January 23, 2026
RA Jainee
Kotak Contra Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 180.51 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 64.23 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 1 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 5,136 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.58% |
| 1 Year Return (%) | 9.30 |
| 3 Year Return (%) | 21.23 |
| 5 Year Return (%) | 19.43 |
| 10 Year Return (%) | 18.86 |
| Return Since Launch | 16.86% |
⚖️ Sahifund Review – Kotak Contra Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Value-oriented funds are suitable for investors:
1. Seeking exposure in value/contrarian stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
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.
Fund Manager:
1) Shibani Sircar Kurian
Education: Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Experience: Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 1 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Kotak Contra Fund
| Fund House | Kotak Mahindra Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.86% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (RS) | 5,136 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.58% |
| (As on 31-Dec-2025) | |
| Risk Grade | Below Average |
| Return Grade | Average |
| Turnover | 34.18% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Kotak Contra Dir | -3.02 | -1.73 | -1.89 | -1.74 | 1.60 | 9.30 | 21.23 | 19.43 | 18.93 | 18.86 |
| BSE 500 TRI | -3.88 | -1.82 | -3.11 | -3.17 | -1.05 | 6.18 | 15.11 | 14.77 | 15.27 | 15.47 |
| Equity: Value Oriented | -2.92 | -1.77 | -1.67 | -0.53 | 1.10 | 6.88 | 19.49 | 18.97 | 17.51 | 16.69 |
| Rank within category | 12 | 16 | 10 | 20 | 10 | 9 | 5 | 7 | 5 | 1 |
| Number of funds in category | 31 | 31 | 31 | 31 | 30 | 29 | 23 | 16 | 16 | 14 |
Peer Comparison of Kotak Contra Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Kotak Contra Dir | 4 star | 9.30 | 21.23 | 19.43 | 0.58 | 5,136 | 16.86 | 1.00 (90) | 13Y | 34.18 |
| ICICI Pru Value Dir | 5 star | 11.42 | 20.55 | 21.54 | 0.96 | 61,272 | 18.42 | 1.00 (365) | 13Y | 47.00 |
| SBI Contra Dir | 5 star | 4.94 | 19.69 | 22.71 | 0.68 | 49,967 | 16.17 | 0.25 (30) | 13Y | 12.00 |
| HSBC Value Dir | 4 star | 9.05 | 23.22 | 21.65 | 0.74 | 14,753 | 19.34 | 1.00 (365) | 13Y | 30.00 |
| Bandhan Value Dir | 4 star | 4.64 | 17.42 | 21.70 | 0.69 | 10,463 | 16.76 | 1.00 (365) | 13Y | 35.00 |
Portfolio Analysis of Kotak Contra Fund
| No. of Stocks | 61 |
| Top 10 Stocks | 36.47% |
| Top 5 Stocks | 21.47% |
| Top 3 Sectors | 58.21% |
| Portfolio P/B Ratio | 3.49 |
| Portfolio P/E Ratio | 23.93 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,65,704 | 2,15,932 |
| Giant (%) | — | — |
| Large (%) | 57.92 | 68.93 |
| Mid (%) | 27.73 | 18.30 |
| Small (%) | 14.35 | 18.41 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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