The Sbi Contra Fund has shown an excellent past performence in Contra Fund category. The Sbi Contra Fund has a Jensen Alpha of 10.05% which is higher than the category average of 6.52%. Here the Sbi Contra Fund has shown very good performance in terms of risk adjusted returns. The Sbi Contra Fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.8. Here the Sbi Contra Fund has shown very good performance in terms of risk adjusted returns. Read Full Review
The Invesco India Contra Fund has shown an excellent past performence in Contra Fund category. The Invesco India Contra Fund has a Jensen Alpha of 4.56% which is lower than the category average of 6.52%, showing poor performance. The Invesco India Contra Fund has a Sharpe Ratio of 0.66 which is lower than the category average of 0.8, showing poor performance. Read Full Review
The Kotak India Eq Contra Fund has shown a very good past performence in Contra Fund category. The Kotak India Eq Contra Fund has a Jensen Alpha of 4.96% which is lower than the category average of 6.52%, showing poor performance. The Kotak India Eq Contra Fund has a Sharpe Ratio of 0.69 which is lower than the category average of 0.8, showing poor performance. Read Full Review
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |
8.34% | 21.98% | 38.92% | 17.89% | 14.82% | 9.35% | 23.08% | 40.05% | 18.80% | 15.66% | 13.17% | -15.33% | -13.53% | 10.05% | 0.88 | 0.55 | 1.04 | ||
| |
16.31% | 18.63% | 30.35% | 15.61% | 14.74% | 17.63% | 20.02% | 31.93% | 16.99% | 16.25% | 14.58% | -17.88% | -18.99% | 4.56% | 0.98 | 0.33 | 0.66 | ||
| |
8.87% | 19.21% | 31.00% | 16.47% | 14.21% | 10.32% | 20.83% | 32.78% | 18.05% | 15.87% | 14.63% | -18.47% | -17.81% | 4.96% | 0.99 | 0.36 | 0.69 |
Return Calculated On: 21 March 2025 | Ratios Calculated On: 28 February 2025
Performance Indicators
As On: 21 March 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
1.16
|
5.65
|
2.68
|
-7.74
|
-13.37
|
16.31
|
18.63
|
30.35
|
15.61
|
14.74
|
15.11
|
| Kotak India Eq Contra Fund |
1.22
|
5.54
|
2.75
|
-6.82
|
-13.42
|
8.87
|
19.21
|
31.00
|
16.47
|
14.21
|
13.66
|
| Sbi Contra Fund |
0.96
|
4.14
|
1.67
|
-5.14
|
-11.39
|
8.34
|
21.98
|
38.92
|
17.89
|
14.82
|
13.28
|
| Nifty 500 Total Return Index |
0.97
|
5.45
|
2.83
|
-4.89
|
-12.45
|
7.96
|
14.50
|
29.08
|
14.39
|
13.01
|
12.53
|
As On: 21 March 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
1.17
|
5.68
|
2.77
|
-7.49
|
-12.89
|
17.63
|
20.02
|
31.93
|
16.99
|
16.25
|
|
| Kotak India Eq Contra Fund |
1.22
|
5.57
|
2.86
|
-6.53
|
-12.86
|
10.32
|
20.83
|
32.78
|
18.05
|
15.87
|
|
| Sbi Contra Fund |
0.96
|
4.15
|
1.74
|
-4.94
|
-11.00
|
9.35
|
23.08
|
40.05
|
18.80
|
15.66
|
|
| Nifty 500 Total Return Index |
0.97
|
5.45
|
2.83
|
-4.89
|
-12.45
|
7.96
|
14.50
|
29.08
|
14.39
|
13.01
|
12.53
|
As On: 21 March 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-2.03
|
19.65
|
20.53
|
18.66
|
17.01
|
16.92
|
| Kotak India Eq Contra Fund |
-6.68
|
18.84
|
20.92
|
18.91
|
17.12
|
15.66
|
| Sbi Contra Fund |
-5.79
|
19.06
|
25.96
|
23.65
|
19.31
|
16.54
|
As On: 21 March 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
-0.89
|
21.06
|
22.00
|
20.06
|
18.45
|
|
| Kotak India Eq Contra Fund |
-5.41
|
20.49
|
22.62
|
20.52
|
18.71
|
|
| Sbi Contra Fund |
-4.91
|
20.21
|
27.11
|
24.65
|
20.18
|
|
Calculated On: 28 February 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Invesco India Contra Fund | -18.99 | -17.88 | -7.88 | 14.58 | 10.61 |
| Kotak India Eq Contra Fund | -17.81 | -18.47 | -6.27 | 14.63 | 10.36 |
| Sbi Contra Fund | -13.53 | -15.33 | -4.79 | 13.17 | 9.35 |
Calculated On: 28 February 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund |
0.66
|
0.33
|
0.61
|
0.40
|
4.56
|
0.98 |
0.94
|
0.10
|
1.39
|
4.2700
|
| Kotak India Eq Contra Fund |
0.69
|
0.36
|
0.62
|
0.40
|
4.96
|
0.99 |
0.96
|
0.10
|
1.43
|
4.8400
|
| Sbi Contra Fund |
1.04
|
0.55
|
0.84
|
0.38
|
10.05
|
0.88 |
0.94
|
0.16
|
1.81
|
8.6000
|