Kotak Mahindra
Kotak Contra Scheme---Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.41% | +0.31% | +0.10 | 3 / 8 | Q2 |
| 1W | -0.11% | -0.18% | +0.07 | 3 / 8 | Q2 |
| 2W | +0.49% | +0.29% | +0.20 | 3 / 8 | Q2 |
| 1M | +2.24% | +2.03% | +0.21 | 3 / 8 | Q2 |
| 3M | +3.35% | +2.38% | +0.97 | 1 / 6 | Q1 |
| 6M | -0.43% | -3.74% | +3.31 | 1 / 6 | Q1 |
| YTD | -1.94% | -5.25% | +3.31 | 1 / 6 | Q1 |
| 1Y | +1.83% | -2.81% | +4.64 | 2 / 6 | Q2 |
| 2Y | +1.21% | -0.38% | +1.59 | 2 / 6 | Q2 |
| 3Y | +16.20% | +13.96% | +2.23 | 1 / 6 | Q1 |
| 4Y | +18.48% | +16.80% | +1.67 | 1 / 6 | Q1 |
| 5Y | +15.03% | +14.04% | +0.99 | 3 / 6 | Q2 |
| 7Y | +17.05% | +16.74% | +0.31 | 3 / 6 | Q2 |
| 10Y | +15.52% | +12.94% | +2.58 | 1 / 6 | Q1 |
| Inception | +12.50% | +8.81% | +3.69 | 3 / 8 | Q2 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | -1.94% | -5.25% | +3.31 | 1 / 6 |
| 2025 | +6.85% | +5.09% | +1.77 | 1 / 6 |
| 2024 | +21.54% | +23.26% | -1.72 | 4 / 6 |
| 2023 | +34.85% | +33.70% | +1.15 | 4 / 6 |
| 2022 | +7.37% | +6.41% | +0.96 | 4 / 6 |
| 2021 | +29.50% | +33.98% | -4.47 | 3 / 6 |
| 2020 | +14.98% | +20.95% | -5.97 | 5 / 6 |
| 2019 | +9.99% | +1.36% | +8.63 | 1 / 6 |
| 2018 | +3.29% | -11.40% | +14.69 | 1 / 6 |
| 2017 | +34.10% | +33.89% | +0.21 | 3 / 6 |
| 2016 | +6.70% | +0.47% | +6.23 | 1 / 6 |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Risk profile
Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.
Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.
Peers in Contra Fund
| Scheme | NAV |
|---|---|
| SBI MSFU CONTRA-DIVIDEND | ₹65.6388 |
| Kotak Contra Scheme---Dividend | ₹53.2450 |
| Motilal Oswal Contra Fund - Direct – Growth | ₹10.5188 |
| Religare Contra Fund - Dividend | ₹48.9400 |
Recent NAVs
| Date | NAV |
|---|---|
| 17 Jul 2026 | ₹154.4710 |
| 16 Jul 2026 | ₹153.8420 |
| 15 Jul 2026 | ₹154.0000 |
| 14 Jul 2026 | ₹152.9220 |
| 13 Jul 2026 | ₹154.2770 |
| 10 Jul 2026 | ₹154.6480 |
| 9 Jul 2026 | ₹152.5660 |
| 8 Jul 2026 | ₹151.2970 |
| 7 Jul 2026 | ₹154.4080 |
| 6 Jul 2026 | ₹154.7920 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.