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| Contra | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -4.53% | -6.44% | -3.3% | -6.62% | -6.48% | -2.75% | 11.84% | 14.3% | 10.72% | 14.12% | 13.4% |
| 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 | -4.53% | -6.44% | -3.3% | -6.62% | -6.48% | -5.44% | 39.94% | 70.75% | 66.45% | 274.64% | 1345.23% |
| Rank within category | 5/5 | 4/4 | 2/3 | 2/3 | 1/3 | 1/3 | 2/3 | 1/3 | 2/3 | 1/3 | N/A |
| Contra | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 7.06% | 35.39% | 2.56% | 10.02% | 15.17% | 30.17% | 7.37% | 35.01% | 22.1% | 7.43% | -7.91% |
| Q1 returns | -2.82% | 12.53% | -3.25% | 5.3% | -28.41% | 10.05% | 0.23% | -2.71% | 6.94% | -6.07% | -13.16% |
| Q2 returns | 8.47% | 3.5% | 5.49% | 0.98% | 20.42% | 8.49% | -9.19% | 12.02% | 14.47% | 10.72% | 11.34% |
| Q3 returns | 6.72% | 6.84% | 0.67% | -0.94% | 10.29% | 10.22% | 10.85% | 6.62% | 7.12% | -1.47% | -3.81% |
| Q4 returns | -4.84% | 8.8% | -0.18% | 4.45% | 21.14% | -1.09% | 6.41% | 16.19% | -6.88% | 4.85% | -0.98% |
1% on or before 90D, Nil after 90D
| Alpha | 0.223908 |
| Beta | 1.0235 |
| Sharpe Ratio | 0.142882 |
| Sortino Ratio | 0.261114 |
| R-Squared | 0.9557 |
| Tracking Error | 0.8605 |
| Downside Risk | 21.0667 |
| Std. Deviation (Annualised) | 14.5013 |
| 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 Current | -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 | 5.93% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 5.06% |
| State Bank Of India | Banks | Domestic Equities | 3.24% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 2.70% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 2.67% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 2.53% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.50% |
| NTPC Ltd. | Power | Domestic Equities | 2.46% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.42% |
| Swiggy Ltd. | Retailing | Domestic Equities | 2.26% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 2.10% |
| Poonawalla Fincorp Ltd. | Finance | Domestic Equities | 2.09% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 2.00% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.98% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 1.96% |
| INDO-MIM Ltd. | Industrial Manufacturing | Domestic Equities | 1.93% |
| Ultratech Cement Ltd. | Cement and Cement Products | Domestic Equities | 1.85% |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.83% |
| Park Medi World Ltd. | Healthcare Services | Domestic Equities | 1.77% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 1.70% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 1.70% |
| Ipca Laboratories Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 1.68% |
| Indian Bank | Banks | Domestic Equities | 1.63% |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 1.51% | |
| Bharat Electronics Ltd. | Aerospace and Defense | Domestic Equities | 1.50% |
| The Jammu & Kashmir Bank Ltd. | Banks | Domestic Equities | 1.50% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.49% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.48% |
| Piramal Finance Ltd. | Finance | Domestic Equities | 1.44% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 1.43% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 1.42% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 1.38% |
| V-Guard Industries Ltd. | Consumer Durables | Domestic Equities | 1.33% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 1.32% |
| Bank Of Maharashtra | Banks | Domestic Equities | 1.32% |
| Molbio Diagnostics Ltd. | Healthcare Equipment and Supplies | Domestic Equities | 1.31% |
| SRF Ltd. | Chemicals and Petrochemicals | Domestic Equities | 1.30% |
| Dalmia Bharat Ltd. | Cement and Cement Products | Domestic Equities | 1.28% |
| Astra Microwave Products Ltd. | Aerospace and Defense | Domestic Equities | 1.27% |
| Ajanta Pharma Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 1.19% |
| Kalpataru Projects International Ltd. | Construction | Domestic Equities | 1.19% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 1.18% |
| Ashok Leyland Ltd. | Agricultural, Commercial and Construction Vehicles | Domestic Equities | 1.11% |
| Metropolis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.10% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 1.10% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 1.07% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 1.06% |
| Century Plyboards (India) Ltd. | Consumer Durables | Domestic Equities | 1.05% |
| DLF Ltd. | Realty | Domestic Equities | 1.04% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 1.02% |
| Tenneco Clean Air India Ltd. | Auto Components | Domestic Equities | 0.98% |
| Pine Labs Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.97% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.95% |
| Viyash Scientific Ltd. | Pharmaceuticals and Biotechnology | Domestic Equities | 0.90% |
| SBI Funds Management Ltd. | Capital Markets | Domestic Equities | 0.87% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.80% |
| Axiscades Technologies Ltd. | Aerospace and Defense | Domestic Equities | 0.68% |
| The South Indian Bank Ltd. | Banks | Domestic Equities | 0.67% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.66% |
| L&T Finance Ltd. | Finance | Domestic Equities | 0.65% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 0.57% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.56% |
| Lumino Industries Ltd. | Industrial Products | Domestic Equities | 0.44% |
| National Stock Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.38% |
| Net Current Assets/(Liabilities) | Cash & Cash Equivalents and Net Assets | -0.46% | |
| Total | 100.00% | ||
Ms. Shibani Sircar Kurian has a total experience of 15 years in the Indian equity markets Her primary responsibilities include equity fund management and heading the equity research team. Prior to joining Kotak Mahindra Asset Management Company Ltd., she worked for almost 6 years with UTI Asset Management Company Limited. and for 1 and half years with Dawnay Day AV Financial Services.
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