Kotak Contra Fund - Direct Plan - Growth
code 119769 Contra Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-02, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 6.19% | -5.95% | -6.04% | 0.09% | 2026-10-09 → 2026-11-09 |
| 3M | -1.89% | -3.13% | -3.61% | 0.48% | 2026-08-07 → 2026-11-09 |
| 6M | 2.08% | 5.31% | 5.81% | -0.50% | 2026-05-08 → 2026-11-09 |
| 1Y | 1.06% | -0.39% | -1.79% | 1.40% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.33% | 13.80% | 9.55% | 4.25% | 2023-11-09 → 2026-11-09 |
| 5Y | 13.70% | 13.27% | 9.02% | 4.26% | 2021-11-09 → 2026-11-09 |
| 7Y | 17.58% | 17.12% | 14.12% | 2.99% | 2019-11-08 → 2026-11-09 |
| 10Y | 16.75% | 16.09% | 12.86% | 3.23% | 2016-11-09 → 2026-11-09 |
| since inception | 15.95% | 15.68% | 12.95% | 2.73% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 40.42% | -1.74% | 8.78% | 37.75% | 3.82% | 11.63% | 16.71% | 31.94% | 8.88% | 36.86% | 23.74% | 8.82% |
| benchmark | 39.30% | 0.22% | 5.12% | 37.65% | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,130 | 18.86% | 14.74% | -30.78% | 100.97% | 89% | 73% |
| 3 years | 2,642 | 17.62% | 17.47% | -2.92% | 35.87% | 100% | 94% |
| 5 years | 2,149 | 17.36% | 17.02% | 1.11% | 32.59% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 13.68% | 12.59% | 15.63% |
| volatility | 16.16% | 14.82% | 16.76% |
| max drawdown | -18.95% | -18.95% | -37.89% |
| downside deviation | 10.94% | 9.75% | 11.60% |
| Sharpe ratio | 0.51 | 0.49 | 0.63 |
| Sortino ratio | 0.75 | 0.75 | 0.92 |
| Calmar ratio | 0.72 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Contra Fund
Overall - (3y - · 5y - · 10y -) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 3 funds | 5 years of 3 funds | 10 years of 3 funds |
|---|---|---|---|
| return | 50th | 50th | 1st |
| volatility | 50th | 50th | 1st |
| Sharpe | 50th | 50th | 1st |
| Sortino | 50th | 50th | 1st |
| worst fall | 100th | 100th | 50th |
| risk-adjusted return (MRAR) | 50th | 50th | 1st |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.