Kotak Contra Fund Regular-Growth
The fund is rated 3.5 stars. Investment selection within each asset type was a strength, while investment selection within each industry and balance between returns and downside risk provided some support. Higher annual fee of 2.02% was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a ok track record with Stock Selection/Timing. It is important to note, however, that this fund has a 5510.931 AUM and a 2.016 expense ratio. Considering all these factors, we have rated this fund as 3.5 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 8 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (62)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| ICICI Bank Ltd. | 6.16% | ₹339.23 Cr | 23,33,051 |
| HDFC Bank Ltd. | 3.92% | ₹216.02 Cr | 30,46,864 |
| State Bank of India | 3.37% | ₹185.71 Cr | 17,52,000 |
| Shriram Finance Ltd | 2.89% | ₹159.53 Cr | 14,37,305 |
| Reliance Industries Ltd. | 2.74% | ₹150.9 Cr | 11,81,648 |
| Hero Motocorp Ltd. | 2.62% | ₹144.26 Cr | 2,64,700 |
| Larsen & Toubro Ltd. | 2.54% | ₹139.77 Cr | 3,45,547 |
| Swiggy Ltd. | 2.40% | ₹132.47 Cr | 46,99,328 |
| Bharti Airtel Ltd. | 2.36% | ₹129.94 Cr | 7,17,149 |
| NTPC Ltd. | 2.35% | ₹129.49 Cr | 39,55,000 |
Fund details
Long term capital growth. Investment in portfolio of predominantly equity & equity related securities.
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
Exit load of 1% if redeemed within 90 days.