The average 1 year return of Contra Mutual Funds is 25.11 % for regular funds and 26.55 % for direct funds. The average 3 year return is 22.18 % for regular funds and 23.58 % for direct funds. The average 1 year SIP return is 14.02 % for regular funds and 15.35 % for direct funds. The average 3 year SIP return is 27.22 % for regular funds and 28.68 % for direct funds. The average Sharpe Ratio is 1.15 and the average Standard Deviation is 13.0%.
Find the best Contra Mutual Funds for November 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak India Eq Contra Fund | |
23.75% | 21.84% | 21.55% | 17.03% | 15.54% | 25.40% | 23.51% | 23.20% | 18.62% | 17.21% | 13.23% | -10.08% | -15.45% | 8.74% | 0.85 | 0.61 | 1.11 | |
| Sbi Contra Fund | |
20.11% | 23.56% | 29.38% | 17.41% | 16.07% | 21.25% | 24.66% | 30.41% | 18.31% | 16.91% | 12.51% | -6.08% | -13.04% | 9.60% | 0.89 | 0.72 | 1.32 | |
| Invesco India Contra Fund | |
31.48% | 21.13% | 22.37% | 16.04% | 16.45% | 32.99% | 22.57% | 23.85% | 17.44% | 18.01% | 13.27% | -10.60% | -16.84% | 5.17% | 0.95 | 0.53 | 1.00 |
Return Calculated On: 27 December 2024
Ratios Calculated On: 29 November 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 | 15,777.60 | 13,431.61 | 63,990.00 | 54,323.53 | 164,610.00 | 112,801.14 | 237,921.60 | 179,104.46 | 550,464.00 | 325,223.88 | 1,645,776.00 | 814,448.70 |
| Kotak India Eq Contra Fund | 14,850.00 | 12,698.88 | 65,120.40 | 53,036.53 | 159,162.00 | 112,124.76 | 252,579.60 | 178,741.84 | 508,560.00 | 321,485.76 | 1,332,468.00 | 716,576.22 |
| Sbi Contra Fund | 14,413.20 | 12,536.63 | 67,910.40 | 52,660.15 | 217,554.00 | 126,623.94 | 258,426.00 | 206,468.89 | 532,668.00 | 354,224.64 | 1,225,800.00 | 748,821.42 |
| 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 | 15,958.80 | 13,518.46 | 66,290.40 | 55,404.90 | 174,810.00 | 116,886.36 | 258,812.40 | 188,165.71 | 628,392.00 | 351,506.64 | ||
| Kotak India Eq Contra Fund | 15,048.00 | 12,794.53 | 67,834.80 | 54,286.38 | 170,298.00 | 116,803.74 | 277,578.00 | 189,174.80 | 587,328.00 | 350,360.64 | ||
| Sbi Contra Fund | 14,550.00 | 12,603.24 | 69,746.40 | 53,515.30 | 226,332.00 | 130,095.30 | 272,588.40 | 213,712.13 | 572,424.00 | 371,079.24 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Invesco India Contra Fund |
-16.84 | -10.60 | -5.78 | 13.27 | 9.43 |
| Kotak India Eq Contra Fund |
-15.45 | -10.08 | -4.27 | 13.23 | 9.20 |
| Sbi Contra Fund |
-13.04 | -6.08 | -3.50 | 12.51 | 8.91 |
| 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 |
1.00
|
0.53
|
1.02
|
0.38
|
5.17
|
0.95 |
0.94
|
0.14
|
1.69
|
4.4200
|
| Kotak India Eq Contra Fund |
1.11
|
0.61
|
1.12
|
0.39
|
8.74
|
0.85 |
0.74
|
0.17
|
1.78
|
6.5000
|
| Sbi Contra Fund |
1.32
|
0.72
|
1.52
|
0.39
|
9.60
|
0.89 |
0.92
|
0.19
|
2.00
|
7.8400
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
0.22%
|
0.58%
|
0.09%
|
-5.35%
|
7.24%
|
31.48%
|
21.13%
|
22.37%
|
16.04%
|
16.45%
|
15.90%
|
| Kotak India Eq Contra Fund |
0.13%
|
0.13%
|
-1.67%
|
-7.63%
|
0.00%
|
23.75%
|
21.84%
|
21.55%
|
17.03%
|
15.54%
|
14.28%
|
| Sbi Contra Fund |
-0.04%
|
0.42%
|
-1.22%
|
-7.41%
|
-0.11%
|
20.11%
|
23.56%
|
29.38%
|
17.41%
|
16.07%
|
13.64%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
0.22%
|
0.60%
|
0.18%
|
-5.09%
|
7.84%
|
32.99%
|
22.57%
|
23.85%
|
17.44%
|
18.01%
|
%
|
| Kotak India Eq Contra Fund |
0.13%
|
0.15%
|
-1.57%
|
-7.33%
|
0.67%
|
25.40%
|
23.51%
|
23.20%
|
18.62%
|
17.21%
|
%
|
| Sbi Contra Fund |
-0.03%
|
0.43%
|
-1.14%
|
-7.19%
|
0.36%
|
21.25%
|
24.66%
|
30.41%
|
18.31%
|
16.91%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
22.75%
|
28.57%
|
25.51%
|
21.23%
|
18.93%
|
18.17%
|
| Kotak India Eq Contra Fund |
10.93%
|
26.80%
|
25.26%
|
21.18%
|
18.71%
|
16.72%
|
| Sbi Contra Fund |
8.36%
|
26.27%
|
30.37%
|
25.24%
|
20.51%
|
17.22%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
24.17%
|
30.04%
|
27.00%
|
22.62%
|
20.37%
|
%
|
| Kotak India Eq Contra Fund |
12.45%
|
28.52%
|
26.97%
|
22.77%
|
20.31%
|
%
|
| Sbi Contra Fund |
9.42%
|
27.46%
|
31.52%
|
26.22%
|
21.37%
|
%
|