Jama - Kotak India EQ Contra Fund


Kotak India EQ Contra Fund


NAV : 102.997
(-0.4509999999999934
arrow_downward
)
AUM : ₹813 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.9%5.68%18.69%11.55%23.16%20.4%15.34%



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme following contrarian investment strategy
NAV102.997
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio83.0%
Exit Load : Nil. (applicable for all plans), (w.e.f December 01, 2014)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,943₹1,08,563₹381
After 1 year₹1,11,555₹1,10,008₹1,546
After 3 years₹1,74,512₹1,67,552₹6,961
After 20 years₹40,94,268₹31,21,226₹9,73,041

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 20.4% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments. However, there is no assurance that the objective of the scheme will be realized.
Fund Manager:
Shibani Kurian