69
ContraBuy
Kotak Contra
Kotak · Direct–Growth · rank #1 of 6 by Smart Score
Data updated
Trailing returns
1 Year
-4.3%
+0.4% vs index
3 Years
13.6%
+4.2% vs index
5 Years
12.4%
+4.5% vs index
Since launch
15.6%
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
-6.0%+0.0% vs index
Why this score
Kotak Contra scores 69/100 — the top-rated Contra fund of 6 (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 return13.60% · 83rd percentile in category
Sharpe ratio0.56 · 83rd percentile in category
Sortino ratio0.65 · 83rd percentile in category
Alpha3.51 · 83rd percentile in category
1Y return-4.34% · 83rd percentile in category
Expense ratio0.80% · 63rd percentile in category
Top holdings
1.ICICI Bank Ltd5.93%
2.HDFC Bank Ltd5.06%
3.State Bank of India3.24%
4.Reliance Industries Ltd2.7%
5.Hero Motocorp Ltd2.67%
63 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.