Equity Contra Very High Risk Fund Manager: Shibani Kurian
Equity Contra Very High Risk
To generate capital appreciation from a diversified portfolio of equity and equity related instruments.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Contra | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -6.06% | -11.05% | -7.91% | -7.04% | 4.47% | 3.57% | 17.22% | 13.47% | 15% | 15.83% | 13.59% |
| Category returns | -5.97% | -11.86% | -8.48% | -9.21% | 2.98% | 3.02% | 16.37% | 13.32% | 15.69% | 15.63% | N/A |
| Absolute returns | -6.06% | -11.05% | -7.91% | -7.04% | 8.38% | 7.82% | 61.94% | 67.34% | 100.22% | 334.72% | 1307.51% |
| Rank within category | 2 | 2 | 2 | 1 | 1 | 2 | 1 | 2 | 2 | 2 | N/A |
| Total Schemes in Category | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | N/A |
| Contra | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 7.06% | 35.39% | 2.56% | 10.02% | 15.17% | 30.17% | 7.37% | 35.01% | 22.1% | 7.43% | -10.31% |
| Q1 returns | -2.82% | 12.53% | -3.25% | 5.3% | -28.41% | 10.05% | 0.23% | -2.71% | 6.94% | -6.07% | -13.16% |
| Q2 returns | 8.47% | 3.5% | 5.49% | 0.98% | 20.42% | 8.49% | -9.19% | 12.02% | 14.47% | 10.72% | 3.28% |
| Q3 Returns | 6.72% | 6.84% | 0.67% | -0.94% | 10.29% | 10.22% | 10.85% | 6.62% | 7.12% | -1.47% | N/A |
| Q4 Returns | -4.84% | 8.8% | -0.18% | 4.45% | 21.14% | -1.09% | 6.41% | 16.19% | -6.88% | 4.85% | N/A |
Expense ratio: 1.85%
Inclusive of GST
Exit load
1% on or before 90D, Nil after 90D
| Alpha | 0.238688 |
| Beta | 1.0234 |
| Sharpe Ratio | 0.256592 |
| Sortino Ratio | 0.459332 |
| R-Squared | 0.9546 |
| Tracking Error | 0.8355 |
| Downside Risk | 19.5678 |
| Std. Deviation (Annualised) | 13.9166 |
| Contra | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Contra Fund - Regular Plan - Growth Current | -6.06% | -11.05% | -7.91% | -7.04% | 4.47% | 17.22% | 15% | 15.83% | 13.59% | 4,679.19 | 1.85 | 0.26 | Very High |
| Invesco India Contra Fund - Regular Plan - Growth | -5.5% | -13.5% | -10.6% | -11.61% | 3.33% | 16.16% | 13.72% | 15.18% | 14.02% | 19,948.10 | 1.62 | 0.23 | Very High |
| SBI Contra Fund - Regular Plan - IDCW | -6.36% | -11.03% | -6.92% | -8.96% | 1.15% | 15.74% | 18.34% | 15.87% | 18.33% | 49,111.50 | 1.50 | 0.25 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 98.28% |
| Cash & Cash Equivalents and Net Assets | 1.72% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Banks | 21.66% | |
| Petroleum Products | 3.76% | |
| IT - Software | 7.18% | |
| Power | 2.99% | |
| Automobiles | 5.25% | |
| Telecom - Services | 4.18% | |
| Finance | 8.80% | |
| Construction | 3.41% | |
| Healthcare Services | 6.12% | |
| Electrical Equipment | 2.12% | |
| Cement and Cement Products | 3.51% | |
| Others | 1.72% | |
| Retailing | 2.36% | |
| Pharmaceuticals and Biotechnology | 4.88% | |
| Aerospace and Defense | 1.72% | |
| Ferrous Metals | 2.51% | |
| Chemicals and Petrochemicals | 1.42% | |
| Beverages | 1.37% | |
| Consumable Fuels | 1.36% | |
| Agricultural, Commercial and Constr | 1.23% | |
| Personal Products | 1.22% | |
| Consumer Durables | 3.11% | |
| Transport Services | 1.16% | |
| Non - Ferrous Metals | 1.12% | |
| Insurance | 0.99% | |
| Capital Markets | 0.84% | |
| Fertilizers and Agrochemicals | 0.74% | |
| Diversified FMCG | 0.68% | |
| Auto Components | 1.19% | |
| Industrial Products | 0.82% | |
| Industrial Manufacturing | 0.58% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| HDFC Bank Ltd. | Banks | Domestic Equities | 5.86% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 4.75% |
| State Bank Of India | Banks | Domestic Equities | 3.67% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 3.39% |
| Infosys Ltd. | IT - Software | Domestic Equities | 3.03% |
| NTPC Ltd. | Power | Domestic Equities | 2.99% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 2.86% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.73% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 2.68% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.40% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 2.39% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 2.27% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 2.17% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 2.12% |
