Kotak Contra Fund Regular-Growth
Equity
Value Oriented
₹-0.04% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
4 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹5154 Cr
- Created on3 July 2005
Fund Ranking
#9
/ 28 in Value Oriented
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month-5.4%
- 1 Year0.6%
- 3 Year (CAGR)16.6%
- All Time (CAGR)13.7%
Category Return
- 6 Month-1.6%
- 1 Year4.1%
- 3 Year (CAGR)16.2%
- All Time (CAGR)-
Asset Allocation
- Equity98.9%
- Other1.1%
Top 5 Holdings
Top 5 Sectors
- Hexaware Technologies0.81%
- Ashok Leyland1.18%
- Bajaj Finance1.97%
- Bank of Baroda1.33%
- Bharat Electronics1.68%
Fund Information
- Expense Ratio1.89%
- Exit LoadExit load of 1% if redeemed within 90 days.
- Lock-In PeriodNo Lock-In
Managed By
Shibani Sircar Kurian
May 2019 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.71 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.81 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 3.20 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.01