Kotak India Eq Contra Fund

Review Date: 09-05-2025

Beginning of Analysis

The 4 star rating shows a very good past performance of the Kotak India Eq Contra Fund in Contra Fund. The Kotak India Eq Contra Fund has a Jensen Alpha of 4.3% which is lower than the category average of 5.77%, showing poor performance. The Kotak India Eq Contra Fund has a Sharpe Ratio of 0.71 which is lower than the category average of 0.81, showing poor performance.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Contra Mutual Funds are ideal for aggressive investors seeking higher returns by capitalizing on undervalued or out-of-favor stocks. These funds follow a contrarian investment strategy, which involves higher risk but also the potential for significant rewards if the strategy succeeds. Investors should have a long-term investment horizon and a high risk tolerance to invest in these funds. Additionally, the success of these funds depends heavily on the fund manager's skill in identifying undervalued stocks and timing the market correctly. Investors should carefully assess their risk appetite and financial goals before investing in Contra Funds.

Kotak India Eq Contra Fund Return Analysis

The Kotak India Eq Contra Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Contra Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Contra Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of 5.24%, 0.67 and -5.67 in last one, three and six months respectively. In the same period the category average return was 5.62%, 0.59% and -5.07% respectively.
• Kotak India Eq Contra Fund has given a return of 7.15% in last one year. In the same period the Nifty 500 TRI return was 7.58%. The fund has given 0.43% less return than the benchmark return.
• The fund has given a return of 22.66% in last three years and rank 2nd out of three funds in the category. In the same period the Nifty 500 TRI return was 16.86%. The fund has given 5.8% more return than the benchmark return.
• Kotak India Eq Contra Fund has given a return of 28.38% in last five years and category average returns is 30.71% in same period. The fund ranked 2.0nd out of three funds in the category. In the same period the Nifty 500 TRI return was 24.7%. The fund has given 3.68% more return than the benchmark return.
• The fund has given a return of 16.26% in last ten years and ranked 3.0rd out of three funds in the category. In the same period the Nifty 500 TRI return was 13.48%. The fund has given 2.78% more return than the benchmark return.
• The fund has given a SIP return of -4.83% in last one year whereas category average SIP return is -2.66%. The fund one year return rank in the category is 3rd in 3 funds
• The fund has SIP return of 19.11% in last three years and ranks 3rd in 3 funds. Invesco India Contra Fund has given the highest SIP return (20.25%) in the category in last three years.
• The fund has SIP return of 20.85% in last five years whereas category average SIP return is 22.17%.

Kotak India Eq Contra Fund Risk Analysis

• The fund has a standard deviation of 14.94 and semi deviation of 10.52. The category average standard deviation is 14.36 and semi deviation is 10.21.
• The fund has a Value at Risk (VaR) of -17.81 and a maximum drawdown of -18.47. The category average VaR is -16.78 and the maximum drawdown is -17.23. The fund has a beta of 0.99 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Contra Fund Category

Good Performance in Contra Fund Category

Poor Performance in Contra Fund Category

Very Poor Performance in Contra Fund Category