• Open Account

Kotak Contra Fund (G)

Contra Fund • OPEN
NAV as of Apr 29, 2026
₹149.51
1 day change
Returns since inception
13.85%
CAGR
AUM (Fund size)
₹4,679 Cr
NAV: ₹ 149.51
as on Apr 29, 2026
Kotak Contra Fund (G)

Kotak Contra Fund (G) Overview

AUM (Fund size) ₹ 4,679 Cr
Expense ratio 1.85 %
Exit load 0.5% - For redeemed / switch out within 90 days from the date of allotment. Nil - If units are redeemed or switched out on or after 90 days from the date of allotment.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 500 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 20 yrs 11 m since Jun 02, 2005
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
21.67%
Finance
8.80%
IT-Software
7.18%
Healthcare Services
6.13%
Automobiles
5.25%

Top Holdings

HDFC Bank 5.86%
ICICI Bank 4.75%
SBI 3.67%
Reliance Industr 3.39%
Infosys 3.03%
NTPC 2.99%
Hero Motocorp 2.86%
Bharti Airtel 2.73%
Shriram Finance 2.68%
Larsen & Toubro 2.40%

Peer Comparison

Fund Name 1Y 3Y 5Y
Kotak Contra Fund (G) 5.61% 18.47% 16.43%
DSP Natural Resources & New Energy Fund (IDCW) 33.02% 23.96% 16.62%
DSP Natural Resources & New Energy Fund (G) 33.03% 23.96% 18.51%
HDFC Small Cap Fund (G) 7.06% 16.39% 19.08%
HDFC Small Cap Fund (IDCW) 7.08% 16.01% 18.85%
Sundaram Fin Serv Opportunities (IDCW) 2.20% 15.74% 14.79%

Scheme Information

Kotak Contra Fund (G) was launched on 02/06/2005. The fund manages ₹4,679 Cr in assets. Its current expense ratio is 1.85%.

Fund Manager: Shibani Kurian

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FAQs on Kotak Contra Fund (G)

The current expense ratio of Kotak Contra Fund (G) is 1.85%.

The AUM of Kotak Contra Fund (G) is ₹4,679 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Kotak Contra Fund (G) allows both SIP and lump sum investments.

The latest NAV is ₹149.51.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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