Jama - Kotak India EQ Contra Fund


Kotak India EQ Contra Fund


NAV : 117.691
(-0.09799999999999898
arrow_downward
)
AUM : ₹14 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.29%9.36%21.87%21.09%12.79%27.54%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme following contrarian investment strategy
NAV117.691
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio70.0%
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₹1,10,394₹1,10,023₹370
After 1 year₹1,21,085₹1,19,430₹1,655
After 3 years₹2,07,484₹1,99,145₹8,339
After 20 years₹1,29,78,577₹98,73,220₹31,05,356

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 : 27.54% 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