Kotak India EQ Contra Fund (Equity, Equity Value Oriented)

Moderately High
14 yrs 9 monthsStarted on:27 Jul 2005
₹ 866.17 Cras on: 03 Apr 2020
Long Term Horizon
2.39%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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.

Exit Load

Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR4.2

Portfolio

Company Name% Assets
ICICI Bank Ltd.7.93
HDFC Bank Ltd.7.73
Reliance Industries Ltd.6.57
Infosys Ltd.4.89
Larsen & Toubro Ltd.3.81
Axis Bank Ltd.3.37
Ultratech Cement Ltd.2.9
Bharti Airtel Ltd.2.74
Kotak Mahindra Bank Ltd.2.69
AU Small Finance Bank Ltd.2.61

Top Sectoral Holdings

Sector Name% Assets
Financial36.29
Energy12.03
Construction11.53
Technology8.46
FMCG4.78
Chemicals4.48
Automobile3.38
Cons Durable3.01
Services2.79
Communication2.74

Indicators

LabelValue
Portfolio turnover ratio57.98
Standard Deviation19.22%
Beta1.02%

Shibani Kurian

Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.