Kotak Contra Fund
Direct · Growth ₹184.55
20 Jul 2026
NAV
17.7%
3Y CAGR
17.4%
5Y CAGR
17.5%
10Y CAGR
17.4%
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.
9.56
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 | ₹12.87 L | 19.9% | -57.4% | 99.5% |
| 3 Years | ₹36.00 L | ₹46.49 L | 17.7% | -19.4% | 38.9% |
| 5 Years | ₹60.00 L | ₹92.95 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 | ₹3.23 Cr | 18.7% | 14.8% | 22.6% |
| 12 Years | ₹1.44 Cr | ₹4.63 Cr | 18.1% | 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 | 19.9% | 14.5% | 21.2% | +5.4% |
| 3 Years | 17.7% | 11.2% | 18.2% | +6.6% |
| 5 Years | 18.0% | 10.4% | 18.1% | +7.5% |
| 7 Years | 17.9% | 10.6% | 18.2% | +7.3% |
| 10 Years | 18.7% | 11.5% | 19.0% | +7.2% |
| 12 Years | 18.1% | 11.4% | 18.3% | +6.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.1% | 15.2% | -30.9% | 101.0% | 0.65 | 2.34 | 89% | — | — |
| 3 Years | 17.7% | 17.5% | -2.9% | 35.9% | 1.89 | 15.16 | 100% | — | — |
| 5 Years | 17.4% | 17.1% | 1.1% | 32.6% | 2.11 | 29.92 | 100% | — | — |
| 10 Years | 17.5% | 17.6% | 14.6% | 19.7% | 9.56 | — | 100% | — | — |
-37.9%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.4%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.47
3Y
0.46
5Y
0.44
7Y
0.46
10Y
0.47
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.29 | 1.01 | 100.2% | 91.7% | 3.1% | -3.1% |
| 3 Years | +10.43 | 1.01 | 103.6% | 91.0% | 17.7% | 7.3% |
| 5 Years | +7.56 | 0.97 | 99.3% | 90.2% | 16.6% | 9.1% |
| 7 Years | +7.47 | 0.94 | 96.7% | 89.1% | 18.3% | 11.1% |
| 10 Years | +6.31 | 0.95 | 96.9% | 89.7% | 17.1% | 11.1% |
| 12 Years | +6.00 | 0.95 | 97.1% | 90.3% | 15.9% | 10.1% |
| 15 Years | +5.16 | 0.92 | 95.2% | 88.7% | 14.7% | 9.8% |