Equity Schemes India | Open Ended Equity Scheme | Equity Mutual Funds In India

Kotak Contra
(Open Ended Equity Scheme)

Kotak Contra is a diversified equity scheme that invests in fundamentally strong companies, which are currently undervalued due to temporary / non-recurring reasons, thus following the contrarain style of investing. The preference is for bargain hunting rather than the momentum approach to stock picking. The investment strategy is to have 65%-100% in equity and equity related securities, 0-35% in debt & money market securities.

July 27, 2005

Rs. 59.67 Crores

Emmanuel Elango , Anurag Jain

Performance as on 30/11/2008

Portfolio as on 30/11/2008

Allocation Pattern

Dividends in the scheme

Latest NAV

Latest AUM

Presentation

One Pager

Offer Document

Application Form

Notices & Addendum

The impact of the worldwide financial crisis is being felt in the Indian economy. Among the larger Asian economies, India has the lowest degree of linkages with the global economy. Once the temporary turmoil subsides Indian economy will be among the first to recover. Commodity prices are now in a downswing and interest rates appear to have peaked. Hence two of the biggest risks to the Indian economy are on the wane. Further central banks worldwide are acting in concert to restore confidence. We expect these efforts to bear fruit in the medium to longer term. We believe that the longer-term growth of Indian economy is still largely intact. We believe the current turmoil is providing a lot of investment opportunities for the Kotak Contra fund and expect to outperform over the medium to longer term.

Click here for Scheme Features

• Investment Objective
To generate capital appreciation from a diversified portfolio of equity & equity related instruments.
• Investment Pattern	• Benchmark Index
Equity & equity related securities : 65% - 100% Debt & Money Market instruments : 0% - 35%	S & P CNX 500
• Investment Horizon	• Estimated Recurring Expenses
1 - 3 years .	2.00%.
• Investment Options	• Dividend Frenquency
Growth, Dividend Payout, Dividend Re-Investment.	At the Discretion of Trustees
• Minimum Investment	• Cheques / DD to be drawn in favour of
Initial : Rs. 5000/- Additional : Rs.1000/- Systematic : Rs.1000/-	Kotak Contra
• Minimum Redemption Size	• Payout Schedule
Rs. 1000/- or 100 units	Transaction day + 3 working days
• Cut off for Transactions
3 PM
• Entry Load	• Exit Load
No entry load shall be charged on: i) For "all direct" applications received by AMC i.e. applications received through internet facility offered (www.kotakmutual.com), on application forms that are not routed through any distributor/agent/broker and submitted to AMC office or collection centre / investment service centre. ii) On additional purchases done directly by the investor under the same folio and switch-in to the scheme from other scheme if such transaction is done directly by the investor: iii) Where the purchase amount/switch in amount is equal to or more than Rs. 5 crores iv) Where the switch in is from an Equity/Balanced/Equity FOF Scheme to an Equity/Balanced/Equity FOF Scheme v) Where switch in is from a close ended scheme (excluding Fixed Maturity Plans and Interval Plans) during the pre-defined liquidity window of the scheme as defined in the respective offer documents or on maturity to an Equity/ Balanced/Equity FOF Schemes: vi) Where the switch in is from any other scheme apart from point iv and v above to an Equity/Balanced/Equity FOF Scheme for investments equal to or more than Rs. 5 crores vii) Where investments is made by Fund of Funds as defined under SEBI Regulations viii) Where units are allotted upon reinvestment of Dividends. Cases not covered above:2.25%.	For exit within 1 year from the date allotment of units for investments of less than Rs. 5 crores: 1% For exit on or after 1 year from the date allotment of units for investments of less than Rs. 5 crores: Nil Where investments is made by Fund of Funds as defined under SEBI Regulations: Nil Where units are allotted upon reinvestment of Dividends: Nil Cases not covered above: Nil

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