Kotak Contra Fund
Direct · Growth ₹175.43
05 Jun 2026
NAV
17.7%
3Y CAGR
17.4%
5Y CAGR
17.5%
10Y CAGR
17.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
9.42
Sharpe
-37.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.88 L | 20.1% | -57.4% | 99.5% |
| 3 Years | ₹36.00 L | ₹46.57 L | 17.8% | -19.4% | 38.9% |
| 5 Years | ₹60.00 L | ₹93.12 L | 18.0% | -5.5% | 32.7% |
| 7 Years | ₹84.00 L | ₹1.57 Cr | 17.9% | 0.7% | 26.7% |
| 10 Years | ₹1.20 Cr | ₹3.24 Cr | 18.7% | 14.8% | 22.6% |
| 12 Years | ₹1.44 Cr | ₹4.65 Cr | 18.2% | 15.7% | 20.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.1% | 14.6% | 21.4% | +5.5% |
| 3 Years | 17.8% | 11.2% | 18.3% | +6.6% |
| 5 Years | 18.0% | 10.5% | 18.2% | +7.5% |
| 7 Years | 17.9% | 10.6% | 18.2% | +7.3% |
| 10 Years | 18.7% | 11.5% | 19.1% | +7.2% |
| 12 Years | 18.2% | 11.4% | 18.5% | +6.8% |