Kotak India EQ Contra Fund Direct Growth

Scheme code: INF174K01KZ9 NAV value: ₹ 160.9510 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Contra Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 19.51 61.58 46.20 44.34
3 year 20.05 28.25 24.37 25.07
5 year 20.17 28.18 23.73 25.52
7 year 18.18 21.75 19.88 19.53
10 year 16.33 19.68 18.27 18.73

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 46.2
3 year 7.63 16.87 13.32 24.37
5 year 12.6 19.62 15.37 23.73
7 year 10.81 15.2 13.42 19.88
10 year 9.81 13.99 12.12 18.27
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 46.2
3 year 7.94 17.89 14.14 24.37
5 year 13.28 20.23 15.93 23.73
7 year 10.62 15.28 13.42 19.88
10 year 10.08 14.47 12.61 18.27
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 46.2
3 year 9.26 19.51 15.7 24.37
5 year 14.45 21.69 17.28 23.73
7 year 11.07 15.88 13.98 19.88
10 year 10.64 15.2 13.25 18.27
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 46.2
3 year 9.84 20.48 16.73 24.37
5 year 15.2 22.82 18.38 23.73
7 year 11.31 16.28 14.37 19.88
10 year 11.16 15.89 13.85 18.27
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 46.2
10 year 4.92 20.34 12.6 18.27

Rolling return for 1 year

Average return: 46.20%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.6 19.51 24.6 19.51 2.54 22.06 01-2024 01-2025
32.85 29.19 38.84 23.61 5.54 31.12 12-2023 12-2024
44.35 37.47 51.36 31.1 7.57 41.07 11-2023 11-2024
49.91 53.51 61.04 42.9 6.54 51.84 10-2023 10-2024
53.81 54.08 59.53 48.55 3.88 53.99 09-2023 09-2024
49.68 56.67 59.57 46.96 5.1 53.22 08-2023 08-2024
53.75 54.47 59.98 48.46 4.08 54.16 07-2023 07-2024
44.41 53.78 61.58 37.44 9.16 49.3 06-2023 06-2024
48.4 52.39 57.77 43.34 5.29 50.48 05-2023 05-2024
51.68 52.75 57.61 47.01 3.77 52.26 04-2023 04-2024
48.35 48.37 55.76 41.32 5.11 48.45 03-2023 03-2024
46.27 46.64 51.38 41.68 3.43 46.49 02-2023 02-2024

Rolling return for 3 year

Average return: 24.37%
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.19 20.62 23.19 20.62 1.28 21.9 01-2022 01-2025
24.57 24.23 26.42 22.41 1.42 24.41 12-2021 12-2024
22.9 21.96 24.86 20.05 1.73 22.44 11-2021 11-2024
22.51 23.3 25.47 20.4 1.81 22.92 10-2021 10-2024
25.27 25.36 26.81 23.84 1.05 25.32 09-2021 09-2024
24.73 25.76 27.42 23.11 1.57 25.26 08-2021 08-2024
26.56 27.18 28.25 25.51 0.99 26.88 07-2021 07-2024
23.04 26.13 27.73 21.5 2.46 24.6 06-2021 06-2024
25.6 25.25 28.19 22.72 1.94 25.44 05-2021 05-2024
25.85 25.57 27.47 23.97 1.24 25.72 04-2021 04-2024
23.73 23.06 25.75 21.08 1.67 23.4 03-2021 03-2024
25.26 23.09 26.71 21.69 1.93 24.19 02-2021 02-2024

Rolling return for 5 year

Average return: 23.73%
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.57 22.42 23.57 22.42 0.57 23 01-2020 01-2025
23.75 24.17 24.85 23.08 0.64 23.96 12-2019 12-2024
23.18 23.81 24.36 22.65 0.64 23.5 11-2019 11-2024
25.15 25.4 26.95 23.62 1.18 25.28 10-2019 10-2024
27.25 26.11 28.18 25.19 1.13 26.68 09-2019 09-2024
25.94 26.67 27.57 25.06 0.92 26.31 08-2019 08-2024
25.7 25.01 26.7 24.02 0.98 25.36 07-2019 07-2024
21.74 23.63 24.51 20.89 1.44 22.69 06-2019 06-2024
22.5 22.5 24.01 21.01 1.06 22.51 05-2019 05-2024
21.45 21.98 22.38 21.05 0.51 21.72 04-2019 04-2024
21.57 21.35 22.76 20.17 0.92 21.46 03-2019 03-2024
22.36 22.12 23.2 21.28 0.68 22.24 02-2019 02-2024

Rolling return for 7 year

Average return: 19.88%
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.78 18.18 18.78 18.18 0.3 18.48 01-2018 01-2025
19.36 19.24 20.11 18.49 0.57 19.3 12-2017 12-2024
19.07 19.31 19.88 18.5 0.5 19.19 11-2017 11-2024
19.92 20.28 21.16 19.06 0.75 20.1 10-2017 10-2024
20.95 20.72 21.58 20.09 0.53 20.84 09-2017 09-2024
20.22 20.72 21.32 19.62 0.63 20.47 08-2017 08-2024
21.06 20.77 21.75 20.09 0.6 20.92 07-2017 07-2024
19.39 20.92 21.32 18.99 0.99 20.16 06-2017 06-2024
19.67 20.05 20.72 19.01 0.62 19.86 05-2017 05-2024
19.7 19.86 20.36 19.2 0.41 19.78 04-2017 04-2024
19.48 19.68 20.31 18.85 0.52 19.58 03-2017 03-2024
19.86 19.93 20.45 19.34 0.39 19.9 02-2017 02-2024

Rolling return for 10 year

Average return: 18.27%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.39 16.33 17.39 16.33 0.53 16.86 01-2015 01-2025
17.6 17.3 18.12 16.78 0.49 17.45 12-2014 12-2024
17.07 17.15 17.63 16.59 0.37 17.11 11-2014 11-2024
18.33 18.21 19.18 17.37 0.64 18.27 10-2014 10-2024
18.77 18.65 19.21 18.22 0.35 18.71 09-2014 09-2024
18.63 18.79 19.39 18.03 0.48 18.71 08-2014 08-2024
18.94 18.67 19.42 18.2 0.44 18.81 07-2014 07-2024
17.57 18.36 18.9 17.03 0.72 17.96 06-2014 06-2024
18.79 18.23 19.52 17.51 0.74 18.51 05-2014 05-2024
18.71 18.87 19.16 18.41 0.27 18.79 04-2014 04-2024
18.89 18.7 19.47 18.13 0.48 18.8 03-2014 03-2024
19.27 19.29 19.68 18.88 0.28 19.28 02-2014 02-2024