67
ContraBuy
Kotak Contra
Kotak · Direct–Growth · rank #1 of 4 by Smart Score
Data updated
Trailing returns
1 Year
4.2%
+1.1% vs index
3 Years
16.3%
+4.8% vs index
5 Years
14.8%
+4.4% vs index
Since launch
16.1%
Year-by-year performance
2021
+31.9%+1.3% vs index
2022
+8.9%+5.1% vs index
2023
+36.9%+10.3% vs index
2024
+23.7%+8.1% vs index
2025
+8.8%+1.2% vs index
2026
-1.7%+0.3% vs index
Why this score
Kotak Contra scores 67/100 — the top-rated Contra fund of 4 (Buy). It stands out for 3y return and sharpe ratio — beating 83% of peers on 3y return. The main drag is its fund size (better than only 38% of peers).
Each bar shows the fund's percentile vs Contra peers — a longer bar beats more of the category.
3Y return16.34% · 83rd percentile in category
Sharpe ratio0.82 · 83rd percentile in category
Sortino ratio0.89 · 83rd percentile in category
Alpha3.79 · 83rd percentile in category
1Y return4.16% · 83rd percentile in category
Fund size5383.57 Cr · 38th percentile in category
Top holdings
1.ICICI Bank Ltd6.14%
2.HDFC Bank Ltd4.18%
3.State Bank of India3.3%
4.Reliance Industries Ltd2.84%
5.Shriram Transport Finance Company Ltd2.76%
61 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.