TickerKhojKotak Mahindra Mutual Fund · Equity · Contra · Regular plan
Kotak Contra Fund - Regular Plan - Growth
₹144.42NAV on 2 Nov 2026Expense ratio 2.03%
3 Nov 2025NAV low 136.28 · high 158.42-7.0%
In plain words
Over 3 years it returned +12.5% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.4%.
On 3-year return it ranks 2 of 3 funds in Contra.
A monthly SIP over 10 years ended ₹2,18,551 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.4% | +4.6% |
| 3 months | -6.5% | -3.8% |
| 6 months | -2.5% | -1.6% |
| 1 year | -6.5% | -8.1% |
| 3 years (yearly) | +12.5% | +8.0% |
| 5 years (yearly) | +11.2% | +6.5% |
| 10 years (yearly) | +14.4% | +11.7% |
| Since start (yearly) | +12.0% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,790 | -7.9% |
| 3 years | ₹3,60,000 | ₹3,67,227 | +1.3% |
| 5 years | ₹6,00,000 | ₹7,67,375 | +9.8% |
| 10 years | ₹12,00,000 | ₹24,84,987 | +13.9% |
Other plan of this fund: Kotak Contra Fund - Direct Plan - Growth