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Ranked On: 28 March 2024
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 | - | |
49.62% | 32.12% | 25.66% | 19.26% | 18.73% | 51.05% | 33.24% | 26.59% | 20.13% | 19.56% | 12.25% | -6.08% | -10.38% | 13.43% | 0.84 | 1.02 | 1.66 |
Kotak India Eq Contra Fu… | - | |
49.78% | 24.55% | 19.99% | 17.98% | 17.11% | 51.79% | 26.27% | 21.65% | 19.62% | 18.77% | 13.06% | -10.60% | -15.43% | 7.90% | 0.84 | 0.56 | 1.03 |
Invesco India Contra Fund | - | |
46.13% | 22.33% | 18.88% | 16.55% | 18.91% | 47.83% | 23.82% | 20.31% | 18.03% | 20.52% | 12.76% | -11.24% | -13.35% | 1.82% | 0.93 | 0.46 | 0.86 |
Return Calculated On: 25 April 2024
Ratios Calculated On: 28 March 2024
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 | 17535.6 | 14869.42 | 65901.6 | 51656.58 | 142476.0 | 107976.84 | 245464.8 | 169420.94 | 678000.0 | 307473.6 | 2497824.0 | 763004.34 |
Kotak India Eq Contra Fund | 17973.6 | 15166.28 | 69559.2 | 54394.06 | 149268.0 | 114460.98 | 267237.6 | 181031.84 | 582312.0 | 320090.64 | 1929258.0 | 708300.18 |
SBI Contra Fund | 17954.4 | 15084.77 | 83034.0 | 57485.95 | 187980.0 | 138254.34 | 288162.0 | 215299.39 | 668124.0 | 365698.92 | 1847718.0 | 764019.9 |
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 | 17739.6 | 14968.08 | 68338.8 | 52664.72 | 151236.0 | 111849.72 | 268077.6 | 177993.73 | 776112.0 | 332793.72 | ||
Kotak India Eq Contra Fund | 18214.8 | 15283.61 | 72475.2 | 55636.02 | 159876.0 | 119131.02 | 294361.2 | 191454.98 | 670524.0 | 348645.84 | ||
SBI Contra Fund | 18126.0 | 15167.53 | 85158.0 | 58359.78 | 195066.0 | 141736.2 | 303248.4 | 222270.22 | 716124.0 | 382102.92 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Invesco India Contra Fund |
-13.35 | -11.24 | -5.15 | 12.76 | 8.91 |
Kotak India Eq Contra Fund |
-15.43 | -10.60 | -3.78 | 13.06 | 9.12 |
Sbi Contra Fund |
-10.38 | -6.08 | -2.75 | 12.25 | 8.42 |
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 |
0.86
|
0.46
|
0.91
|
0.39
|
1.82
|
0.93 |
0.93
|
0.12
|
1.58
|
0.5105
|
Kotak India Eq Contra Fund |
1.03
|
0.56
|
1.06
|
0.37
|
7.90
|
0.84 |
0.73
|
0.16
|
1.75
|
5.3634
|
Sbi Contra Fund |
1.66
|
1.02
|
1.82
|
0.40
|
13.43
|
0.84 |
0.82
|
0.24
|
2.35
|
10.4534
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco India Contra Fund |
1.08%
|
3.10%
|
5.97%
|
8.46%
|
29.60%
|
46.13%
|
22.33%
|
18.88%
|
16.55%
|
18.91%
|
19.17%
|
Kotak India Eq Contra Fund |
0.92%
|
2.14%
|
4.52%
|
7.12%
|
33.50%
|
49.78%
|
24.55%
|
19.99%
|
17.98%
|
17.11%
|
17.13%
|
SBI Contra Fund |
0.45%
|
2.11%
|
5.73%
|
8.73%
|
30.23%
|
49.62%
|
32.12%
|
25.66%
|
19.26%
|
18.73%
|
16.80%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco India Contra Fund |
1.08%
|
3.12%
|
6.06%
|
8.76%
|
30.35%
|
47.83%
|
23.82%
|
20.31%
|
18.03%
|
20.52%
|
%
|
Kotak India Eq Contra Fund |
0.92%
|
2.17%
|
4.63%
|
7.46%
|
34.38%
|
51.79%
|
26.27%
|
21.65%
|
19.62%
|
18.77%
|
%
|
SBI Contra Fund |
0.45%
|
2.13%
|
5.81%
|
8.98%
|
30.85%
|
51.05%
|
33.24%
|
26.59%
|
20.13%
|
19.56%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Invesco India Contra Fund |
46.90%
|
24.89%
|
23.71%
|
19.68%
|
17.90%
|
17.43%
|
Kotak India Eq Contra Fund |
52.04%
|
28.70%
|
26.14%
|
21.54%
|
18.64%
|
16.59%
|
SBI Contra Fund |
50.63%
|
32.85%
|
34.13%
|
26.44%
|
21.11%
|
17.45%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Invesco India Contra Fund |
48.60%
|
26.31%
|
25.17%
|
21.07%
|
19.36%
|
%
|
Kotak India Eq Contra Fund |
54.09%
|
30.39%
|
27.82%
|
23.12%
|
20.22%
|
%
|
SBI Contra Fund |
52.06%
|
34.00%
|
35.19%
|
27.35%
|
21.92%
|
%
|