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Kotak Contra Fund - Direct Plan - Growth

Kotak Mahindra Mutual Fund · Equity · mandate: contrarian strategy, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
5,086 cr
TER direct / regular
0.77% / 2.00%
Active return /yr (full)
4.0%
Score
68
Rank (Score, pool)
#10 of 245
Percentile (full, pool)
81
IR vs benchmark
1.10
CAGR (absolute)
17.5%
Max drawdown
-29.3%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-11225Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2013201420152016201720182019202020212022202320242025202691438785Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20132014201520162017201820192020202120222023202420252026-29-150Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22-1.4%-0.7%-0.30293.8%21.6%20.2%12
FY237.3%4.4%2.58902.7%-1.6%5.7%12
FY2410.3%8.9%2.11863.5%40.1%50.4%12
FY252.8%0.2%0.96622.8%5.9%8.7%12
FY263.7%3.0%1.44862.6%-3.1%0.6%12
FY27*-0.7%-2.5%-0.47333.6%15.1%14.4%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-0.7-0.3+0.0-0.9
2020+1.7+0.9-1.7-0.3+0.2+0.2+0.9-2.0+1.5-0.5-0.6-0.4-0.1
2021+1.5+2.0-0.1-1.1-0.6+1.1+0.9-1.6-0.5+0.5-1.6+0.7+1.1
2022+1.8-0.5-0.2-0.1+0.3+0.8-0.2-0.7+1.0+1.1+0.2+1.2+4.8
2023+2.2+1.1+0.2-1.2-0.2+0.7+0.1+0.3+1.0+0.7+2.7+0.5+8.2
2024+2.2+0.6+0.1+1.5+1.2+0.4+0.3+0.4-0.8+0.9+0.6-0.4+7.1
2025-1.4+0.0+0.1-0.9+0.6+0.4+1.1+0.6+0.7-1.0+0.2+0.9+1.2
2026+0.9+1.0-0.7-1.7-0.0+1.1-0.3+0.3+0.5
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-3.3+0.1+3.1+0.5-4.0-1.9-1.3+3.6+7.3-0.4+2.9+6.1
2014-0.5+1.8+6.1+1.1+8.6+6.4-1.0+3.2+0.5+6.5+4.4-1.9+40.4
2015+6.0+0.7-2.6-2.8+2.5-0.7+3.4-7.0+0.8+0.8-3.1+0.8-1.7
2016-4.4-6.9+9.6+2.0+4.0+2.6+5.5+2.8-1.3+1.0-4.3-1.1+8.8
2017+5.3+3.9+3.4+2.6+2.4-1.0+7.2+1.7-1.6+5.7+0.1+3.2+37.7
2018+2.0-3.2-1.7+7.0-0.5-0.6+5.3+3.0-6.9-4.5+4.5+0.3+3.8
2019-1.0-0.0+6.7+1.1+1.2-1.0-5.2+0.3+4.6+3.1+1.0+0.6+11.6
2020+1.5-5.4-25.3+13.8-2.1+8.4+7.6+1.6+1.2+2.2+11.2+7.0+16.7
2021-0.4+9.8+0.9-0.8+6.4+3.1+2.5+4.9+2.9+0.8-4.5+3.0+31.9
2022+1.3-4.5+3.9-0.8-4.0-4.3+9.5+3.9-2.2+5.1+3.6-1.9+8.9
2023-1.2-1.6+0.4+3.4+3.5+5.0+4.1-0.3+3.1-2.1+9.8+8.4+36.9
2024+4.1+2.2+0.9+5.0+1.9+7.4+4.6+1.4+1.4-5.5+0.6-1.8+23.7
2025-4.9-7.7+7.4+2.3+4.3+4.1-1.8-1.2+1.9+3.3+1.2+0.6+8.8
2026-2.4+1.4-12.0+8.8-0.1+2.8+1.8+0.6-0.3

Quarterly average AUM & estimated net flows

20132014201520162017201820192020202120222023202420252026382,5625,086AUM (quarter avg), ₹cr
-493745
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.