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Factsheet as on May 31, 2025 |
To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
1 Year | 2 Years | 3 Years | 5 Years | |
Scheme (%) | 12.69 | 26.82 | 22.11 | 25.90 |
BSE 200 (%) | 7.72 | 18.73 | 16.12 | 22.67 |
Company Name | % of Assets |
HDFC Bank Ltd. | 8.2 |
ICICI Bank Ltd. | 7.8 |
Infosys Ltd. | 5.5 |
Mahindra & Mahindra Ltd. | 3.5 |
Axis Bank Ltd. | 3.4 |
Larsen & Toubro Ltd. | 3.1 |
Eternal Ltd. | 3.0 |
Apollo Hospitals Enterprise Ltd. | 2.7 |
NTPC Ltd. | 2.3 |
Coforge Ltd. | 2.2 |
Standard Deviation | 14.61 |
Information Ratio | 0.34 |
Beta | 0.98 |
Sharpe Ratio | 0.28 |
Kotak Mahindra Bank Limited, AMFI Registered Mutual Fund Distributor, ARN 1390
Kotak Mahindra Bank Limited, AMFI Registered Mutual Fund Distributor, ARN 1390