Equity Scheme - Contra FundKotak Mahindra Mutual Fund

Kotak Contra Fund - Regular Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option

₹52.5890▲ 0.4370 (0.84%)

Scheme Type

Open Ended Schemes

NAV History

+9.62%

365 data points · Period:1Y

Returns

CAGR

+0.84%

-1.44%

-0.75%

+0.29%

+15.04%

+14.19%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,962

+9.6%

3Y Ago

₹18,442

+84.4%

5Y Ago

₹25,517

+155.2%

Past performance ≠ future results

Fund Analytics

Score: 54.9 / 100

Performance

Total Returns

Simple return over period

-0.55%

CAGR

Compound annual growth rate

-0.55%

Growth of ₹10K

Hypothetical investment value

₹9,945

SIP XIRR

SIP internal rate of return

-0.11%

Risk

Volatility (Ann.)

Std deviation of returns

12.58%LOW

Max Drawdown

Worst peak-to-trough

-11.07%

Sharpe Ratio

Risk-adjusted return

-0.52POOR

Sortino Ratio

Downside risk-adjusted return

-0.66POOR

Benchmark

Beta

Market sensitivity

0.88DEF

Alpha

Excess return vs benchmark

+3.40%

Tracking Error

Deviation from benchmark

6.60%

Information Ratio

Alpha per unit tracking error

0.51

Treynor Ratio

Return per unit systematic risk

-7.47

Capture

Upside Capture

Participation in market gains

89.66%

Downside Capture

Participation in market losses

82.91%

Rolling Returns

1Y Rolling CAGR

Avg 21.8% (-5.1% – 66.1%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-0.5%-5.3%

+3.4%

3Y+15.9%+8.3%

+7.7%

5Y+14.7%+9.8%

+5.1%

Beta

1Y:0.883Y:0.975Y:0.95

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹2,64,710

Total Value

₹5,64,710

*Based on historical CAGR. Projections are illustrative, not guaranteed