68
ContraBuy
Kotak Contra
Kotak · Direct–Growth · rank #1 of 5 by Smart Score
Data updated
Trailing returns
1 Year
-0.1%
+2.0% vs index
3 Years
14.9%
+5.1% vs index
5 Years
14.2%
+4.7% vs index
Since launch
16.0%
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
-2.7%+1.0% vs index
Why this score
Kotak Contra scores 68/100 — the top-rated Contra fund of 5 (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 return14.89% · 83rd percentile in category
Sharpe ratio0.77 · 83rd percentile in category
Sortino ratio0.78 · 83rd percentile in category
Alpha3.89 · 83rd percentile in category
1Y return-0.13% · 83rd percentile in category
5Y return14.21% · 50th percentile in category
Top holdings
1.ICICI Bank Ltd6.16%
2.HDFC Bank Ltd3.92%
3.State Bank of India3.37%
4.Shriram Transport Finance Company Ltd2.89%
5.Reliance Industries Ltd2.74%
61 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.