4 Direct-plan Growth funds ranked. Reference index for beta and alpha: NIFTY 500 TRI (total-return index where available).
| Kotak Contra Fund | -2.42% |
| Invesco India Contra Fund | -3.33% |
| SBI CONTRA FUND | -4.60% |
| Kotak Contra Fund | +13.53% |
| Invesco India Contra Fund | +12.76% |
| SBI CONTRA FUND | +9.47% |
| SBI CONTRA FUND | +13.88% |
| Kotak Contra Fund | +13.29% |
| Invesco India Contra Fund | +12.07% |
| Fund | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Contra Fund Kotak Mahindra Mutual Fund |
173.64 | -4.32% | 5.44% | -2.42% | 13.53% | 13.29% | 0.51 | 14.4% | 0.80% | 1,920 | 1/4 |
| Invesco India Contra Fund Invesco Mutual Fund |
151.48 | -3.35% | 8.01% | -3.33% | 12.76% | 12.07% | 0.45 | 15.2% | 0.77% | 5,984 | 2/4 |
| SBI CONTRA FUND SBI Mutual Fund |
394.32 | -4.02% | 1.84% | -4.60% | 9.47% | 13.88% | 0.27 | 12.2% | 0.87% | — | 3/4 |
| Bandhan Contra Fund Bandhan Mutual Fund |
9.55 | — | — | — | — | — | — | — | 5.60% | — | — |
Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.
