Kotak India EQ Contra Fund Direct Growth

Scheme code: INF174K01KZ9 NAV value: ₹ 160.7820 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Contra Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.08	61.58	35.14	34.36
3 year	11.61	37.55	23.07	25.38
5 year	4.06	33.11	17.62	17.81
7 year	7.33	21.75	16.27	16.33
10 year	14.57	19.68	17.35	18.09
12 year	16.64	18.12	17.38	18.07

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	35.14
3 year	6.28	33.32	15.57	23.07
5 year	0.74	26.02	12.91	17.62
7 year	3.33	15.62	11.64	16.27
10 year	3.49	17.22	10.65	17.35
12 year	3.07	16.17	10.8	17.38
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	35.14
3 year	6.56	32.12	15.66	23.07
5 year	1	26.2	12.75	17.62
7 year	3.8	15.42	11.84	16.27
10 year	3.8	18	11.09	17.35
12 year	3.63	16.86	11.19	17.38
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	35.14
3 year	7.68	33.37	17	23.07
5 year	0.71	27.63	13.15	17.62
7 year	3.76	16.01	12.04	16.27
10 year	3.56	16.94	10.94	17.35
12 year	3.31	16.54	10.99	17.38
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	35.14
3 year	8.04	34.46	17.98	23.07
5 year	0.69	28.64	13.53	17.62
7 year	3.97	16.42	12.35	16.27
10 year	3.53	17.72	11.24	17.35
12 year	3.1	16.97	11.25	17.38
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 35.14% - Median return: 43.12% - Average standard deviation: 5.47

Rolling return for 3 year

- Average return: 23.07% - Median return: 23.2% - Average standard deviation: 1.96

Rolling return for 5 year

- Average return: 17.62% - Median return: 17.35% - Average standard deviation: 1

Rolling return for 7 year

- Average return: 16.27% - Median return: 16.16% - Average standard deviation: 0.71

Rolling return for 10 year

- Average return: 17.35% - Median return: 17.51% - Average standard deviation: 0.45

Rolling return for 12 year

- Average return: 17.38% - Median return: 17.3% - Average standard deviation: 0.41

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 (%)
1 year	12,00,000	13,32,997	1,32,997	11.09
3 year	36,00,000	50,42,900	14,42,900	11.89
5 year	60,00,000	97,70,539	37,70,539	10.24
7 year	84,00,000	1,56,17,389	72,17,389	9.26
10 year	1,20,00,000	3,18,98,739	1,98,98,739	10.27
12 year	1,44,00,000	4,58,77,160	3,14,77,160	10.14

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	11.09
3 year	7.35	11.89
5 year	7.28	10.24
7 year	6.36	9.26
10 year	5.93	10.27
12 year	6.09	10.14

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	11.09
3 year	7.51	11.89
5 year	7.25	10.24
7 year	6.38	9.26
10 year	6.15	10.27
12 year	6.3	10.14

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	11.09
3 year	8.25	11.89
5 year	7.64	10.24
7 year	6.58	9.26
10 year	6.21	10.27
12 year	6.36	10.14

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	11.09
3 year	8.74	11.89
5 year	7.97	10.24
7 year	6.78	9.26
10 year	6.43	10.27
12 year	6.57	10.14

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,32,997 - Absolute Returns: ₹1,32,997 - CAGR: 11.09%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,42,900 - Absolute Returns: ₹14,42,900 - CAGR: 11.89%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹97,70,539 - Absolute Returns: ₹37,70,539 - CAGR: 10.24%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,56,17,389 - Absolute Returns: ₹72,17,389 - CAGR: 9.26%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,18,98,739 - Absolute Returns: ₹1,98,98,739 - CAGR: 10.27%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,58,77,160 - Absolute Returns: ₹3,14,77,160 - CAGR: 10.14%