Equity Scheme - Contra FundKotak Mahindra Mutual Fund

Kotak Contra Fund - Direct Plan - Growth

₹185.7210▲ 0.0500 (0.03%)

Scheme Type

Open Ended Schemes

NAV History

+21.42%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹12,142

+21.4%

3Y Ago

₹20,975

+109.8%

5Y Ago

₹33,317

+233.2%

Past performance ≠ future results

Fund Analytics

Score: 37.9 / 100

Performance

Total Returns

Simple return over period

+4.32%

CAGR

Compound annual growth rate

+4.32%

Growth of ₹10K

Hypothetical investment value

₹10,432

SIP XIRR

SIP internal rate of return

+5.47%

Risk

Volatility (Ann.)

Std deviation of returns

12.71%LOW

Max Drawdown

Worst peak-to-trough

-10.84%

Sharpe Ratio

Risk-adjusted return

-0.13POOR

Sortino Ratio

Downside risk-adjusted return

-0.17POOR

Benchmark

Beta

Market sensitivity

0.87DEF

Alpha

Excess return vs benchmark

+4.94%

Tracking Error

Deviation from benchmark

6.77%

Information Ratio

Alpha per unit tracking error

0.73

Treynor Ratio

Return per unit systematic risk

-1.93

Capture

Upside Capture

Participation in market gains

91.14%

Downside Capture

Participation in market losses

82.01%

Rolling Returns

1Y Rolling CAGR

Avg 19.7% (-28.9% – 97.0%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-08-21

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+4.3%-1.6%

+4.9%

3Y+17.4%+8.8%

+8.8%

5Y+16.3%+9.1%

+7.4%

Beta

1Y:0.873Y: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

₹3,55,774

Total Value

₹6,55,774

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