Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Consistently beats benchmark. ![]() Lower volatility within category. ![]() Lower probablity of downside risk. | ||
Cons | ![]() Has not generated consistent returns. ![]() Higher probablity of downside risk. ![]() Underperforms benchmarks during bull run. | - |
INDMoney rank | 3/3 | 1/3 | ||
Category,Subcateogry | Equity,Contra | Equity,Contra | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 19288 Cr | 46947 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.52% | 0.65% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE 500 India TR INR | BSE 100 India TR INR |
No of Holdings | 84 | 89 | ||
Top 5 Holdings | HDFC Bank Ltd (7.79%) ICICI Bank Ltd (6.97%) Infosys Ltd (4.74%) Eternal Ltd (3.73%) Mahindra & Mahindra Ltd (3.56%) | HDFC Bank Ltd (8.69%) Reliance Industries Ltd (5.84%) ITC Ltd (3.4%) Kotak Mahindra Bank Ltd (2.7%) Biocon Ltd (2.39%) | ||
No of Sectors | 11 | 12 | ||
Top 3 Sectors | Financial Services (32.6%) Consumer Cyclical (18.07%) Health (14.39%) | Financial Services (28.06%) Basic Materials (11.68%) Energy (11.43%) | ||
Equity % | 98.06% | 81.01% | ||
Debt % | - | 0.52% | ||
P/E | 28.86 | 20.29 | ||
P/B | 4.41 | 2.56 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -0.48% | 1.05% | ||
3-Month Return | 1.93% | 1.05% | ||
6-Month Return | 15.76% | 11.79% | ||
1-Year Return | -0.55% | -3.95% | ||
3-Year Return | 20.99% | 21.28% | ||
5-Year Return | 23.6% | 30.11% |
Sharpe | 0.94 | 1.07 | ||
Alpha | 5.1 | 6.85 | ||
Beta | 0.98 | 0.91 | ||
Standard Deviation | 13.62 | 12.26 | ||
Information Ratio | 1.52 | 1.61 |
Description | Invesco India Contra Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Contra Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Taher Badshah,Amit Ganatra | Pradeep Kesavan,Dinesh Balachandran |