To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
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 | -3.28% | -3.6% | -0.9% | -5.07% | -6.77% | -3.37% | 12.07% | 13.03% | 9.87% | 13.74% | 13.97% |
| 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 | -3.28% | -3.6% | -0.9% | -5.07% | -6.77% | -6.63% | 40.79% | 63.29% | 60.14% | 262.35% | 1187.7% |
| Rank within category | 3/5 | 2/4 | 1/3 | 1/3 | 2/3 | 2/3 | 1/3 | 2/3 | 3/3 | 3/3 | N/A |
| Contra | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 6.72% | 45.63% | -3.26% | 5.94% | 21.18% | 29.57% | 3.79% | 28.82% | 30.14% | 3.13% | -6.84% |
| Q1 returns | -3.12% | 15.42% | -6.14% | 5.31% | -25.66% | 6.02% | -2.06% | -4.68% | 5.52% | -7.54% | -15.69% |
| Q2 returns | 7.77% | 3.72% | 2.36% | -1.07% | 23.06% | 11.06% | -8.44% | 12.4% | 15.44% | 10.6% | 13.16% |
| Q3 returns | 8.18% | 4.32% | 0.07% | -3.11% | 8.82% | 9.43% | 12.21% | 7.32% | 12.36% | -3.41% | -2.44% |
| Q4 returns | -5.52% | 16.61% | 0.63% | 4.94% | 21.72% | 0.56% | 3.16% | 12.03% | -4.92% | 4.41% | 0.09% |
Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y
| Alpha | 0.488435 |
| Beta | 1.1071 |
| Sharpe Ratio | 0.132774 |
| Sortino Ratio | 0.237915 |
| R-Squared | 0.859 |
| Tracking Error | 1.6437 |
| Downside Risk | 22.0898 |
| Std. Deviation (Annualised) | 14.8645 |
| Contra | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund - Regular Plan - Growth Current | -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 | -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 % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 5.90% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 4.84% |
| State Bank Of India | Banks | Domestic Equities | 3.07% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 2.95% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 2.45% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.40% |
| Axis Bank Ltd. | Banks | Domestic Equities | 2.38% |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 2.23% | |
| Infosys Ltd. | IT - Software | Domestic Equities | 2.16% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 2.13% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.06% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 2.06% |
| Coforge Ltd. | IT - Software | Domestic Equities | 2.02% |
| Meesho Ltd. | Retailing | Domestic Equities | 1.98% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 1.96% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 1.89% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 1.86% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 1.83% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 1.76% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.65% |
| Shyam Metalics And Energy Ltd. | Industrial Products | Domestic Equities | 1.61% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 1.57% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.56% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 1.54% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 1.49% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 1.45% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.43% |
| RBL Bank Ltd. | Banks | Domestic Equities | 1.42% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 1.36% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 1.34% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 1.25% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.22% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 1.21% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.20% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Domestic Equities | 1.19% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 1.19% |
| Bank Of Baroda | Banks | Domestic Equities | 1.12% |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 1.08% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 1.07% |
| KFin Technologies Ltd. | Capital Markets | Domestic Equities | 1.07% |
| Entero Healthcare Solutions Ltd. | Retailing | Domestic Equities | 1.06% |
| Aditya Birla Sun Life AMC Ltd. | Capital Markets | Domestic Equities | 1.04% |
| Swiggy Ltd. | Retailing | Domestic Equities | 1.03% |
| Cohance Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.01% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 0.99% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.98% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 0.97% |
| BSE Ltd. | Capital Markets | Domestic Equities | 0.96% |
| Bharat Dynamics Ltd. | Aerospace & Defense | Domestic Equities | 0.93% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.88% |
| Aditya Birla Real Estate Ltd. | Realty | Domestic Equities | 0.87% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.86% |
| Timken India Ltd. | Industrial Products | Domestic Equities | 0.86% |
| Honeywell Automation India Ltd. | Industrial Manufacturing | Domestic Equities | 0.85% |
| Central Mine Planning & Design Institute Ltd. | Commercial Services & Supplies | Domestic Equities | 0.77% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.76% |
| FSN E-Commerce Ventures Ltd. | Retailing | Derivatives-Futures | 0.74% |
| Wockhardt Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.72% |
| National Stock Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.72% |
| Aadhar Housing Finance Ltd. | Finance | Domestic Equities | 0.71% |
| BlackBuck Ltd. | Transport Services | Domestic Equities | 0.70% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.61% |
| KNR Constructions Ltd. | Construction | Domestic Equities | 0.56% |
| Jubilant FoodWorks Ltd. | Leisure Services | Derivatives-Futures | 0.54% |
| Orchid Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.51% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.49% |
| Tenneco Clean Air India Ltd. | Auto Components | Domestic Equities | 0.49% |
| V-Mart Retail Ltd. | Retailing | Domestic Equities | 0.48% |
| Sonata Software Ltd. | IT - Software | Domestic Equities | 0.41% |
| Medplus Health Services Ltd. | Retailing | Domestic Equities | 0.37% |
| GMM Pfaudler Ltd. | Industrial Manufacturing | Domestic Equities | 0.35% |
| Arvind Ltd. | Textiles & Apparels | Domestic Equities | 0.33% |
| Oil & Natural Gas Corporation Ltd. | Oil | Domestic Equities | 0.29% |
| Afcons Infrastructure Ltd. | Construction | Domestic Equities | 0.28% |
| Mphasis Ltd. | IT - Software | Derivatives-Futures | 0.25% |
| Tech Mahindra Ltd. | IT - Software | Derivatives-Futures | 0.20% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | 0.15% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durables | Derivatives-Futures | 0.03% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -0.72% | |
| Total | 100.00% | ||
Mr. Badshah brings with him 18 years of rich experience in fund management and investment research. He started his career as an automobiles analyst with Motilal Oswal and has been well-regarded in the industry for his work in this sector. Besides, Mr. Badshah has also worked in different capacities with organizations like Kotak Mahindra and Prudential ICICI. He has spent the first 10 years of his career doing sell-side equity research and the past 8 years in active fund management.
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