The average 1 year return of Contra Mutual Funds is 34.74 % for regular funds and 36.29 % for direct funds. The average 3 year return is 20.07 % for regular funds and 21.45 % for direct funds. The average 1 year SIP return is 1.37 % for regular funds and 2.61 % for direct funds. The average 3 year SIP return is 25.54 % for regular funds and 27.0 % for direct funds. The average Sharpe Ratio is 1.0 and the average Standard Deviation is 13.47%.
Find the best Contra Mutual Funds for October 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 | |
29.69% | 22.34% | 29.24% | 17.83% | 16.09% | 30.93% | 23.43% | 30.26% | 18.72% | 16.93% | 12.71% | -6.08% | -13.04% | 10.21% | 0.88 | 0.68 | 1.25 | |
| Invesco India Contra Fund | |
40.07% | 18.29% | 21.94% | 16.55% | 16.22% | 41.69% | 19.70% | 23.41% | 17.97% | 17.78% | 13.72% | -12.39% | -16.84% | 4.60% | 0.96 | 0.44 | 0.85 | |
| Kotak India Eq Contra Fund | |
34.45% | 19.59% | 21.44% | 17.22% | 15.21% | 36.24% | 21.23% | 23.09% | 18.82% | 16.88% | 13.97% | -11.88% | -16.75% | 7.11% | 0.88 | 0.47 | 0.91 |
Return Calculated On: 19 November 2024
Ratios Calculated On: 31 October 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 | 16,808.40 | 12,541.72 | 59,583.60 | 52,517.30 | 161,742.00 | 110,756.16 | 245,355.60 | 178,535.53 | 539,628.00 | 318,534.96 | 1,698,318.00 | 798,354.00 |
| Kotak India Eq Contra Fund | 16,134.00 | 11,941.76 | 61,574.40 | 51,936.66 | 158,478.00 | 111,220.86 | 255,435.60 | 180,151.10 | 494,436.00 | 317,980.68 | 1,362,960.00 | 708,988.68 |
| Sbi Contra Fund | 15,562.80 | 11,776.78 | 65,923.20 | 51,975.83 | 216,318.00 | 127,436.76 | 264,835.20 | 209,946.49 | 533,628.00 | 353,342.52 | 1,276,524.00 | 738,298.98 |
| 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 | 17,002.80 | 12,625.72 | 61,736.40 | 53,574.91 | 171,768.00 | 114,807.30 | 267,061.20 | 187,653.48 | 616,452.00 | 344,296.44 | ||
| Kotak India Eq Contra Fund | 16,348.80 | 12,034.19 | 64,144.80 | 53,173.26 | 169,566.00 | 115,891.62 | 280,812.00 | 190,738.21 | 570,768.00 | 346,487.40 | ||
| Sbi Contra Fund | 15,711.60 | 11,841.40 | 67,698.00 | 52,825.50 | 224,982.00 | 130,924.56 | 279,232.80 | 217,287.59 | 573,264.00 | 369,987.96 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Invesco India Contra Fund |
-16.84 | -12.39 | -6.14 | 13.72 | 9.82 |
| Kotak India Eq Contra Fund |
-16.75 | -11.88 | -4.57 | 13.97 | 9.90 |
| Sbi Contra Fund |
-13.04 | -6.08 | -3.32 | 12.71 | 9.06 |
| 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 |
0.85
|
0.44
|
0.86
|
0.37
|
4.60
|
0.96 |
0.94
|
0.12
|
1.56
|
4.0189
|
| Kotak India Eq Contra Fund |
0.91
|
0.47
|
0.92
|
0.38
|
7.11
|
0.88 |
0.76
|
0.14
|
1.61
|
5.4608
|
| Sbi Contra Fund |
1.25
|
0.68
|
1.47
|
0.38
|
10.21
|
0.88 |
0.92
|
0.18
|
1.97
|
8.4429
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
0.93%
|
-1.09%
|
-4.48%
|
-0.86%
|
11.64%
|
40.07%
|
18.29%
|
21.94%
|
16.55%
|
16.22%
|
16.14%
|
| Kotak India Eq Contra Fund |
0.59%
|
-1.44%
|
-4.95%
|
-4.12%
|
5.40%
|
34.45%
|
19.59%
|
21.44%
|
17.22%
|
15.21%
|
14.45%
|
| Sbi Contra Fund |
0.36%
|
-1.44%
|
-5.03%
|
-5.02%
|
4.41%
|
29.69%
|
22.34%
|
29.24%
|
17.83%
|
16.09%
|
13.95%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
0.93%
|
-1.07%
|
-4.39%
|
-0.58%
|
12.26%
|
41.69%
|
19.70%
|
23.41%
|
17.97%
|
17.78%
|
%
|
| Kotak India Eq Contra Fund |
0.60%
|
-1.41%
|
-4.85%
|
-3.80%
|
6.10%
|
36.24%
|
21.23%
|
23.09%
|
18.82%
|
16.88%
|
%
|
| Sbi Contra Fund |
0.36%
|
-1.43%
|
-4.96%
|
-4.80%
|
4.91%
|
30.93%
|
23.43%
|
30.26%
|
18.72%
|
16.93%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
8.41%
|
26.06%
|
24.74%
|
21.14%
|
18.54%
|
17.95%
|
| Kotak India Eq Contra Fund |
-0.89%
|
25.25%
|
24.92%
|
21.39%
|
18.51%
|
16.59%
|
| Sbi Contra Fund |
-3.41%
|
25.30%
|
30.63%
|
25.71%
|
20.46%
|
17.05%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
9.73%
|
27.53%
|
26.24%
|
22.54%
|
19.98%
|
%
|
| Kotak India Eq Contra Fund |
0.52%
|
26.98%
|
26.63%
|
23.00%
|
20.10%
|
%
|
| Sbi Contra Fund |
-2.42%
|
26.49%
|
31.78%
|
26.68%
|
21.31%
|
%
|