Best Contra Mutual Funds December 2024

  • A review of the different performance parameters of the fund is as follows:
    1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated six return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. …
    2. A review of the different performance parameters of the fund is as follows:
      1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated six return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. …
      2. A review of the different performance parameters of the fund is as follows:
        1. Returns: It captures the increment in the investment's value during the investment period, articulated as either a percentage or a monetary denomination. We carefully examined six return parameters of this fund to gauge its performance. The return parameters have been divided into three performance groups: the top 25%, parameters below the top 25% but exceeding the average, and parameters below the average mark. Please …

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
18.71% 17.25% 19.71% 14.32% 14.66% 20.07% 18.63% 21.16% 15.70% 16.18% 13.37% -11.43% -16.84% 5.64% 0.95 0.48 0.91
11.90% 21.21% 27.50% 16.43% 14.63% 12.96% 22.30% 28.52% 17.33% 15.46% 12.76% -6.78% -13.04% 8.82% 0.90 0.62 1.13
11.27% 18.02% 19.38% 15.56% 13.91% 12.76% 19.63% 21.01% 17.12% 15.56% 13.44% -10.14% -15.45% 9.18% 0.86 0.52 0.95

Return Calculated On: 29 January 2025

Ratios Calculated On: 31 December 2024

As On: 29 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Invesco India Contra Fund
1.91
-0.57
-7.09
-7.39
-5.85
18.71
17.25
19.71
14.32
14.66
15.40
Kotak India Eq Contra Fund
1.91
-0.65
-5.91
-7.75
-9.73
11.27
18.02
19.38
15.56
13.91
14.03
Sbi Contra Fund
0.89
-3.54
-5.46
-7.89
11.90
21.21
27.50
16.43
14.63
13.60
Nifty 500 Total Return Index
1.54
-0.70
-4.91
-6.67
-8.83
8.83
13.65
17.46
12.89
12.58
12.73

As On: 29 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Invesco India Contra Fund
1.90
-0.56
-7.01
-7.14
-5.32
20.07
18.63
21.16
15.70
16.18
Kotak India Eq Contra Fund
1.92
-0.62
-5.81
-7.45
-9.13
12.76
19.63
21.01
17.12
15.56
Sbi Contra Fund
0.90
-3.47
-5.24
-7.45
12.96
22.30
28.52
17.33
15.46
Nifty 500 Total Return Index
1.54
-0.70
-4.91
-6.67
-8.83
8.83
13.65
17.46
12.89
12.58
12.73

As On: 29 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Invesco India Contra Fund
1.83
21.48
21.58
19.15
16.92
17.07
Kotak India Eq Contra Fund
-5.07
20.56
21.88
19.42
16.98
15.76
Sbi Contra Fund
-2.36
21.80
27.73
24.28
19.31
16.69

As On: 29 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Invesco India Contra Fund
3.03
22.90
23.05
20.55
18.33
Kotak India Eq Contra Fund
-3.75
22.24
23.58
21.03
18.55
Sbi Contra Fund
-1.41
22.97
28.88
25.27
20.17

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 14,245.20 12,118.79 58,032.00 49,312.22 147,528.00 102,626.58 214,368.00 166,354.86 471,144.00 291,843.96 1,543,878.00 739,155.06
Kotak India Eq Contra Fund 13,352.40 11,667.18 59,173.20 48,688.27 145,488.00 103,378.26 231,134.40 167,956.74 441,228.00 292,882.32 1,290,258.00 659,356.38
Sbi Contra Fund 13,428.00 11,845.90 64,108.80 49,535.39 202,200.00 118,970.52 243,675.60 199,595.42 470,160.00 332,080.32 1,219,536.00 715,058.10

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 14,408.40 12,196.33 60,098.40 50,294.16 156,684.00 106,346.16 233,108.40 174,824.08 537,516.00 314,996.40
Kotak India Eq Contra Fund 13,531.20 11,754.25 61,635.60 49,837.00 155,676.00 107,709.30 253,974.00 177,830.52 509,844.00 318,804.60
Sbi Contra Fund 13,555.20 11,908.20 65,847.60 50,343.70 210,420.00 122,260.98 257,107.20 206,694.68 505,440.00 347,816.28