The average 1 year return of Contra Mutual Funds is 28.4 % for regular funds and 29.88 % for direct funds. The average 3 year return is 23.24 % for regular funds and 24.66 % for direct funds. The average 1 year SIP return is -33.33 % for regular funds and -32.48 % for direct funds. The average 3 year SIP return is 22.4 % for regular funds and 23.89 % 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 | |
27.37% | 22.99% | 21.51% | 17.08% | 15.47% | 29.08% | 24.68% | 23.16% | 18.67% | 17.14% | 13.23% | -10.08% | -15.45% | 8.74% | 0.85 | 0.61 | 1.11 | |
| Sbi Contra Fund | |
23.45% | 24.59% | 29.44% | 17.44% | 16.02% | 24.62% | 25.70% | 30.46% | 18.33% | 16.86% | 12.51% | -6.08% | -13.04% | 9.60% | 0.89 | 0.72 | 1.32 | |
| Invesco India Contra Fund | |
34.38% | 22.15% | 22.22% | 16.26% | 16.40% | 35.92% | 23.60% | 23.70% | 17.67% | 17.95% | 13.27% | -10.60% | -16.84% | 5.17% | 0.95 | 0.53 | 1.00 |
Return Calculated On: 20 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 | 16,125.60 | 10,108.44 | 65,613.60 | 50,693.72 | 163,602.00 | 109,106.34 | 241,122.00 | 178,133.34 | 547,692.00 | 323,150.28 | 1,676,196.00 | 809,733.96 |
| Kotak India Eq Contra Fund | 15,284.40 | 9,584.83 | 66,981.60 | 49,822.96 | 158,910.00 | 109,021.02 | 253,318.80 | 178,588.03 | 505,632.00 | 320,928.48 | 1,379,880.00 | 715,427.82 |
| Sbi Contra Fund | 14,814.00 | 9,400.69 | 69,616.80 | 49,297.39 | 217,980.00 | 123,292.98 | 258,745.20 | 206,808.17 | 530,292.00 | 353,586.12 | 1,272,330.00 | 753,335.28 |
| 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 | 16,310.40 | 10,174.52 | 67,971.60 | 51,747.08 | 173,772.00 | 113,161.20 | 262,323.60 | 187,340.08 | 625,296.00 | 349,453.80 | ||
| Kotak India Eq Contra Fund | 15,489.60 | 9,657.94 | 69,775.20 | 51,048.36 | 170,040.00 | 113,679.96 | 278,418.00 | 189,217.81 | 583,920.00 | 349,946.64 | ||
| Sbi Contra Fund | 14,954.40 | 9,451.39 | 71,496.00 | 50,131.55 | 226,764.00 | 126,738.06 | 272,899.20 | 214,172.95 | 569,832.00 | 370,485.00 | ||
| 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 |
-1.81%
|
-3.53%
|
2.97%
|
-5.32%
|
7.97%
|
34.38%
|
22.15%
|
22.22%
|
16.26%
|
16.40%
|
16.04%
|
| Kotak India Eq Contra Fund |
-1.72%
|
-3.78%
|
2.26%
|
-6.48%
|
0.88%
|
27.37%
|
22.99%
|
21.51%
|
17.08%
|
15.47%
|
14.54%
|
| Sbi Contra Fund |
-1.71%
|
-3.65%
|
1.30%
|
-6.49%
|
0.06%
|
23.45%
|
24.59%
|
29.44%
|
17.44%
|
16.02%
|
13.93%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-1.81%
|
-3.51%
|
3.06%
|
-5.06%
|
8.57%
|
35.92%
|
23.60%
|
23.70%
|
17.67%
|
17.95%
|
%
|
| Kotak India Eq Contra Fund |
-1.71%
|
-3.75%
|
2.37%
|
-6.17%
|
1.55%
|
29.08%
|
24.68%
|
23.16%
|
18.67%
|
17.14%
|
%
|
| Sbi Contra Fund |
-1.70%
|
-3.63%
|
1.37%
|
-6.27%
|
0.53%
|
24.62%
|
25.70%
|
30.46%
|
18.33%
|
16.86%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-27.75%
|
23.49%
|
24.13%
|
21.08%
|
18.81%
|
18.11%
|
| Kotak India Eq Contra Fund |
-34.90%
|
22.24%
|
24.09%
|
21.15%
|
18.68%
|
16.70%
|
| Sbi Contra Fund |
-37.36%
|
21.47%
|
29.25%
|
25.29%
|
20.48%
|
17.29%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-26.83%
|
24.99%
|
25.65%
|
22.50%
|
20.26%
|
%
|
| Kotak India Eq Contra Fund |
-33.92%
|
24.00%
|
25.84%
|
22.78%
|
20.28%
|
%
|
| Sbi Contra Fund |
-36.68%
|
22.68%
|
30.41%
|
26.28%
|
21.34%
|
%
|