Pros | ![]() Generated Consistent Returns. ![]() 3Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Consistently beats benchmark. ![]() Lower volatility within category. ![]() Lower probablity of downside risk. | ||
Cons | ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. ![]() Poor track record of protecting capital in bear phase. | - |
INDMoney rank | 2/3 | 1/3 | ||
Category,Subcateogry | Equity,Contra | Equity,Contra | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 4472 Cr | 46947 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.57% | 0.65% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 TR INR | BSE 100 India TR INR |
No of Holdings | 59 | 89 | ||
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 (8.69%) Reliance Industries Ltd (5.84%) ITC Ltd (3.4%) Kotak Mahindra Bank Ltd (2.7%) Biocon Ltd (2.39%) | ||
No of Sectors | 10 | 12 | ||
Top 3 Sectors | Financial Services (32.05%) Industrial (11.33%) Consumer Cyclical (10.63%) | Financial Services (28.06%) Basic Materials (11.68%) Energy (11.43%) | ||
Equity % | 98.29% | 81.01% | ||
Debt % | - | 0.52% | ||
P/E | 22.15 | 20.29 | ||
P/B | 3.28 | 2.56 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -1.01% | -1.55% | ||
3-Month Return | 0.91% | -1% | ||
6-Month Return | 15.76% | 9.72% | ||
1-Year Return | -3.09% | -5.53% | ||
3-Year Return | 22.47% | 20.64% | ||
5-Year Return | 24.23% | 30.05% |
Sharpe | - | - | ||
Alpha | 5.66 | 7.17 | ||
Beta | 0.98 | 0.9 | ||
Standard Deviation | 13.6 | 12.26 | ||
Information Ratio | 2.1 | 1.68 |
Description | Kotak Contra Fund - Growth - Direct 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 | Shibani Kurian | Pradeep Kesavan,Dinesh Balachandran |