Kotak Contra Fund Direct Growth

Scheme code: INF174K01KZ9 NAV value: ₹ 167.5620 NAV date: 19 March, 2026 TER: 0.58%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Contra Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-30.92	100.97	16.22	19.54	20.82
3 year	-2.92	35.87	17.31	17.62	18.28
5 year	1.11	32.61	17.18	17.45	17.82
7 year	7.99	21.58	16.72	16.64	16.78
10 year	14.57	19.73	17.66	17.49	17.96
12 year	16.85	19.39	18.17	18.05	18.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.54
3 year	6.28	30.95	15.04	17.62
5 year	8.38	26.02	14.22	17.45
7 year	10.18	15.62	12.93	16.64
10 year	11.42	12.93	12.18	17.49
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.54
3 year	6.56	19.64	13.57	17.62
5 year	9.22	12.29	10.75	17.45

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.54
3 year	7.68	21.49	15.06	17.62
5 year	10.37	13.5	11.93	17.45

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.54
3 year	8.04	32.03	17.81	17.62
5 year	8.18	28.64	15.34	17.45
7 year	10.64	16.42	13.77	16.64
10 year	12.56	14.06	13.31	17.49

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,98,020 - Absolute Returns: ₹98,020 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,64,027 - Absolute Returns: ₹10,64,027 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,67,600 - Absolute Returns: ₹33,67,600 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,57,98,268 - Absolute Returns: ₹73,98,268 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,23,42,136 - Absolute Returns: ₹2,03,42,136 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,67,28,699 - Absolute Returns: ₹3,23,28,699 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.89 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.37 %

Calmar Ratio by Duration

1 Y

0.5157

3 Y

0.465

5 Y

0.4606

7 Y

0.4392

10 Y

0.4616

12 Y

0.4764

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	7.13	0.97	98.9	89.0	11.21 %	4.00 %
3 years	9.18	1.00	102.4	90.5	20.46 %	11.28 %
5 years	7.28	0.97	98.7	89.9	16.62 %	9.44 %
7 years	6.59	0.94	96.0	89.1	17.08 %	10.74 %
10 years	6.10	0.94	96.4	89.5	17.83 %	12.06 %
12 years	4.89	0.94	96.4	89.5	14.68 %	10.00 %
15 years	3.74	0.94	96.4	89.5	11.58 %	7.92 %