| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |
2.34% | 23.16% | 30.46% | 17.29% | 14.31% | 3.31% | 24.27% | 31.52% | 18.20% | 15.14% | 13.17% | -15.33% | -13.53% | 10.05% | 0.88 | 0.55 | 1.04 | ||
| |
8.46% | 20.06% | 21.39% | 14.97% | 14.06% | 9.68% | 21.46% | 22.87% | 16.34% | 15.56% | 14.58% | -17.88% | -18.99% | 4.56% | 0.98 | 0.33 | 0.66 | ||
| |
1.59% | 20.75% | 21.65% | 15.97% | 13.53% | 2.94% | 22.40% | 23.31% | 17.54% | 15.18% | 14.63% | -18.47% | -17.81% | 4.96% | 0.99 | 0.36 | 0.69 |
Return Calculated On: 07 March 2025 | Ratios Calculated On: 28 February 2025
As On: 07 March 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-0.23
|
2.99
|
-6.50
|
-13.89
|
-12.37
|
8.46
|
20.06
|
21.39
|
14.97
|
14.06
|
14.86
|
| Kotak India Eq Contra Fund |
-0.12
|
2.88
|
-5.54
|
-13.32
|
-14.05
|
1.59
|
20.75
|
21.65
|
15.97
|
13.53
|
13.44
|
| Sbi Contra Fund |
0.04
|
1.97
|
-4.91
|
-10.41
|
-11.49
|
2.34
|
23.16
|
30.46
|
17.29
|
14.31
|
13.12
|
As On: 07 March 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-0.22
|
3.01
|
-6.43
|
-13.66
|
-11.90
|
9.68
|
21.46
|
22.87
|
16.34
|
15.56
|
|
| Kotak India Eq Contra Fund |
-0.11
|
2.90
|
-5.45
|
-13.05
|
-13.49
|
2.94
|
22.40
|
23.31
|
17.54
|
15.18
|
|
| Sbi Contra Fund |
0.04
|
1.99
|
-4.84
|
-10.22
|
-11.09
|
3.31
|
24.27
|
31.52
|
18.20
|
15.14
|
|
As On: 07 March 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-9.67
|
16.98
|
18.67
|
17.03
|
16.13
|
16.31
|
| Kotak India Eq Contra Fund |
-14.33
|
16.22
|
19.05
|
17.30
|
16.24
|
15.05
|
| Sbi Contra Fund |
-11.19
|
17.37
|
24.61
|
22.29
|
18.61
|
16.05
|
As On: 07 March 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-8.60
|
18.38
|
20.13
|
18.41
|
17.57
|
|
| Kotak India Eq Contra Fund |
-13.14
|
17.86
|
20.74
|
18.89
|
17.83
|
|
| Sbi Contra Fund |
-10.33
|
18.52
|
25.75
|
23.28
|
19.48
|
|
Performance Indicators
Calculated On: 28 February 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Invesco India Contra Fund | -18.99 | -17.88 | -7.88 | 14.58 | 10.61 |
| Kotak India Eq Contra Fund | -17.81 | -18.47 | -6.27 | 14.63 | 10.36 |
| Sbi Contra Fund | -13.53 | -15.33 | -4.79 | 13.17 | 9.35 |
Calculated On: 28 February 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 |
0.66
|
0.33
|
0.61
|
0.40
|
4.56
|
0.98 |
0.94
|
0.10
|
1.39
|
4.2700
|
| Kotak India Eq Contra Fund |
0.69
|
0.36
|
0.62
|
0.40
|
4.96
|
0.99 |
0.96
|
0.10
|
1.43
|
4.8400
|
| Sbi Contra Fund |
1.04
|
0.55
|
0.84
|
0.38
|
10.05
|
0.88 |
0.94
|
0.16
|
1.81
|
8.6000
|