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Contra Mutual Funds

Contra funds invest in stocks that are not performing very well at a particular time. These investments focus on under-owned sector which have high potential but being neglected by investors.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 4
  • 💰 Total AUM: 72,209 Cr

Best performing Contra Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
SBI Contra Fund47,263.080.721.19%15.43%17.98%
Kotak Contra Fund5,161.500.622.73%18.94%16.41%
Invesco India Contra Fund19,517.340.490.98%18.14%15.00%
Motilal Oswal Contra Fund267.43——%—%—%

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Overview of Contra Mutual Funds

SBI Contra Fund
  • AUM
    ₹ 47,263.08 Cr.
  • Expense Ratio
    0.72%
  • 5Y CAGR
    17.98%
Performance
The fund's annualised performance has been 15.47% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.74% vs its category average of 13.11%.
Composition
Large Cap makes up for the majority of the fund at 47.54% along with the largest allocation towards Private Banks at 14.6%.
Kotak Contra Fund
  • AUM
    ₹ 5,161.50 Cr.
  • Expense Ratio
    0.62%
  • 5Y CAGR
    16.41%
Performance
The fund's annualised performance has been 16.37% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.86% vs its category average of 13.11%.
Composition
Large Cap makes up for the majority of the fund at 51.28% along with the largest allocation towards Private Banks at 15.07%.
Invesco India Contra Fund
  • AUM
    ₹ 19,517.34 Cr.
  • Expense Ratio
    0.49%
  • 5Y CAGR
    15%
Performance
The fund's annualised performance has been 17.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.68% vs its category average of 13.11%.
Composition
Large Cap makes up for the majority of the fund at 54.85% along with the largest allocation towards Private Banks at 15.84%.
Motilal Oswal Contra Fund
  • AUM
    ₹ 267.43 Cr.
  • Expense Ratio
    0%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.17% vs its category average of 13.11%.
Composition
Large Cap makes up for the majority of the fund at 19.28% along with the largest allocation towards Others at 62.64%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.