Kotak Contra Fund - Regular Plan - Growth
The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments.The Scheme will invest in stocks of companies, which are fundamentally sound but are undervalued.Undervalued stocks are stocks of those companies whose true long term potential is not yet recognised by the market. At times, the broad market takes time to appreciate the long-term potential of some fundamentally sound companies. Stocks of such companies are traded at prices below their intrinsic value and are regarded as undervalued stocks.We believe that, over a period of time, the price of a stock reflects the intrinsic value of the underlying company. Thus, the moving up of the price of the undervalued stock towards its intrinsic value will help us generate capital appreciation for investors.There is no assurance that the investment objective of the Scheme will be achieved.
Returns vs benchmark & category
Since inception: +13.79% CAGR vs benchmark +12.11%.
Where the money is invested
Top holdings
Sector allocation
What if you'd SIP'd here?
@ 13.8% p.a.Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
How this fund manages risk
Other Equity: Contra funds
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