Pros | ![]() Generated Consistent Returns. ![]() 3Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. ![]() Poor track record of protecting capital in bear phase. | ![]() Has not generated consistent returns. ![]() Higher probablity of downside risk. ![]() Underperforms benchmarks during bull run. |
INDMoney rank | 2/3 | 3/3 | ||
Category,Subcateogry | Equity,Contra | Equity,Contra | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 4472 Cr | 19288 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹1000 | ||
Expense Ratio | 0.57% | 0.52% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 TR INR | BSE 500 India TR INR |
No of Holdings | 59 | 84 | ||
Top 5 Holdings | HDFC Bank Ltd (7.07%) ICICI Bank Ltd (5.79%) State Bank of India (3.38%) Reliance Industries Ltd (3.28%) Infosys Ltd (3.18%) | HDFC Bank Ltd (7.79%) ICICI Bank Ltd (6.97%) Infosys Ltd (4.74%) Eternal Ltd (3.73%) Mahindra & Mahindra Ltd (3.56%) | ||
No of Sectors | 10 | 11 | ||
Top 3 Sectors | Financial Services (32.05%) Industrial (11.33%) Consumer Cyclical (10.63%) | Financial Services (32.6%) Consumer Cyclical (18.07%) Health (14.39%) | ||
Equity % | 98.29% | 98.06% | ||
Debt % | - | - | ||
P/E | 22.15 | 28.86 | ||
P/B | 3.28 | 4.41 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -1.01% | -2.62% | ||
3-Month Return | 0.91% | 0.33% | ||
6-Month Return | 15.76% | 14.95% | ||
1-Year Return | -3.09% | -1.72% | ||
3-Year Return | 22.47% | 20.96% | ||
5-Year Return | 24.23% | 22.44% |
Sharpe | 1.16 | 1.12 | ||
Alpha | 5.66 | 5.41 | ||
Beta | 0.98 | 0.97 | ||
Standard Deviation | 13.55 | 13.51 | ||
Information Ratio | 2.1 | 1.63 |
Description | Kotak Contra Fund - Growth - Direct is an equity fund.The fund could potentially beat inflation in the long-run. | Invesco India Contra Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shibani Kurian | Amit Ganatra,Taher Badshah |