Category: Equity: Contra |
Launch Date: 27-07-2005 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 1.94% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,672.12 Cr As on (31-03-2024) |
Turn over: 46.19% | Exit Load: Exit load of 1% if redeemed within 90 days. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
Standard Deviation | 12.95 |
Sharpe Ratio | 1.24 |
Alpha | 4.63 |
Beta | 0.94 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Kotak India EQ Contra Fund - Growth | 27-07-2005 | 47.76 | 29.49 | 23.5 | 20.47 | 17.23 |
SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 48.78 | 32.81 | 30.47 | 26.28 | 18.87 |
Invesco India Contra Fund - Growth | 11-04-2007 | 42.53 | 25.47 | 20.43 | 19.2 | 18.86 |
Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
10.99%
Others
4.09%
Large Cap
62.98%
Mid Cap
21.94%
There are no scheme documents available