Pros | ![]() Generated Consistent Returns. ![]() Consistently beats benchmark. ![]() Lower volatility within category. | ![]() 3Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. ![]() Higher probablity of downside risk. |
INDMoney rank | 1/3 | 2/3 | ||
Category,Subcateogry | Equity,Contra | Equity,Contra | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 45496 Cr | 4283 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.62% | 0.58% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE 100 India TR INR | Nifty 500 TR INR |
No of Holdings | 90 | 56 | ||
Top 5 Holdings | HDFC Bank Ltd (8.65%) Reliance Industries Ltd (6.16%) ITC Ltd (3.56%) Kotak Mahindra Bank Ltd (2.92%) GAIL (India) Ltd (2.17%) | HDFC Bank Ltd (7.11%) ICICI Bank Ltd (6.01%) State Bank of India (3.75%) Reliance Industries Ltd (3.51%) Infosys Ltd (3.3%) | ||
No of Sectors | 12 | 10 | ||
Top 3 Sectors | Financial Services (29%) Government (12.37%) Energy (12.34%) | Financial Services (33.09%) Industrial (13.2%) Tech (9.88%) | ||
Equity % | 78.83% | 98.78% | ||
Debt % | 0.22% | - | ||
P/E | 19.78 | 21.67 | ||
P/B | 2.57 | 3.35 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 3% | 4.51% | ||
3-Month Return | 8.35% | 10.77% | ||
6-Month Return | 3.88% | 4.32% | ||
1-Year Return | 4.25% | 5.01% | ||
3-Year Return | 27.39% | 28.1% | ||
5-Year Return | 34.38% | 27.79% |
Sharpe | 1.31 | 1.15 | ||
Alpha | 7.94 | 5.43 | ||
Beta | 0.88 | 0.98 | ||
Standard Deviation | 12.89 | 14.49 | ||
Information Ratio | 1.77 | 1.99 |
Description | SBI Contra Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Kotak India EQ Contra Fund - Growth - Direct is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Dinesh Balachandran | Shibani Kurian |