| Ultratech Cement Ltd. | Cement and Cement Products | Domestic Equities | 2.01% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 1.98% |
| Poonawalla Fincorp Ltd. | Finance | Domestic Equities | 1.93% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.89% |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 1.87% | |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.85% |
| Swiggy Ltd. | Retailing | Domestic Equities | 1.78% |
| Ipca Laboratories Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 1.74% |
| Park Medi World Ltd. | Healthcare Services | Domestic Equities | 1.73% |
| Bharat Electronics Ltd. | Aerospace and Defense | Domestic Equities | 1.72% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 1.51% |
| Dalmia Bharat Ltd. | Cement and Cement Products | Domestic Equities | 1.50% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 1.45% |
| SRF Ltd. | Chemicals and Petrochemicals | Domestic Equities | 1.42% |
| Piramal Finance Ltd. | Finance | Domestic Equities | 1.40% |
| Bank Of Baroda | Banks | Domestic Equities | 1.38% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 1.37% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 1.36% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 1.33% |
| Ashok Leyland Ltd. | Agricultural, Commercial and Constr | Domestic Equities | 1.23% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 1.22% |
| Bank Of Maharashtra | Banks | Domestic Equities | 1.21% |
| Century Plyboards (India) Ltd. | Consumer Durables | Domestic Equities | 1.19% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 1.16% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 1.15% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 1.12% |
| JB Chemicals & Pharmaceuticals Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 1.11% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 1.07% |
| Indian Bank | Banks | Domestic Equities | 1.03% |
| Ajanta Pharma Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 1.03% |
| Jubilant Pharmova Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 1.01% |
| Kalpataru Projects International Ltd. | Construction | Domestic Equities | 1.01% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 1.00% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.99% |
| Metropolis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.98% |
| Aptus Value Housing Finance India Ltd. | Finance | Domestic Equities | 0.94% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 0.85% |
| Nuvama Wealth Management Ltd. | Capital Markets | Domestic Equities | 0.84% |
| Coromandel International Ltd. | Fertilizers and Agrochemicals | Domestic Equities | 0.74% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.68% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 0.62% |
| Happy Forgings Ltd. | Industrial Products | Domestic Equities | 0.62% |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.58% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.58% |
| Tenneco Clean Air India Ltd. | Auto Components | Domestic Equities | 0.57% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 0.55% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.37% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 0.20% |
| Net Current Assets/(Liabilities) | Cash & Cash Equivalents and Net Assets | -0.15% | |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in Contra.
To generate capital appreciation from a diversified portfolio of equity and equity related instruments.
The scheme benchmark is the NIFTY 500 - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 8.38%
3-year: 17.41%
5-year: 14.89%
Top holdings include names such as:
The NAV is around ₹140.75 (approx.) for the Kotak Contra Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹4,679 Cr.
The expense ratio for the Regular Plan is 1.85.
1% on or before 90D, Nil after 90D.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund manager: Shibani Kurian
This fund is suitable for investors with a Very High risk tolerance.
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