---|
| Financial | 22.70% | ₹918.78 |
| Energy | 11.85% | ₹479.63 |
| Technology | 10.40% | ₹420.94 |
| Healthcare | 8.18% | ₹331.09 |
| Consumer Staples | 7.69% | ₹311.25 |
| Others | 39.18% | ₹1,585.81 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
