Jama - Kotak India EQ Contra Fund


Kotak India EQ Contra Fund


NAV : 103.561
(+0.5830000000000126
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)
AUM : ₹813 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.34%7.45%16.75%13.84%24.71%19.99%15.76%



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme following contrarian investment strategy
NAV103.561
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₹1,08,052₹1,07,675₹377
After 1 year₹1,13,840₹1,12,264₹1,576
After 3 years₹1,72,746₹1,65,864₹6,883
After 20 years₹38,25,845₹29,17,488₹9,08,357

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 : 19.99% 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