| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |
3.90 | 21.12 | 22.14 | 19.15 | 18.39 | 13.25 | -18.47 | -17.81 | 4.40 | 0.98 | 0.54 | 1.07 | ||
| |
2.77 | 19.91 | 26.36 | 22.03 | 17.47 | 12.17 | -15.33 | -13.08 | 4.58 | 0.92 | 0.57 | 1.10 | ||
| |
1.86 | 19.93 | 20.71 | 18.38 | 17.90 | 13.47 | -17.88 | -18.99 | 3.05 | 0.98 | 0.46 | 0.96 |
Return Calculated On: 04 December 2025 | Ratios Calculated On: 31 October 2025
1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds
Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.
Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
For more details, visit AMFI India.
The 5 star rating shows an excellent past performance of the Kotak India Eq Contra Fund in Contra Fund. The Kotak India Eq Contra Fund has a Jensen Alpha of 4.4% which is higher than the category average of 4.01%. Here the Kotak India Eq Contra Fund has shown good performance in terms of risk adjusted returns. The Kotak India Eq Contra Fund has a Sharpe Ratio of 1.07 which is higher than the category average of 1.04. Here the Kotak India Eq Contra Fund has shown good performance in terms of risk adjusted returns. Read Full Review
The 4 star rating shows a very good past performance of the Sbi Contra Fund in Contra Fund. The Sbi Contra Fund has a Jensen Alpha of 4.58% which is higher than the category average of 4.01%. Here the Sbi Contra Fund has shown very good performance in terms of risk adjusted returns. The Sbi Contra Fund has a Sharpe Ratio of 1.1 which is higher than the category average of 1.04. Here the Sbi Contra Fund has shown very good performance in terms of risk adjusted returns. Read Full Review
The Invesco India Contra Fund has shown a very good past performence in Contra Fund. The Invesco India Contra Fund has a Jensen Alpha of 3.05% which is lower than the category average of 4.01%, showing poor performance. The Invesco India Contra Fund has a Sharpe Ratio of 0.96 which is lower than the category average of 1.04, showing poor performance. Read Full Review
Performance Indicators
As On: 04 December 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-0.22
|
-0.68
|
0.36
|
2.75
|
4.45
|
0.75
|
18.58
|
19.29
|
17.00
|
16.38
|
15.02
|
| Kotak India Eq Contra Fund |
-0.45
|
-0.81
|
0.25
|
4.00
|
5.68
|
2.57
|
19.52
|
20.51
|
17.54
|
16.73
|
13.59
|
| Sbi Contra Fund |
-0.29
|
-0.72
|
0.84
|
4.26
|
4.53
|
1.91
|
18.82
|
25.31
|
21.10
|
16.61
|
13.34
|
| Nifty 500 Total Return Index |
-0.34
|
-0.86
|
0.33
|
4.18
|
4.72
|
3.82
|
15.22
|
17.88
|
15.87
|
14.96
|
12.38
|
As On: 04 December 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-0.21
|
-0.66
|
0.44
|
3.04
|
5.03
|
1.86
|
19.93
|
20.71
|
18.38
|
17.90
|
|
| Kotak India Eq Contra Fund |
-0.45
|
-0.79
|
0.35
|
4.34
|
6.36
|
3.90
|
21.12
|
22.14
|
19.15
|
18.39
|
|
| Sbi Contra Fund |
-0.29
|
-0.71
|
0.90
|
4.46
|
4.95
|
2.77
|
19.91
|
26.36
|
22.03
|
17.47
|
|
| Nifty 500 Total Return Index |
-0.34
|
-0.86
|
0.33
|
4.18
|
4.72
|
3.82
|
15.22
|
17.88
|
15.87
|
14.96
|
12.38
|
As On: 04 December 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
10.06
|
17.57
|
16.85
|
18.57
|
17.08
|
17.15
|
| Kotak India Eq Contra Fund |
13.34
|
17.35
|
17.51
|
19.17
|
17.60
|
16.20
|
| Sbi Contra Fund |
10.70
|
15.40
|
18.52
|
22.91
|
19.36
|
16.74
|
As On: 04 December 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
11.27
|
18.93
|
18.21
|
19.98
|
18.50
|
|
| Kotak India Eq Contra Fund |
14.80
|
18.94
|
19.09
|
20.79
|
19.19
|
|
| Sbi Contra Fund |
11.61
|
16.46
|
19.59
|
23.96
|
20.27
|
|
Calculated On: 31 October 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Invesco India Contra Fund | -18.99 | -17.88 | -9.66 | 13.47 | 10.08 |
| Kotak India Eq Contra Fund | -17.81 | -18.47 | -6.52 | 13.25 | 9.59 |
| Sbi Contra Fund | -13.08 | -15.33 | -5.49 | 12.17 | 8.72 |
Calculated On: 31 October 2025
| 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 |
0.96
|
0.46
|
0.69
|
0.39
|
3.05
|
0.98 |
0.92
|
0.13
|
1.53
|
3.2500
|
| Kotak India Eq Contra Fund |
1.07
|
0.54
|
0.72
|
0.42
|
4.40
|
0.98 |
0.94
|
0.14
|
1.64
|
4.2900
|
| Sbi Contra Fund |
1.10
|
0.57
|
0.78
|
0.39
|
4.58
|
0.92 |
0.94
|
0.15
|
1.67
|
5.6500
|