Kotak Contra Fund (Regular)
Kotak Mahindra Mutual Fund · benchmark Nifty 500 TRI · 20.6 years old · AMFI code 103040
A (top 30%), score 71.9 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 1.7% | 2.5% | -0.8% | 11 / 25 |
| 1 year | -2.1% | -1.0% | -1.1% | 13 / 25 |
| 3 years (a year) | 14.0% | 12.0% | +1.9% | 5 / 24 |
| 5 years (a year) | 12.3% | 9.7% | +2.6% | 5 / 20 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Kotak Contra Fund (Regular plan)?
₹151.40 on 5 Nov 2026 (Growth option).
What is the expense ratio of Kotak Contra Fund (Regular)?
2.02% a year; the Direct plan's is 0.78%.
What return has Kotak Contra Fund given over 3 years?
14.0% a year (Regular plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.
What does Kotak Contra Fund invest in?
Its largest holdings are ICICI Bank Limited, HDFC Bank Limited, State Bank of India, with 63 stocks in all (September 2026 portfolio).
How is Kotak Contra Fund rated?
A: 5 of 24 Regular plans in Value / Contra, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.