FundLens
70
ContraBuy

Kotak Contra

Kotak · Direct–Growth · rank #1 of 4 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
3.1%
+2.6% vs index
3 Years
17.7%
+5.5% vs index
5 Years
16.4%
+4.5% vs index
Since launch
16.4%

Year-by-year performance

last entry = YTD
2021
+31.9%
2022
+8.9%
2023
+36.9%
2024
+23.7%
2025
+8.8%
2026
-0.9%

Why this score

Kotak Contra scores 70/100 — the top-rated Contra fund of 4 (Buy). It stands out for 3y return and sharpe ratio — beating 83% of peers on 3y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Contra peers — a longer bar beats more of the category.

3Y return17.71% · 83rd percentile in category
Sharpe ratio0.82 · 83rd percentile in category
Expense ratio0.79% · 88th percentile in category
Sortino ratio1.05 · 83rd percentile in category
Alpha3.79 · 83rd percentile in category
1Y return3.13% · 83rd percentile in category

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