|
|
|
|
Dear [NAME],
A skilled sailor doesn’t wait for the wind to change — they adjust their sails to move forward.
Kotak Contra Fund follows a similar approach, identifying opportunities across sectors and companies that may be temporarily underperforming yet backed by strong fundamentals and long‑term potential. |
|
|
Why consider Kotak Contra Fund?^ |
|
|
|
|
⭐ Long-Term Alpha: The fund has delivered ~3% alpha since inception. |
|
|
📊 Market Cap Agnostic – Invests across Large, Mid and small cap. |
|
|
⏳ Long Term Consistency – Average 5-year rolling return of 17.4% vs 14.8% of benchmark since inception. |
|
|
|
|
|
|
|
|
|
Source: ^ ICRA MFI, KMAMC Internal | As on 27th February 2026 | Data is for Direct Plan Growth Option | Inception date : 01/01/2013 | For further details on rolling returns, please click here | For complete information on performance, refer below |
|
 |
 |
The Scheme Inception 27 July, 2005. The Scheme Inception date for Direct Plan Growth Option is 01/01/2013. Ms. Shibani Kurian has been managing the fund since 09/05/2019. Different plans have different expense structure and the performance details provided herein are of Direct Plan - Growth Option. “Past performance may or may not be sustained in future. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). N.A stands for data not available. Note: Point to Point (PTP) Returns in INR shows the value of 10,000/- investment made at inception. Source: ICRA MFI Explorer. # Name of Scheme Benchmark. ## Name of Additional Benchmark.” TRI - Total Return Index, in terms of para 6.14 of SEBI Master circular No. SEBI/HO/IMD/IMD-PoD-1/P/CIR/2024/90 dated June 27, 2024, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Alpha is difference of scheme return with benchmark return. |
 |
The Scheme Inception 02 January, 2013. The returns are calculated by XIRR approach assuming investment of Rs.10,000/- on the 1st working day of every month. Since Inception returns are assumed to be starting from the inception date of the Scheme and calculated accordingly. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration. # Benchmark; ^ Additional Benchmark. TRI – Total Return Index, In terms of para 6.14 of SEBI Master circular No. SEBI/HO/IMD/IMD-PoD-1/P/CIR/2024/90 dated June 27, 2024, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Alpha is difference of scheme return with benchmark return. *All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Source: ICRA MFI Explorer. ***As per para 1.9 of of SEBI Master circular No. SEBI/HO/IMD/IMD-PoD-1/P/CIR/2024/90 dated June 27, 2024 |
Kotak Contra Fund is managed by Ms. Shibani Kurian. Click here to view the other funds she managed. |
This is not intended for distribution or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. The distribution of it, in certain jurisdictions, may be restricted or totally prohibited and accordingly, persons who come into possession of this material are required to inform themselves about, and to observe, any such restrictions. The sector(s)/stock(s) referred if any, should not be construed as any kind of recommendation and are for general information only. Past performance may or may not be sustained in future. |
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. |
Get in touch: Write to us | 18003091490 | Download App |
|
|
|
|
|
|
|
|
