MonitorDirect · Growth
Kotak Contra Fund
Kotak Mahindra Mutual FundEquity Scheme - Contra Fund13.7 years
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
- NAV
- 177.998
- 15 Sept 2026
- 1Y
- -0.4%
- Trailing CAGR
- Upside capture
- +101%
- Vs NIFTY 500 TRI
- Downside capture
- +83%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-0.4%
- 3Y+14.1%
- 5Y+13.8%
- 10Y+16.2%
- SI+15.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.6%
- 3Y+5.8%
- 5Y+13.1%
- 10Y+16.4%
- Since inception
- +15.9%
- Calendar-day CAGR
- Excess 1Y
- +1.5%
- Category median, same plan and option
- 3Y win rate
- +49%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- Worst rolling 3Y
- -2.9%
- 2637 daily-ending windows
- Median rolling 3Y
- +17.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +5.8%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +1.9%
- Fund minus TRI
- 3Y excess
- +4.7%
- Fund minus TRI
- Upside capture
- +101%
- Benchmark-up months
- Downside capture
- +83%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 172 recovered episodes
- Longest recovery
- 271 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
24 Jan 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-37.9%
3 Mar 2015 – 27 Jul 2016
Trough 25 Feb 2016 · recovered in 153 days
-19.9%
26 Sept 2024 – 26 Nov 2025
Trough 28 Feb 2025 · recovered in 271 days
-18.9%
18 Oct 2021 – 9 Sept 2022
Trough 20 Jun 2022 · recovered in 81 days
-16.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
60
Consistency
51
Risk-adjusted
60
Drawdown
5
Mean
55
Portfolio
31 Aug 2026 · 62 holdings · top 10 are 31.4%.
- Top 5
- 19.1%
- Top 10
- 31.4%
- Largest holding
- 6.2%
- Effective holdings
- 47.2
ICICI Bank Ltd
Financial
6.2%
HDFC Bank Ltd
Financial
3.9%
State Bank of India
Financial
3.4%
Shriram Transport Finance Company Ltd
Financial
2.9%
Reliance Industries Ltd
Energy & Utilities
2.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
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Engine status
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Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.