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Kotak India EQ Contra Fund
Last 5 Years Annualised Return:
Direct Plan:14.33%
Regular Plan: 12.77%
Latest NAV :
Direct: Rs. 87.93
Regular: Rs. 77.65
Minimum Expense Ratio: 0.90% (Inc. of GST)
Minimum SIP- Rs. 1000
Fund Size- Rs. 1192.39 Cr
Fund Managers: Shibani Kurian
P/E Ratio: 20.69
P/B Ratio: 2.89
Alpha: 1.84
Beta: 1.00
Sharpe Ratio:0.54
Sortiono Ratio: 0.56
0.88
Returns :
Category :
Contra
1Y
3Y
5Y
All
Fund returns
3.5%
15.8%
14.3%
14.8%
Category Average
61.5%
12.9%
13.6%
NA
Rank within Category
10
9
1
NA
Taxation
- Capital Gains:
15% tax on returns if redeemed before 1 year ,10% long-term capital gains tax (LTCG) is applied on gains from the sale of equity shares that exceed Rs 100,000.
The verdict
- Kotak India EQ Contra Fund with the help of experienced fund managers are continuously giving good returns from past 3 to 5 years in contra category.
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