Fundalysisby DARKHORSESTOCKS

Scheme

Kotak Contra Fund

Holds 63 companies worth ₹5,142 Cr in Sept 2026.

  • Fund house

    KotakThe fund house that runs this scheme.

  • AUM

    ₹5,403 CrKotak Contra Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 2.0% on Aug 2026, ₹5,511 Cr.

  • Largest holding

    ICICI BankICICI Bank is 5.9% of this scheme's NAV.

  • Fund manager

    Shibani KurianRuns it since 9 May 2019, as the fund house dates it.

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20265,403−2.0%
Aug 20265,511+2.4%
Jul 20265,384+1.0%
Jun 20265,331+3.3%
May 20265,161+0.1%
Apr 20265,154+10.1%
Mar 20264,679−10.4%
Feb 20265,221+2.7%
Jan 20265,086−1.0%
Dec 20255,136+2.6%
Nov 20255,005+1.7%
Oct 20254,921+4.4%
AUM at month end, Sept 2026
₹5,403 Cr
+9.8% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202637.50%+0.09 pt
Jun 202637.42%+0.80 pt
Mar 202636.62%+1.95 pt
Dec 202534.67%+2.63 pt
Direct plans' share of AUM, Sept 2026
37.50%
+2.84 pt since Dec 2025
Fig. 2.Kotak Contra Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.72%−4.82%––−4.60%
3 months *
−5.08%−5.37%––−3.80%
6 months *
+0.11%−0.51%––+0.11%
1 year
−4.35%−5.54%−5.06%+0.71 pt−5.13%
3 years
+13.90%+12.44%+9.52%+4.39 pt+13.12%
5 years
+12.61%+11.12%+8.39%+4.22 pt+12.61%
10 years
+15.62%+14.04%+12.45%+3.17 pt+14.97%
Since launch
+15.55%+13.41%+12.83%+2.72 pt+15.55%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.