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: 3
💰 Total AUM: 74,146 Cr

Best performing Contra Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
SBI Contra Fund	49,111.50	0.73	0.68%	18.42%	20.34%
Kotak Contra Fund	5,086.82	0.58	4.63%	20.65%	17.58%
Invesco India Contra Fund	19,948.05	0.51	0.81%	19.15%	16.00%

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Overview of Contra Mutual Funds

SBI Contra Fund

AUM
₹ 49,111.50 Cr.
Expense Ratio
0.73%
5Y CAGR
20.34%

Performance

The fund's annualised performance has been 15.44% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.65% vs its category average of 13.28%.

Composition

Large Cap makes up for the majority of the fund at 50.8% along with the largest allocation towards Private Banks at 14.36%.

Kotak Contra Fund

AUM
₹ 5,086.82 Cr.
Expense Ratio
0.58%
5Y CAGR
17.58%

Performance

The fund's annualised performance has been 16.13% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.71% vs its category average of 13.28%.

Composition

Large Cap makes up for the majority of the fund at 61.73% along with the largest allocation towards Private Banks at 14.54%.

Invesco India Contra Fund

AUM
₹ 19,948.05 Cr.
Expense Ratio
0.51%
5Y CAGR
16%

Performance

The fund's annualised performance has been 17.28% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.49% vs its category average of 13.28%.

Composition

Large Cap makes up for the majority of the fund at 58.52% along with the largest allocation towards Private Banks at 21.99%.

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.