Equity Scheme - Contra FundKotak Mahindra Mutual Fund

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

₹61.4630▼ 0.4210 (0.68%)

Scheme Type

Open Ended Schemes

NAV History

-4.05%

365 data points · Period: 1Y

Returns

CAGR

-0.68%

+3.63%

-6.11%

+11.97%

+18.83%

+17.11%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,595

-4.0%

3Y Ago

₹17,921

+79.2%

5Y Ago

₹28,010

+180.1%

Past performance ≠ future results

Fund Analytics

Score: 58.1 / 100

Performance

Total Returns

Simple return over period

+5.81%

CAGR

Compound annual growth rate

+5.81%

Growth of ₹10K

Hypothetical investment value

₹10,581

SIP XIRR

SIP internal rate of return

-5.63%

Risk

Volatility (Ann.)

Std deviation of returns

12.75%LOW

Max Drawdown

Worst peak-to-trough

-10.84%

Sharpe Ratio

Risk-adjusted return

-0.02POOR

Sortino Ratio

Downside risk-adjusted return

-0.02POOR

Benchmark

Beta

Market sensitivity

0.88DEF

Alpha

Excess return vs benchmark

+4.94%

Tracking Error

Deviation from benchmark

6.42%

Information Ratio

Alpha per unit tracking error

0.77

Treynor Ratio

Return per unit systematic risk

-0.22

Capture

Upside Capture

Participation in market gains

92.83%

Downside Capture

Participation in market losses

85.02%

Rolling Returns

1Y Rolling CAGR

Avg 26.0% (-3.9% – 81.3%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+5.8%+0.1%

+4.9%

3Y+20.7%+12.2%

+8.7%

5Y+17.3%+11.0%

+6.6%

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

₹2,32,535

Total Value

₹5,32,535

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