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Two Contra funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Kotak Contra Fund vs Invesco India Contra Fund, as of 9 Nov 2026: Kotak Contra Fund NAV ₹183.61, 3Y CAGR 15.3%, expense ratio 0.80%; Invesco India Contra Fund NAV ₹163.90, 3Y CAGR 15.9%, expense ratio 0.76%; about 30% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Kotak Contra Fund Direct Growth | Invesco India Contra Fund Direct Growth | |
|---|---|---|
| Category | Contra | Contra |
| Fund house | Kotak Mahindra Mutual Fund | Invesco Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth |
| NAV | ₹183.61 (9 Nov 2026) | ₹163.90 (9 Nov 2026) |
| 1Y return | 1.1% | 2.2% |
| 3Y CAGR | 15.3% | 15.9% |
| 5Y CAGR | 13.7% | 12.6% |
| Since launch (CAGR) | 15.9% | 17.5% |
| Expense ratio | 0.80% | 0.76% |
| AUM | ₹5,255 cr | ₹20,309 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | Nifty 500 TRI | BSE 500 TRI |
| Exit load | Nil | In respect of each purchase/ switch-in of units, an exit load of 1% is payable if units are redeemed/ switchedout on or before 1 year from the date of allotment. In respect of each purchase/switch-in of units, no exit load is payable if units are redeemed/ switched-out after 1 year from the date of allotment. |
| Minimum SIP | ₹100 | ₹100 |
| Holdings | 63 | 71 |
| Top 10 holdings weight | 31.8% | 30.4% |
| Portfolio overlap | About 30% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Kotak Contra Fund has the higher 5-year CAGR (as of 9 Nov 2026): Kotak Contra Fund 13.7% a year vs Invesco India Contra Fund 12.6% a year. Past performance is not indicative of future results.
Invesco India Contra Fund costs less: Kotak Contra Fund charges 0.80% a year and Invesco India Contra Fund 0.76% a year.
Invesco India Contra Fund is larger: Kotak Contra Fund manages ₹5,255 cr and Invesco India Contra Fund ₹20,309 cr (as of 9 Nov 2026).
About 30% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer