Best Contra Mutual Funds India English

Best Contra Mutual Funds India

The table below shows the Best Contra Mutual Funds India based on AUM, NAV, and minimum SIP.

NameAUM (Cr)Minimum SIP (Rs)NAV (Rs)
SBI Contra Fund21481.78500.0345.79
Invesco India Contra Fund12973.57100.0120.25
Kotak India EQ Contra Fund2054.55100.0141.53

Contra mutual funds in India are mutual fund schemes that employ a contrarian investment strategy. These funds invest in assets currently out of favor or undervalued in the market, with the expectation that they will eventually recover or perform well in the future, aiming to generate long-term capital appreciation.

Content:

Top Contra Mutual Funds

The table below shows the Top Contra Mutual Funds based on the lowest to highest expense ratio.

NameExpense Ratio %
Invesco India Contra Fund0.54
SBI Contra Fund0.69
Kotak India EQ Contra Fund0.7

Best Contra Mutual Funds

The table below shows Best Contra Mutual Funds based on the Highest 5Y CAGR.

NameCAGR 5Y (Cr)
SBI Contra Fund26.14
Kotak India EQ Contra Fund21.47
Invesco India Contra Fund19.3

Best Performing Contra Mutual Funds

The table below shows Best Performing Contra Mutual Funds based on exit load i.e. the fee that the AMC charges investors when exiting or redeeming their fund units.

NameExit Load %AMC
SBI Contra Fund1.0SBI Funds Management Limited
Invesco India Contra Fund1.0Invesco Asset Management Company Pvt Ltd.
Kotak India EQ Contra Fund1.0Kotak Mahindra Asset Management Company Limited

Contra Mutual Funds In India

The below table shows Contra Mutual Funds In India based on Absolute 1 Year Return and AMC.

NameAMCAbsolute Returns – 1Y %
SBI Contra FundSBI Funds Management Limited40.61
Kotak India EQ Contra FundKotak Mahindra Asset Management Company Limited39.04
Invesco India Contra FundInvesco Asset Management Company Pvt Ltd.32.2

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Best Contra Mutual Funds India – FAQ

What are the Best Contra Mutual Funds?

The top 3 Best Contra Mutual Funds in India are determined by their 5-year Compound Annual Growth Rate (CSGR), SBI Contra Fund, Invesco India Contra Fund, and Kotak India EQ Contra Fund. 

What are the examples of contra funds?

Contra funds are mutual funds that follow a contrarian investment strategy. They aim to invest in assets that are currently out of favor or undervalued, believing that they will rebound in the future Some examples of contra funds are SBI Contra Fund and Invesco India Contra Fund.

Is it good to invest in a contra fund?

Investing in a contra fund can benefit diversification, as it follows a contrarian strategy to capitalize on market inefficiencies. However, it carries a higher risk due to the potential for value traps. 

Introduction to Best Contra Mutual Funds India

SBI Contra Fund

SBI Contra Direct Plan-Growth is an equity mutual fund scheme provided by SBI Mutual Fund. It was introduced on an unspecified date and is overseen by its fund manager, Dinesh Balachandran.

The fund has an exit load of 1.0% and an expense ratio of 0.69%. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 26.14%. Additionally, the fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹ 21,481.78 crore, and it’s important to highlight that it carries a very high level of risk.

The distribution of shareholding shows that 0.77% of the holdings are in rights, 1.02% in REITs & InvIT, 4.54% in Treasury Bills, 8.15% in cash & equivalents, and the majority, 85.51%, is in equity.

Invesco India Contra Fund

Invesco India Contra Fund Direct-Growth is a contra mutual fund scheme offered by Invesco Mutual Fund. It has a history of 11 years and 1 month since its launch on January 1, 2013.

The fund imposes an exit load of 1.0% and has an expense ratio of 0.54%. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 19.3%. Additionally, the fund manages significant assets, with its Assets Under Management (AUM) totaling ₹ 12,973.57 crore and carrying a very high-risk level.

The shareholding distribution reveals that 0.94% of holdings are in cash and equivalents, 1.29% in rights, and the majority, 97.76%, is in equity.

Kotak India EQ Contra Fund

Kotak India EQ Contra Fund Direct-Growth is a contra mutual fund scheme offered by Kotak Mahindra Mutual Fund. It has a history of 11 years and 1 month since its launch on January 1, 2013.

Kotak India EQ Contra Fund imposes an exit load of 1.0% and has an expense ratio of 0.7%. Over the past 5 years, it has shown a Compound Annual Growth Rate (CAGR) of 21.47%. Additionally, the fund manages significant assets, with its Assets Under Management (AUM) totaling ₹ 2,054.55 crore, and it carries a very high level of risk.

The shareholding breakdown indicates that 3.60% of the holdings are cash and equivalents, while the remaining 96.40% is in equity.

Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change over time.

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