Kotak Contra Fund Regular-Growth
Kotak Contra Fund Regular-Growth: Mutual Fund Overview
Kotak Contra Fund Regular-Growth is an Value Oriented mutual fund with over 20.66 years of performance history. The scheme manages an AUM of ₹5224.67 Cr and has a NAV of ₹136.965. 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 0.28%.
Equity, Value Oriented, Principal at very high risk
1 Year Return 0.28% at 24 Mar 2026 02:55 PM
Fund Details
NAV 136.965
Sub-Type Value Oriented
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 20.66
Fund Size(in Crores) 5224.67
Fund Performance
1 Month -12.63%
3 Month -12.61%
6 Month -9.77%
1 Year 0.28%
3 Year 17.11%
5 Year 14.29%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.35%) Market Cap Mid Cap 23.5 Small Cap 13.13 Large Cap 61.72 Top Sectors Financial 33.02 Healthcare 10.35 Automobile 7.55 Energy 6.95 Technology 6.71 Capital Goods 5.5 Materials 4.75 Services 4.33 Metals & Mining 4.19 Communication 3.99 Consumer Staples 3.26 Construction 2.62 Chemicals 2.11 Consumer Discretionary 2.01 Insurance 1.01 Top Holding SBI Life Insurance Company 1.01 JB Chemicals 0.99 Bank of Maharashtra 1.32 Ultratech Cement 2.13 LG Electronics India 0.84 Tata Steel 0.99 Swiggy 1.85 Fortis Healthcare 2.41 Ajanta Pharma 0.98 Sapphire Foods 0.63 Kalpataru Projects Intl. 1.06 SRF 1.34 Hindalco Industries 1.05 Happy Forgings 0.64 NTPC 2.62 Godrej Consumer 1.35 Maruti Suzuki India 2.58 Century Plyboards (India) 1.12 Kotak Mahindra Bank 0.58 Bharti Airtel 2.58 Metropolis Healthcare 0.96 Jubilant Pharmova 0.96 Shriram Finance 3.26 Ipca Laboratories 1.49 Poonawalla Fincorp 2.13 Global Health 1.1 ICICI Bank 4.61 Interglobe Aviation 1.27 Vishal Mega Mart 0.58 Bank of Baroda 1.61 Dalmia Bharat 1.5 Infosys 2.82 Indian Bank 1.4 Tenneco Clean Air India 0.57 Indus Towers 1.41 Nuvama Wealth Management 0.81 Park Medi World 1.46 Tech Mahindra 1.9 Axis Bank 2.02 Bharat Electronics 1.71 Jindal Steel 1.51 Piramal Finance 0.84 HDFC Bank 5.82 Radico Khaitan 1.11 Bajaj Finance 2.06 Bharat Petroleum Corporation 1.08 Mphasis 1.99 Indusind Bank 1.51 State Bank of India 4.18 Voltas 1.17 GE Vernova T&D 2.14 ITC 0.8 Emmvee Photovoltaic Power 0.23 Coromandel International 0.77 Hero Motocorp 2.89 Reliance Industries 3.02 Ashok Leyland 1.51 Larsen & Toubro 2.62 Aptus Value Housing Finance India 0.87 Jyoti CNC Automation 0.59
Debt & Others (1.65%) Sector Allocation Net Payables -0.05 Repo 1.7 Debt Credit Ratings Debt Category Others 1.65
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-Growth Ret 1M -10.84% Ret 1Y -1.9% Ret 3Y 17.35% Ret 5Y 13.95%
Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-IDCW Ret 1M -10.84% Ret 1Y -1.9% Ret 3Y 17.35% Ret 5Y 13.95%
Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-IDCW Reinvestment Ret 1M -10.84% Ret 1Y -1.9% Ret 3Y 17.35% Ret 5Y 13.95%
Equity, Flexi Cap funds Axis Nifty500 Value 50 Index Fund Regular-Growth Ret 1M -10.39% Ret 1Y 12.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Value Fund Regular-Growth Ret 1M -11.39% Ret 1Y 1.17% Ret 3Y 19.93% Ret 5Y 0%
Equity, Flexi Cap funds Axis Value Fund Regular-IDCW Payout Ret 1M -11.39% Ret 1Y 1.17% Ret 3Y 19.93% Ret 5Y 0%
Equity, Flexi Cap funds Axis Value Fund Regular-IDCW Reinvestment Ret 1M -11.39% Ret 1Y 1.17% Ret 3Y 19.93% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Nifty 500 Value 50 Index Fund Regular-Growth Ret 1M -10.53% Ret 1Y 11.98% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Value Fund Regular-Growth Ret 1M -11.24% Ret 1Y -3.25% Ret 3Y 13.75% Ret 5Y 15.69%
Equity, Flexi Cap funds Bandhan Value Fund Regular-IDCW Ret 1M -11.24% Ret 1Y -3.25% Ret 3Y 13.75% Ret 5Y 15.69%
Equity, Flexi Cap funds Bandhan Value Fund Regular-IDCW Reinvestment Ret 1M -11.24% Ret 1Y -3.25% Ret 3Y 13.75% Ret 5Y 15.69%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.85%
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) 26
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.
Take Your Next Step
Kotak Contra Fund Regular-Growth FAQs
How to invest in Kotak Contra Fund Regular-Growth?
Investing in Kotak Contra Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Kotak Contra Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Kotak Contra Fund Regular-Growth?
The term expense ratio for Kotak Contra Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Kotak Contra Fund Regular-Growth is 1.85% as of 24 Mar 2026.
What is the NAV of Kotak Contra Fund Regular-Growth?
The NAV of Kotak Contra Fund Regular-Growth is ₹136.965 as of 24 Mar 2026.
What is the AUM of Kotak Contra Fund Regular-Growth?
The AUM (Assets Under Management) of Kotak Contra Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Kotak Contra Fund Regular-Growth is ₹5224.67 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Kotak Contra Fund Regular-Growth?
The PE ratio of Kotak Contra Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Kotak Contra Fund Regular-Growth?
Yes, you can invest in Kotak Contra Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Kotak Contra Fund Regular-Growth in the last 5 years?
The return of Kotak Contra Fund Regular-Growth in the last 5 years is 14.29%.
What is the minimum SIP investment required in Kotak Contra Fund Regular-Growth?
The minimum SIP investment in Kotak Contra Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Kotak Contra Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Kotak Contra Fund Regular-Growth?
The NAV of Kotak Contra Fund Regular-Growth, as of 24 Mar 2026, is ₹136.965.
Who manages the Kotak Contra Fund Regular-Growth?
The fund managers responsible for Kotak Contra Fund Regular-Growth are:
- Shibani Sircar Kurian