Category: Equity: Contra |
Launch Date: 27-07-2005 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 1.88% As on (31-10-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 3,935.46 Cr As on 31-10-2024(Source:AMFI) |
Turn over: 41.77% | 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 | 13.77 |
Sharpe Ratio | 0.99 |
Alpha | 4.76 |
Beta | 0.98 |
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 | 41.06 | 29.2 | 20.0 | 22.15 | 15.62 |
Invesco India Contra Fund - Growth | 11-04-2007 | 45.65 | 28.74 | 18.76 | 22.65 | 16.69 |
SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 36.14 | 29.06 | 22.73 | 30.01 | 16.61 |
Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
22.03%
Others
1.65%
Large Cap
59.61%
Mid Cap
16.74%