Equity Scheme - Contra FundKotak Mahindra Mutual Fund

Kotak Contra Fund - Regular Plan - Growth

₹147.4880▲ 0.4470 (0.30%)

Scheme Type

Open Ended Schemes

NAV History

-0.40%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,960

-0.4%

3Y Ago

₹17,785

+77.9%

5Y Ago

₹29,790

+197.9%

Past performance ≠ future results

Fund Analytics

Score: 56.1 / 100

Performance

Total Returns

Simple return over period

+1.65%

CAGR

Compound annual growth rate

+1.65%

Growth of ₹10K

Hypothetical investment value

₹10,165

SIP XIRR

SIP internal rate of return

-3.88%

Risk

Volatility (Ann.)

Std deviation of returns

12.18%LOW

Max Drawdown

Worst peak-to-trough

-11.07%

Sharpe Ratio

Risk-adjusted return

-0.36POOR

Sortino Ratio

Downside risk-adjusted return

-0.45POOR

Benchmark

Beta

Market sensitivity

0.88DEF

Alpha

Excess return vs benchmark

+4.10%

Tracking Error

Deviation from benchmark

6.36%

Information Ratio

Alpha per unit tracking error

0.65

Treynor Ratio

Return per unit systematic risk

-4.95

Capture

Upside Capture

Participation in market gains

90.74%

Downside Capture

Participation in market losses

83.09%

Rolling Returns

1Y Rolling CAGR

Avg 23.3% (-5.1% – 74.0%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+1.7%-3.6%

+4.1%

3Y+17.6%+9.9%

+7.8%

5Y+15.4%+10.4%

+5.2%

Beta

1Y:0.883Y:0.985Y: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

₹2,32,535

Total Value

₹5,32,535

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