The average 1 year return of Contra Mutual Funds is 45.27 % for regular funds and 46.94 % for direct funds. The average 3 year return is 20.91 % for regular funds and 22.29 % for direct funds. The average 1 year SIP return is 28.28 % for regular funds and 29.79 % for direct funds. The average 3 year SIP return is 29.47 % for regular funds and 30.93 % for direct funds. The average Sharpe Ratio is 1.33 and the average Standard Deviation is 12.57%.
Find the best Contra Mutual Funds for September 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sbi Contra Fund | |
39.86% | 24.18% | 30.32% | 18.69% | 17.09% | 41.20% | 25.28% | 31.34% | 19.58% | 17.93% | 11.72% | -6.08% | -10.38% | 11.36% | 0.86 | 0.99 | 1.65 | |
| Kotak India Eq Contra Fund | |
46.18% | 19.66% | 22.46% | 17.60% | 16.15% | 48.13% | 21.30% | 24.13% | 19.20% | 17.82% | 13.05% | -10.60% | -15.43% | 8.13% | 0.87 | 0.67 | 1.20 | |
| Invesco India Contra Fund | |
49.76% | 18.88% | 23.09% | 17.31% | 17.20% | 51.49% | 20.29% | 24.58% | 18.75% | 18.77% | 12.94% | -11.24% | -13.35% | 4.71% | 0.97 | 0.61 | 1.14 |
Return Calculated On: 25 October 2024
Ratios Calculated On: 30 September 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| 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 | 17,971.20 | 14,242.50 | 60,483.60 | 55,171.55 | 169,524.00 | 115,314.96 | 256,830.00 | 184,138.16 | 586,668.00 | 332,070.72 | 1,739,520.00 | 825,240.42 |
| Kotak India Eq Contra Fund | 17,541.60 | 13,614.96 | 61,682.40 | 54,710.71 | 165,264.00 | 116,032.68 | 261,223.20 | 186,294.70 | 536,064.00 | 331,724.64 | 1,420,164.00 | 734,195.34 |
| Sbi Contra Fund | 16,783.20 | 13,431.59 | 68,940.00 | 55,037.81 | 225,558.00 | 133,710.18 | 278,686.80 | 217,207.37 | 581,376.00 | 369,340.80 | 1,313,046.00 | 780,124.32 |
| 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 | 18,178.80 | 14,336.52 | 62,665.20 | 56,259.65 | 180,024.00 | 119,488.20 | 279,678.00 | 193,460.74 | 670,476.00 | 358,931.28 | ||
| Kotak India Eq Contra Fund | 17,775.60 | 13,720.12 | 64,256.40 | 55,988.03 | 176,832.00 | 120,852.18 | 287,204.40 | 197,146.32 | 618,624.00 | 361,406.76 | ||
| Sbi Contra Fund | 16,944.00 | 13,505.11 | 70,786.80 | 55,918.76 | 234,534.00 | 137,317.56 | 293,764.80 | 224,699.16 | 624,384.00 | 386,633.52 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Invesco India Contra Fund |
-13.35 | -11.24 | -6.08 | 12.94 | 9.20 |
| Kotak India Eq Contra Fund |
-15.43 | -10.60 | -4.11 | 13.05 | 9.08 |
| Sbi Contra Fund |
-10.38 | -6.08 | -2.71 | 11.72 | 8.18 |
| 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 |
1.14
|
0.61
|
1.07
|
0.39
|
4.71
|
0.97 |
0.93
|
0.15
|
1.78
|
4.0986
|
| Kotak India Eq Contra Fund |
1.20
|
0.67
|
1.15
|
0.37
|
8.13
|
0.87 |
0.70
|
0.18
|
1.80
|
5.9372
|
| Sbi Contra Fund |
1.65
|
0.99
|
1.71
|
0.39
|
11.36
|
0.86 |
0.90
|
0.22
|
2.25
|
8.8788
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-1.11%
|
-3.65%
|
-6.80%
|
2.59%
|
16.78%
|
49.76%
|
18.88%
|
23.09%
|
17.31%
|
17.20%
|
16.33%
|
| Kotak India Eq Contra Fund |
-1.23%
|
-4.17%
|
-7.22%
|
-1.88%
|
10.81%
|
46.18%
|
19.66%
|
22.46%
|
17.60%
|
16.15%
|
14.76%
|
| Sbi Contra Fund |
-1.27%
|
-3.67%
|
-5.97%
|
-1.68%
|
8.08%
|
39.86%
|
24.18%
|
30.32%
|
18.69%
|
17.09%
|
14.17%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-1.11%
|
-3.62%
|
-6.72%
|
2.88%
|
17.44%
|
51.49%
|
20.29%
|
24.58%
|
18.75%
|
18.77%
|
%
|
| Kotak India Eq Contra Fund |
-1.22%
|
-4.14%
|
-7.12%
|
-1.55%
|
11.55%
|
48.13%
|
21.30%
|
24.13%
|
19.20%
|
17.82%
|
%
|
| Sbi Contra Fund |
-1.27%
|
-3.66%
|
-5.90%
|
-1.44%
|
8.59%
|
41.20%
|
25.28%
|
31.34%
|
19.58%
|
17.93%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
36.27%
|
29.74%
|
26.44%
|
22.02%
|
19.32%
|
18.33%
|
| Kotak India Eq Contra Fund |
25.79%
|
29.11%
|
26.70%
|
22.35%
|
19.30%
|
16.99%
|
| Sbi Contra Fund |
22.77%
|
29.56%
|
32.69%
|
26.68%
|
21.29%
|
17.69%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
37.86%
|
31.21%
|
27.93%
|
23.41%
|
20.76%
|
%
|
| Kotak India Eq Contra Fund |
27.53%
|
30.84%
|
28.41%
|
23.94%
|
20.88%
|
%
|
| Sbi Contra Fund |
23.98%
|
30.75%
|
33.83%
|
27.65%
|
22.13%
|
%
|