Kotak Contra Fund Regular-IDCW
Kotak Contra Fund Regular-IDCW: Mutual Fund Overview
Kotak Contra Fund Regular-IDCW is an Value Oriented mutual fund with over 20.62 years of performance history. The scheme manages an AUM of ₹5224.67 Cr and has a NAV of ₹50.695. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 12.56%.
Equity, Value Oriented, Principal at very high risk
1 Year Return 12.56% at 12 Mar 2026 06:30 PM
Fund Details
NAV 50.695
Sub-Type Value Oriented
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 20.62
Fund Size(in Crores) 5224.67
Fund Performance
1 Month -6.77%
3 Month -4.52%
6 Month -2.31%
1 Year 12.56%
3 Year 18.96%
5 Year 15.38%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.31%) Market Cap Mid Cap 61.7 Large Cap 23 Small Cap 13.6 Top Sectors Metals & Mining 18.68 Capital Goods 13.77 Services 12.88 Financial 10.04 Chemicals 9.92 Automobile 8.37 Construction 5.82 Consumer Staples 4.05 Materials 3.95 Communication 3.05 Consumer Discretionary 2.84 Textiles 1.94 Healthcare 1.62 Technology 1.26 Energy 0.13 Top Holding Ambuja Cements 0.84 Grindwell Norton 0.69 Hindalco Industries 0.57 Astrazeneca Pharma India 0.08 Navin Fluorine International 1.64 Escorts Kubota 2.05 Blue Star 0.92 Astral 0.97 Interglobe Aviation 0.13 Vardhman Textiles 0.05 Cummins India 2 Carborundum Universal 0.1 Kajaria Ceramics 0.02 HDFC AMC 0.17 Hindustan Zinc 0.11 Jindal Steel 4.76 JK Cement 0.11 Ratnamani Metals & Tubes 0.21 Torrent Power 0.11 UPL 3.03 Camlin Fine Sciences 0.02 Samvardhana Motherson 1.18 Kei Industries 2.92 IRB Infra Dev 0.4 Dixon Technologies (India) 0.45 GE Vernova T&D 1.9 BSE 3.76 Sona BLW Precision Forgings 1.33 Indusind Bank 1.45 Supreme Industries 1.4 Lenskart Solutions 0.18 Hitachi Energy India 1.62 Nippon Life India Asset Management 2.1 Godrej Properties 1.76 Indian Railway Catering & Tourism 0.53 Deepak Nitrite 0.69 BEML 0.64 Oberoi Realty 0.95 JSW Energy 0.02 ACC 0.6 Vedanta 3.09 360 One Wam 1.72 SRF 1.8 Affle 3I 1.26 Apar Industries 4.05 Bharti Hexacom 3.04 Bandhan Bank 0.44 Gujarat Fluorochemicals 0.24 Polycab India 1.14 Prestige Estates Projects 2.71 Muthoot Finance 3.8 Rainbow Children's 0.08 PI Industries 1.52 Aarti Industries 0.43 Voltas 1.26 Endurance Technologies 0.21 MCX 4.16 Syngene International 0.24 Crompton Greaves Con. Electricals 0.48 Coromandel International 0.09 K.P.R. Mill 1.89 Biocon 0.78 Schaeffler India 1.7 Sundram Fasteners 0.63 Astec Lifesciences 0.02 Info Edge (India) 1.42 Bharat Forge 3.08 CRISIL 0 Jyoti CNC Automation 0.61 UNO Minda 0.51 APL Apollo Tubes 4.37 Honeywell Automation India 0.14 Atul 0.38 Gujarat Gas 0.02 PB Fintech 2.87 Chemplast Sanmar 0.06 Piramal Pharma 0.23 National Aluminium Company 1.47 Krishna Institute 0.2 Astra Microwave Products 0.01 Jindal Stainless 3.31 SBI Cards 0.36
Debt & Others (1.69%) Sector Allocation Cash Margin 0.26 Repo 1.49 Net Payables -0.06 Debt Credit Ratings Debt Category Others 1.69
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.84%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 17
Date of Incorporation 2005-07-27
Total AUM 595413.8
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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