The investment objective of the Scheme is to seek to generate capital appreciation from a diversified portfolio of equity and equity related instruments by following contrarian investment strategy.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Contra | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.31% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -4.38% |
| Category returns | -3.28% | -4.39% | -2.73% | -6.48% | -6.7% | -3.51% | 10.87% | 13.44% | 10.91% | 13.95% | N/A |
| Absolute returns | -2.31% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -4.38% |
| Rank within category | 1/5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Contra | 2026 |
|---|---|
| Yearly returns | N/A |
| Q1 returns | N/A |
| Q2 returns | N/A |
| Q3 returns | N/A |
| Q4 returns | -0.34% |
0.50% on or before 30D, NIL after 30D
| Alpha | -0.720856 |
| Beta | 0.6109 |
| Sharpe Ratio | -2.78543 |
| Sortino Ratio | -1.88959 |
| R-Squared | 0.8118 |
| Tracking Error | 0.8728 |
| Downside Risk | 4.0872 |
| Std. Deviation (Annualised) | 4.5259 |
| Contra | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund - Regular Plan - Growth | -3.28% | -3.6% | -0.9% | -5.07% | -6.77% | 12.07% | 9.87% | 13.74% | 13.97% | 19,248.30 | 1.87 | 0.13 | Very High |
| Kotak Contra Fund - Regular Plan - Growth | -4.53% | -6.44% | -3.3% | -6.62% | -6.48% | 11.84% | 10.72% | 14.12% | 13.4% | 5,196.35 | 2.03 | 0.14 | Very High |
| SBI Contra Fund - Regular Plan - IDCW | -2.87% | -4.93% | -3.99% | -7.74% | -6.86% | 8.69% | 12.14% | 14% | 17.99% | 45,067.50 | 1.63 | 0.08 | Very High |
| Motilal Oswal Contra Fund - Regular Plan - Growth | -3.39% | -2.58% | 0% | 0% | N/A | N/A | N/A | N/A | 2.26% | 407.32 | 3.94 | 0.09 | Very High |
| Bandhan Contra Fund - Regular Plan - Growth Current | -2.31% | 0% | 0% | 0% | N/A | N/A | N/A | N/A | -4.38% | 1,711.91 | N/A | -2.76 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Triparty Repo TRP_011026 | Cash & Cash Equivalents and Net Assets | 19.95% | |
| NIFTY October 2026 Future | Derivatives-Futures | 7.41% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 6.90% |
| Cash Margin - Derivatives | Cash & Cash Equivalents and Net Assets | 4.22% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 3.95% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 3.48% |
| State Bank Of India | Banks | Domestic Equities | 2.11% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.98% |
| The Great Eastern Shipping Company Ltd. | Transport Services | Domestic Equities | 1.82% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 1.79% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.71% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 1.66% |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.62% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.58% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 1.54% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 1.53% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.48% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 1.45% |
| General Insurance Corporation of India | Insurance | Domestic Equities | 1.40% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.35% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.31% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.25% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 1.25% |
| NTPC Ltd. | Power | Domestic Equities | 1.23% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 1.21% |
| Hindustan Zinc Ltd. | Non - Ferrous Metals | Domestic Equities | 1.19% |
| Life Insurance Corporation of India | Insurance | Domestic Equities | 1.16% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 1.15% |
| JSW Steel Ltd. | Ferrous Metals | Domestic Equities | 1.13% |
| Cholamandalam Financial Holdings Ltd. | Finance | Domestic Equities | 1.11% |
| National Stock Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.04% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 1.03% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.02% |
| Adani Energy Solutions Ltd. | Power | Domestic Equities | 1.01% |
| Bluestone Jewellery And Lifestyle Ltd. | Consumer Durables | Domestic Equities | 0.98% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.98% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.96% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.93% |
| Meesho Ltd. | Retailing | Domestic Equities | 0.91% |
| Physicswallah Ltd. | Other Consumer Services | Domestic Equities | 0.88% |
| Lodha Developers Ltd. | Realty | Domestic Equities | 0.85% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.81% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.80% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.80% |
| Poonawalla Fincorp Ltd. | Finance | Domestic Equities | 0.80% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.78% |
| Dr. Agarwal's Health Care Ltd. | Healthcare Services | Domestic Equities | 0.78% |
| Jindal Stainless Ltd. | Ferrous Metals | Domestic Equities | 0.76% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.76% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.76% |
| Vedanta Aluminium Metal Ltd. | Non - Ferrous Metals | Domestic Equities | 0.74% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 0.71% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.64% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.62% |
| PVR Inox Ltd. | Entertainment | Domestic Equities | 0.60% |
| LNJ Bhilwara group** | Miscellaneous | Domestic Equities | 0.56% |
| Lalithaa Jewellery Mart Ltd. | Consumer Durables | Domestic Equities | 0.51% |
| Shadowfax Technologies Ltd. | Transport Services | Domestic Equities | 0.50% |
| Hitachi Energy India Ltd. | Electrical Equipment | Domestic Equities | 0.50% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.49% |
| Nephrocare Health Services Ltd. | Healthcare Services | Domestic Equities | 0.48% |
| Sterlite Technologies Ltd. | Telecom - Equipment & Accessories | Domestic Equities | 0.48% |
| Milky Mist Dairy Food Ltd. | Food Products | Domestic Equities | 0.45% |
| Jubilant Pharmova Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.43% |
| Edelweiss Financial Services Ltd. | Finance | Domestic Equities | 0.42% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.38% |
| HEG Advanced Materials Ltd. | Industrial Products | Domestic Equities | 0.30% |
| Vedanta Power Ltd. | Power | Domestic Equities | 0.30% |
| Cyient Ltd. | IT - Services | Domestic Equities | 0.26% |
| TD Power Systems Ltd. | Electrical Equipment | Domestic Equities | 0.23% |
| Dhanuka Agritech Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.14% |
| ISGEC Heavy Engineering Ltd. | Construction | Domestic Equities | 0.10% |
| Net Receivables/Payables | Cash & Cash Equivalents and Net Assets | -8.41% | |
| Total | 100.00% | ||
Mr. Harshal Joshi has an overall experience of 5.5 years. He has been associated with IDFC Mutual Fund since December 2008 with Fixed Income Investment team. Prior to this, he was associated with ICAP India Pvt. Ltd.
Mr. Prateek Poddar joined Bandhan AMC as a Vice President for Equities. With over a decade of experience in the Indian equities market, Mr. Poddar has a deep understanding of the industry. Before joining Bandhan AMC, Mr. Poddar was associated with Nippon Life India AMC as Investment Analyst & Co-Fund Manager from Sept 2018 to April 2024 and with ICICI Prudential AMC from November 2012 to August 2018 as Investment Analyst. Mr. Poddar completed his CA in 2012 and his CFA in 2019. Mr. Poddar is passionate about sports, particularly football and is a wildlife enthusiast.
Ms. Ritika Behera has joined Bandhan AMC Limited as Vice President - Equities on August 10, 2023 in Equity Investments team. In her role she will be responsible for research and analysis. She has total experience of more than 13 years.
Get personalized portfolio management services designed to grow and protect your wealth.
ChatGPT
Claude
Perplexity
