Widely used:
Analyst’s Choice
Recently Viewed
Clear AllValue Research Rating
Analyst’s Choice
Riskometer
Very High
₹145.6130 0.32%
As on 16-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Kotak India EQ Contra Fund - Regular Plan
|
|
|
Very High
|
loading... |
1.87 |
|
 |
|
Very High
|
loading... |
1.53 |
||
|
|
Very High
|
loading... |
1.50 |
||
 |
|
Very High
|
loading... |
1.72 |
||
|
|
Very High
|
loading... |
1.75 |
₹4,072 Cr
1.00 (90)
100
1,000
100
1
Investment Strategy
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.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes is their true worth.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other value-oriented fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Kotak India EQ Contra Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Kotak India EQ Contra Fund - Regular Plan can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Kotak India EQ Contra Fund - Regular Plan, is ₹145.6130 as of 17-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
7.41
|
|
|
6.24
|
|
|
3.83
|
|
|
3.65
|
|
|
3.33
|
Over the past five years, Kotak India EQ Contra Fund - Regular Plan has delivered an annualised return of 28.16% as of 17-May-2025.
The minimum investment required to start investing in Kotak India EQ Contra Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
