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Ranked On: 28 March 2024
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Sbi Contra Fund | - | |
46.10% | 29.73% | 26.82% | 18.99% | 18.54% | 47.49% | 30.83% | 27.77% | 19.87% | 19.37% | 12.25% | -6.08% | -10.38% | 13.43% | 0.84 | 1.02 | 1.66 |
Kotak India Eq Contra Fu… | - | |
47.65% | 23.64% | 21.00% | 18.22% | 17.03% | 49.64% | 25.34% | 22.67% | 19.86% | 18.70% | 13.06% | -10.60% | -15.43% | 7.90% | 0.84 | 0.56 | 1.03 |
Invesco India Contra Fund | - | |
41.81% | 20.24% | 19.66% | 16.50% | 18.67% | 43.44% | 21.71% | 21.10% | 17.98% | 20.28% | 12.76% | -11.24% | -13.35% | 1.82% | 0.93 | 0.46 | 0.86 |
Return Calculated On: 08 May 2024
Ratios Calculated On: 28 March 2024
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Invesco India Contra Fund | 17017.2 | 14394.88 | 62586.0 | 50340.46 | 147222.0 | 105669.66 | 244708.8 | 166390.06 | 664584.0 | 301698.48 | 2449602.0 | 741861.18 |
Kotak India Eq Contra Fund | 17718.0 | 14841.01 | 68036.4 | 53611.63 | 155640.0 | 113259.96 | 271051.2 | 179858.95 | 578400.0 | 318540.84 | 1910412.0 | 698685.3 |
SBI Contra Fund | 17532.0 | 14596.75 | 78598.8 | 55774.19 | 196818.0 | 135031.62 | 283760.4 | 211336.52 | 657504.0 | 359299.32 | 1789038.0 | 745179.66 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Invesco India Contra Fund | 17212.8 | 14490.79 | 64904.4 | 51323.94 | 156270.0 | 109476.72 | 267195.6 | 174834.41 | 760464.0 | 326545.8 | ||
Kotak India Eq Contra Fund | 17956.8 | 14955.66 | 70887.6 | 54836.93 | 166686.0 | 117898.08 | 298561.2 | 190249.75 | 666144.0 | 347020.56 | ||
SBI Contra Fund | 17698.8 | 14676.72 | 80618.4 | 56623.57 | 204282.0 | 138458.1 | 298628.4 | 218224.02 | 704844.0 | 375488.4 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Invesco India Contra Fund |
-13.35 | -11.24 | -5.15 | 12.76 | 8.91 |
Kotak India Eq Contra Fund |
-15.43 | -10.60 | -3.78 | 13.06 | 9.12 |
Sbi Contra Fund |
-10.38 | -6.08 | -2.75 | 12.25 | 8.42 |
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 |
0.86
|
0.46
|
0.91
|
0.39
|
1.82
|
0.93 |
0.93
|
0.12
|
1.58
|
0.5105
|
Kotak India Eq Contra Fund |
1.03
|
0.56
|
1.06
|
0.37
|
7.90
|
0.84 |
0.73
|
0.16
|
1.75
|
5.3634
|
Sbi Contra Fund |
1.66
|
1.02
|
1.82
|
0.40
|
13.43
|
0.84 |
0.82
|
0.24
|
2.35
|
10.4534
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco India Contra Fund |
0.60%
|
-2.11%
|
0.45%
|
5.36%
|
23.58%
|
41.81%
|
20.24%
|
19.66%
|
16.50%
|
18.67%
|
19.01%
|
Kotak India Eq Contra Fund |
0.92%
|
-1.29%
|
0.95%
|
4.61%
|
28.32%
|
47.65%
|
23.64%
|
21.00%
|
18.22%
|
17.03%
|
17.06%
|
SBI Contra Fund |
0.57%
|
-1.69%
|
0.29%
|
4.42%
|
24.52%
|
46.10%
|
29.73%
|
26.82%
|
18.99%
|
18.54%
|
16.54%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco India Contra Fund |
0.62%
|
-2.10%
|
0.55%
|
5.66%
|
24.30%
|
43.44%
|
21.71%
|
21.10%
|
17.98%
|
20.28%
|
%
|
Kotak India Eq Contra Fund |
0.92%
|
-1.26%
|
1.06%
|
4.95%
|
29.17%
|
49.64%
|
25.34%
|
22.67%
|
19.86%
|
18.70%
|
%
|
SBI Contra Fund |
0.57%
|
-1.67%
|
0.37%
|
4.67%
|
25.12%
|
47.49%
|
30.83%
|
27.77%
|
19.87%
|
19.37%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Invesco India Contra Fund |
38.89%
|
23.03%
|
22.82%
|
19.18%
|
17.54%
|
17.12%
|
Kotak India Eq Contra Fund |
46.53%
|
27.64%
|
25.71%
|
21.37%
|
18.55%
|
16.43%
|
SBI Contra Fund |
42.33%
|
30.60%
|
33.13%
|
25.92%
|
20.78%
|
17.17%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Invesco India Contra Fund |
40.52%
|
24.44%
|
24.29%
|
20.57%
|
19.01%
|
%
|
Kotak India Eq Contra Fund |
48.51%
|
29.33%
|
27.39%
|
22.95%
|
20.14%
|
%
|
SBI Contra Fund |
43.70%
|
31.73%
|
34.20%
|
26.83%
|
21.60%
|
%
|