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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 | - | |
48.29% | 29.61% | 26.98% | 18.93% | 18.19% | 49.70% | 30.72% | 27.93% | 19.80% | 19.01% | 12.25% | -6.08% | -10.38% | 13.43% | 0.84 | 1.02 | 1.66 |
Kotak India Eq Contra Fu… | - | |
50.78% | 23.85% | 20.63% | 18.25% | 16.61% | 52.81% | 25.56% | 22.29% | 19.89% | 18.27% | 13.06% | -10.60% | -15.43% | 7.90% | 0.84 | 0.56 | 1.03 |
Invesco India Contra Fund | - | |
44.98% | 20.59% | 19.48% | 16.61% | 18.08% | 46.66% | 22.06% | 20.91% | 18.08% | 19.68% | 12.76% | -11.24% | -13.35% | 1.82% | 0.93 | 0.46 | 0.86 |
Return Calculated On: 17 May 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 | 17397.6 | 14688.74 | 63136.8 | 51624.07 | 146064.0 | 108595.86 | 246296.4 | 170466.91 | 632220.0 | 308806.68 | 746618.94 | |
Kotak India Eq Contra Fund | 18093.6 | 15041.16 | 68389.2 | 54589.5 | 153234.0 | 115606.5 | 271546.8 | 183024.91 | 557904.0 | 323966.4 | 700098.48 | |
SBI Contra Fund | 17794.8 | 14717.35 | 78386.4 | 56530.4 | 198066.0 | 137310.0 | 282643.2 | 214428.4 | 638064.0 | 364124.4 | 1544724.0 | 747909.9 |
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 | 17599.2 | 14786.24 | 65462.4 | 52631.71 | 155046.0 | 112508.34 | 268867.2 | 179096.06 | 723552.0 | 334164.72 | ||
Kotak India Eq Contra Fund | 18337.2 | 15156.96 | 71254.8 | 55836.07 | 164094.0 | 120342.96 | 299098.8 | 193580.6 | 642588.0 | 352881.96 | ||
SBI Contra Fund | 17964.0 | 14797.58 | 80406.0 | 57393.22 | 205608.0 | 140808.3 | 297469.2 | 221429.46 | 684060.0 | 380540.88 |
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 |
0.67%
|
3.51%
|
5.52%
|
6.81%
|
24.11%
|
44.98%
|
20.59%
|
19.48%
|
16.61%
|
18.08%
|
%
|
Kotak India Eq Contra Fund |
0.51%
|
3.16%
|
4.98%
|
5.82%
|
26.94%
|
50.78%
|
23.85%
|
20.63%
|
18.25%
|
16.61%
|
%
|
SBI Contra Fund |
0.85%
|
2.84%
|
3.17%
|
4.83%
|
23.60%
|
48.29%
|
29.61%
|
26.98%
|
18.93%
|
18.19%
|
15.41%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco India Contra Fund |
0.67%
|
3.53%
|
5.62%
|
7.11%
|
24.84%
|
46.66%
|
22.06%
|
20.91%
|
18.08%
|
19.68%
|
%
|
Kotak India Eq Contra Fund |
0.52%
|
3.17%
|
5.09%
|
6.16%
|
27.78%
|
52.81%
|
25.56%
|
22.29%
|
19.89%
|
18.27%
|
%
|
SBI Contra Fund |
0.85%
|
2.85%
|
3.25%
|
5.07%
|
24.19%
|
49.70%
|
30.72%
|
27.93%
|
19.80%
|
19.01%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Invesco India Contra Fund |
43.95%
|
24.86%
|
23.95%
|
19.86%
|
17.98%
|
17.19%
|
Kotak India Eq Contra Fund |
50.04%
|
28.99%
|
26.56%
|
21.86%
|
18.87%
|
16.45%
|
SBI Contra Fund |
44.44%
|
31.61%
|
33.84%
|
26.33%
|
21.03%
|
17.21%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Invesco India Contra Fund |
45.63%
|
26.28%
|
25.43%
|
21.25%
|
19.44%
|
%
|
Kotak India Eq Contra Fund |
52.06%
|
30.68%
|
28.25%
|
23.44%
|
20.45%
|
%
|
SBI Contra Fund |
45.82%
|
32.75%
|
34.92%
|
27.24%
|
21.84%
|
%
|