Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Contra Fund ) / AMFI 103040

Kotak Contra Fund - Regular Plan - Growth

Kotak Mahindra Mutual Fund • Open Ended Schemes ( Equity Scheme - Contra Fund ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹153.1430
AMFI Code / ISIN
103040 / INF174K01245
Category Peer Standing
#3 of 8 ranked peers in Open Ended Schemes ( Equity Scheme - Contra Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2026-11-09 (5,073 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-0.20% p.a.
3Y CAGR
+13.86% p.a.
5Y CAGR
+12.21% p.a.
10Y CAGR
+15.17% p.a.
Since Inception CAGR
+12.26% p.a.
Sortino Ratio (3Y)
0.68
Sharpe Ratio (3Y)
0.50
Calmar Ratio
0.24
Annualized Volatility (3Y)
+14.69%
Maximum Drawdown
-58.36%
1Y / 3Y / 5Y Rolling Mean CAGR
+15.50% / +14.17% / +13.68%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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