Equity Scheme - Contra FundKotak Mahindra Mutual Fund

Kotak Contra Fund - Direct Plan - Growth

₹182.1600▲ 1.5210 (0.84%)

Scheme Type

Open Ended Schemes

NAV History

+11.71%

365 data points · Period:1Y

Returns

CAGR

+0.84%

-1.43%

-0.73%

+1.57%

+16.50%

+15.70%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,171

+11.7%

3Y Ago

₹19,570

+95.7%

5Y Ago

₹33,357

+233.6%

Past performance ≠ future results

Fund Analytics

Score: 55.1 / 100

Performance

Total Returns

Simple return over period

+0.72%

CAGR

Compound annual growth rate

+0.72%

Growth of ₹10K

Hypothetical investment value

₹10,072

SIP XIRR

SIP internal rate of return

+1.15%

Risk

Volatility (Ann.)

Std deviation of returns

12.60%LOW

Max Drawdown

Worst peak-to-trough

-10.84%

Sharpe Ratio

Risk-adjusted return

-0.42POOR

Sortino Ratio

Downside risk-adjusted return

-0.53POOR

Benchmark

Beta

Market sensitivity

0.88DEF

Alpha

Excess return vs benchmark

+4.68%

Tracking Error

Deviation from benchmark

6.60%

Information Ratio

Alpha per unit tracking error

0.71

Treynor Ratio

Return per unit systematic risk

-6.02

Capture

Upside Capture

Participation in market gains

90.81%

Downside Capture

Participation in market losses

82.07%

Rolling Returns

1Y Rolling CAGR

Avg 23.6% (-3.9% – 68.4%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+0.7%-5.3%

+4.7%

3Y+17.4%+8.3%

+9.2%

5Y+16.3%+9.8%

+6.7%

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

₹2,99,222

Total Value

₹5,99,222

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