Equity Scheme - Contra FundKotak Mahindra Mutual Fund

Kotak Contra Fund - Direct Plan - Growth

₹175.8070▲ 0.5390 (0.31%)

Scheme Type

Open Ended Schemes

NAV History

+1.50%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,150

+1.5%

3Y Ago

₹18,873

+88.7%

5Y Ago

₹32,931

+229.3%

Past performance ≠ future results

Fund Analytics

Score: 56.3 / 100

Performance

Total Returns

Simple return over period

+2.95%

CAGR

Compound annual growth rate

+2.95%

Growth of ₹10K

Hypothetical investment value

₹10,295

SIP XIRR

SIP internal rate of return

-2.64%

Risk

Volatility (Ann.)

Std deviation of returns

12.20%LOW

Max Drawdown

Worst peak-to-trough

-10.84%

Sharpe Ratio

Risk-adjusted return

-0.25POOR

Sortino Ratio

Downside risk-adjusted return

-0.32POOR

Benchmark

Beta

Market sensitivity

0.88DEF

Alpha

Excess return vs benchmark

+5.42%

Tracking Error

Deviation from benchmark

6.36%

Information Ratio

Alpha per unit tracking error

0.85

Treynor Ratio

Return per unit systematic risk

-3.47

Capture

Upside Capture

Participation in market gains

91.88%

Downside Capture

Participation in market losses

82.26%

Rolling Returns

1Y Rolling CAGR

Avg 25.0% (-3.9% – 76.4%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+3.0%-3.6%

+5.4%

3Y+19.2%+9.9%

+9.3%

5Y+16.9%+10.4%

+6.8%

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

₹2,81,663

Total Value

₹5,81,663

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