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Kotak Contra Fund - Regular Plan - Growth is an equity scheme managed by Kotak Mahindra Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 22.22%, with the bottom and top quartiles at 20.26% and 23.93% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.87% on assets of ₹5,154Cr. The fund is currently managed by Ms. Shibani Sircar Kurian, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 86% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 5.61% |
| ICICI BANK LIMITED | Financial Services | 4.52% |
| STATE BANK OF INDIA | Financial Services | 3.63% |
| RELIANCE INDUSTRIES LIMITED | Energy | 3.28% |
| NTPC LIMITED | Utilities | 2.93% |
| LARSEN AND TOUBRO LIMITED | Industrials | 2.69% |
| BHARTI AIRTEL LIMITED | Communication Services | 2.63% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 2.62% |
| Shriram Finance Limited | Financial Services | 2.61% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 2.39% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 2.35% |
| AXIS BANK LIMITED | Financial Services | 2.15% |
| TECH MAHINDRA LIMITED | Technology | 2.09% |
| MPHASIS LIMITED | Technology | 2.00% |
| POONAWALLA FINCORP LIMITED | Financial Services | 1.98% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 1.97% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.84% |
| INFOSYS LIMITED | Technology | 1.81% |
| BHARAT ELECTRONICS LIMITED | Industrials | 1.68% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 1.62% |
| IPCA LABORATORIES LIMITED | Healthcare | 1.51% |
| INDUS TOWERS LIMITED | Communication Services | 1.49% |
| INDUSIND BANK LIMITED | Financial Services | 1.47% |
| DALMIA BHARAT LIMITED | Basic Materials | 1.46% |
| BANK OF MAHARASHTRA | Financial Services | 1.40% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 13 | 33.02% |
| Healthcare | 7 | 10.95% |
| Capital Goods | — | 7.53% |
| Automobile and Auto Components | — | 6.62% |
| Information Technology | — | 5.90% |
| Oil, Gas & Consumable Fuels | — | 4.96% |
| Telecommunication | — | 4.12% |
| Metals & Mining | — | 3.97% |
| Construction | — | 3.77% |
| Fast Moving Consumer Goods | — | 3.49% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.43% | 4.94% | 16.79% | 42.06% | 68.03% | 92.5% |
| 3Y | 15.22% | 20.26% | 22.22% | 23.93% | 27.58% | 100.0% |
| 5Y | 14.23% | 16.86% | 20.92% | 23.58% | 26.94% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 32.9% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Invesco India Contra Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹19,406 Cr | 1.66% | +15.44% | +13.18% | 1★ |
| SBI CONTRA FUND - REGULAR PLAN -GROWTH | SBI Mutual Fund | ₹47,352 Cr | 1.48% | +14.64% | +16.82% | 2★ |