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Kotak Mahindra Mutual Fund

Kotak Contra Fund - Regular Plan - Growth

Open Ended Schemes(Equity Scheme - Contra Fund)Very High Risk★★★★ISIN INF174K01245
NAV · 06-Jul-2026
154.7920
1M
+4.84%
6M
-2.97%
1Y (CAGR)
+1.78%
3Y (CAGR)
+16.52%
5Y (CAGR)
+15.18%
Since inception (CAGR)
+12.51%

NAV history

11112814504-07-202303-07-2026153.72
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
14.49%
Downside dev (3y)
12.13%
Max drawdown (3y)
-19.4%
Sharpe (3y)
0.69
SIP XIRR (3y)
+8.28%
SIP XIRR (5y)
+14.01%
Calendar-year returns
2020 +15.2%2021 +30.2%2022 +7.4%2023 +35.0%2024 +22.1%2025 +7.4%

Fund facts

Fund managerShibani Kurian
AUM₹51,615 Cr
TER · AMFI officialDirect 0.79% · Regular 2.02% (2026-06-30)
Launch date02-Jun-2005
Plan typeOpen Ended · Equity
Min lumpsumRs.1000
Lock-inNone
Volatility15.66
AMCKotak Mahindra Asset Management Company Limited.

Objective · The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments. The Scheme will invest in stocks of companies, which are fundamentally sound but are undervalued. Undervalued stocks are stocks of those companies whose true long term potential is not yet recognised by the market. At times, the broad market takes time to appreciate the long-term potential of some fundamentally sound companies. Stocks of such companies are traded at prices below their intrinsic value and are regarded as undervalued stocks. We believe that, over a period of time, the price of a stock reflects the intrinsic value of the underlying company. Thus, the moving up of the price of the undervalued stock towards its intrinsic value will help us generate capital appreciation for investors. However, there can be no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