Advertisement

Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl INF174K01LA0

NAV / 1-Day Return
Total Assets
39.9 Bil
Inception Date
Jan 01, 2013
Expense Ratio
0.560%
Fee Level
Load
Multiple
Category
India Fund Contra
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Open
TTM Yield
0.00%
Turnover
31%

Risk

Portfolio Risk Score

0
100
Risk Score
Risk Level
0–23 Conservative
24–47 Moderate
48–78 Aggressive
79–99 Very Aggressive
100+ Extreme

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Risk & Volatility Measures

Capture Ratios Investment Category Index
Alpha 6.53 6.25 8.13
Beta 0.96 0.93 0.46
R 2 94.95 93.32 23.36
Sharpe Ratio 1.15 1.13 0.60
Standard Deviation 13.41 13.13 13.87

Risk/Return Analysis

Market Volatility Measures

© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top