Equity Scheme - Contra FundKotak Mahindra Mutual Fund

Kotak Contra Fund - Regular Plan - Growth

₹145.1150▼ 0.9990 (0.68%)

Scheme Type

Open Ended Schemes

NAV History

-5.85%

365 data points · Period: 1Y

Returns

CAGR

-0.68%

+3.62%

-6.33%

+10.55%

+17.33%

+15.55%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,415

-5.9%

3Y Ago

₹16,887

+68.9%

5Y Ago

₹29,903

+199.0%

Past performance ≠ future results

Fund Analytics

Score: 57.9 / 100

Performance

Total Returns

Simple return over period

+4.47%

CAGR

Compound annual growth rate

+4.47%

Growth of ₹10K

Hypothetical investment value

₹10,447

SIP XIRR

SIP internal rate of return

-6.86%

Risk

Volatility (Ann.)

Std deviation of returns

12.74%LOW

Max Drawdown

Worst peak-to-trough

-11.07%

Sharpe Ratio

Risk-adjusted return

-0.12POOR

Sortino Ratio

Downside risk-adjusted return

-0.16POOR

Benchmark

Beta

Market sensitivity

0.88DEF

Alpha

Excess return vs benchmark

+3.60%

Tracking Error

Deviation from benchmark

6.42%

Information Ratio

Alpha per unit tracking error

0.56

Treynor Ratio

Return per unit systematic risk

-1.74

Capture

Upside Capture

Participation in market gains

91.86%

Downside Capture

Participation in market losses

85.82%

Rolling Returns

1Y Rolling CAGR

Avg 24.9% (-5.1% – 89.9%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+4.5%+0.1%

+3.6%

3Y+19.1%+12.2%

+7.1%

5Y+15.8%+11.0%

+5.0%

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

₹2,02,529

Total Value

₹5,02,529

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