TickerKhojKotak Mahindra Mutual Fund · Equity · Contra · Direct plan
Kotak Contra Fund - Direct Plan - Growth
₹173.108NAV on 2 Nov 2026Expense ratio 0.80%
3 Nov 2025NAV low 162.16 · high 187.93-5.8%
In plain words
Over 3 years it returned +13.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.9%.
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 | -0.3% | +1.9% |
| 3 months | -6.2% | -5.1% |
| 6 months | -1.8% | -3.2% |
| 1 year | -5.3% | -10.2% |
| 3 years (yearly) | +13.9% | +7.4% |
| 5 years (yearly) | +12.6% | +6.5% |
| 10 years (yearly) | +16.0% | +11.3% |
| Since start (yearly) | +15.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,565 | -6.7% |
| 3 years | ₹3,60,000 | ₹3,74,828 | +2.6% |
| 5 years | ₹6,00,000 | ₹7,97,009 | +11.3% |
| 10 years | ₹12,00,000 | ₹27,03,538 | +15.5% |
Other plan of this fund: Kotak Contra Fund - Regular Plan - Growth