Best Contra Mutual Funds December 2024

  • A review of the different performance parameters of the fund is as follows:
    1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed six return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll …
    2. A review of the different performance parameters of the fund is as follows:
      1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed six return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll …
      2. A review of the different performance parameters of the fund is as follows:
        1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on six return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
22.76% 16.52% 20.17% 14.78% 15.31% 24.17% 17.90% 21.63% 16.16% 16.84% 13.37% -11.43% -16.84% 5.64% 0.95 0.48 0.91
15.23% 20.18% 27.94% 16.64% 15.25% 16.32% 21.26% 28.96% 17.54% 16.08% 12.76% -6.78% -13.04% 8.82% 0.90 0.62 1.13
15.78% 17.17% 19.81% 16.12% 14.61% 17.33% 18.78% 21.44% 17.69% 16.28% 13.44% -10.14% -15.45% 9.18% 0.86 0.52 0.95

Return Calculated On: 17 January 2025

Ratios Calculated On: 31 December 2024

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29
Invesco India Contra Fund
-0.74
-1.77
-7.71
-7.63
-1.67
22.76
16.52
20.17
14.78
15.31
15.04
Kotak India Eq Contra Fund
-0.56
-1.24
-7.27
-8.03
-7.12
15.78
17.17
19.81
16.12
14.61
13.70
Sbi Contra Fund
-0.10
0.03
-4.60
-6.33
-5.41
15.23
20.18
27.94
16.64
15.25
13.18
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29
Invesco India Contra Fund
-0.74
-1.75
-7.62
-7.37
-1.12
24.17
17.90
21.63
16.16
16.84
Kotak India Eq Contra Fund
-0.55
-1.22
-7.17
-7.72
-6.50
17.33
18.78
21.44
17.69
16.28
Sbi Contra Fund
-0.10
0.05
-4.52
-6.11
-4.96
16.32
21.26
28.96
17.54
16.08
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Invesco India Contra Fund
9.05
23.33
22.56
19.86
17.86
17.48
Kotak India Eq Contra Fund
0.68
22.32
22.77
20.09
17.87
16.15
Sbi Contra Fund
2.08
23.14
28.49
24.81
20.07
16.90

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Invesco India Contra Fund
10.33
24.77
24.03
21.26
19.29
Kotak India Eq Contra Fund
2.07
24.01
24.47
21.70
19.46
Sbi Contra Fund
3.07
24.31
29.64
25.79
20.93

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Invesco India Contra Fund -16.84 -11.43 -5.94 13.37 9.41
Kotak India Eq Contra Fund -15.45 -10.14 -4.50 13.44 9.21
Sbi Contra Fund -13.04 -6.78 -3.45 12.76 8.95

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Invesco India Contra Fund
0.91
0.48
0.92
0.38
5.64
0.95
0.94
0.13
1.61
5.2600
Kotak India Eq Contra Fund
0.95
0.52
1.02
0.38
9.18
0.86
0.77
0.15
1.65
7.5900
Sbi Contra Fund
1.13
0.62
1.32
0.38
8.82
0.90
0.92
0.16
1.84
8.3000

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Invesco India Contra Fund 14,731.20 12,581.15 56,952.00 50,595.44 150,390.00 105,084.42 220,432.80 170,616.43 498,912.00 307,043.52 1,473,174.00 766,164.60
Kotak India Eq Contra Fund 13,893.60 12,044.03 57,909.60 49,895.10 148,128.00 105,632.64 239,097.60 172,004.62 469,380.00 307,220.16 1,235,214.00 682,160.22
Sbi Contra Fund 13,827.60 12,134.60 62,488.80 50,459.69 205,662.00 121,155.24 246,724.80 203,368.45 495,936.00 345,978.48 1,153,422.00 728,457.66

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Invesco India Contra Fund 14,900.40 12,662.24 58,996.80 51,603.01 159,720.00 108,891.90 239,719.20 179,309.68 569,124.00 331,786.08
Kotak India Eq Contra Fund 14,079.60 12,134.33 60,325.20 51,070.68 158,502.00 110,050.38 262,701.60 182,118.38 542,280.00 334,789.92
Sbi Contra Fund 13,958.40 12,198.64 64,184.40 51,280.27 213,996.00 124,494.72 260,299.20 210,583.72 533,064.00 362,500.56