Contra Mutual Funds
Find here some best Contra fund to invest
- Annual Returns 16.1%
- Average Risk High
- Total Funds 3
What is Contra Mutual Fund?
A Contra Fund is an equity mutual fund that follows a contrarian investing style, focusing on undervalued or unpopular companies. It aims to buy these underperforming stocks at low valuations, betting on their potential for future growth when their performance improves. Including this category in your portfolio can be a smart option for long-term investors seeking value that may develop over time.
1. The Advantages of Investing in Contra Mutual Funds 2. 3 Best Contra Mutual Funds in India 3. How to Invest in Contra Mutual Funds via MySIPonline? 4. Who Should Invest in a Contra Mutual Fund?
MoreTop 5 Contra Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Contra in India for High Return
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Lumpsum 3Y P.a
24.79%
|
SIP 3Y P.a.
27.18%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
22.92%
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SIP 3Y P.a.
27.22%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
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Lumpsum 3Y P.a
21.39%
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SIP 3Y P.a.
27.75%
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Return Vs Category
Low |
Risk Vs Category
Low |
Invest |
Short Term
Long Term
SIP
Rolling Term
1 Week
3.14%
|
1 Month
1.66%
|
3 Months
-3.07%
|
6 Months
9.52%
|
1 Year
30.67%
|
Invest | ||
1 Week
3.59%
|
1 Month
1.74%
|
3 Months
-2.73%
|
6 Months
10.4%
|
1 Year
35.27%
|
Invest | ||
1 Week
3.09%
|
1 Month
1.84%
|
3 Months
-0.65%
|
6 Months
16.11%
|
1 Year
41.16%
|
Invest |
2 Years
28.23%
|
3 Years
24.79%
|
5 Years
29.76%
|
Annual Rt
17.4%
|
Invest | ||
2 Years
28.6%
|
3 Years
22.92%
|
5 Years
22.37%
|
Annual Rt
15.38%
|
Invest | ||
2 Years
28.02%
|
3 Years
21.39%
|
5 Years
22.63%
|
Annual Rt
15.9%
|
Invest |
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest |
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.56%
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Fund Manager
Dinesh Balachandran
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Launch Date
14-Jul 1999
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.88%
|
Fund Manager
Shibani Sircar Kurian
|
Launch Date
27-Jul 2005
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
1.67%
|
Fund Manager
Taher Badshah
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Launch Date
11-Apr 2007
|
Invest |
Latest NAV
386.1531(03-12-2024)
|
Previous NAV
386.1531(03-12-2024)
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NAV Change
0.690841%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
150.722(03-12-2024)
|
Previous NAV
150.722(03-12-2024)
|
NAV Change
0.719703%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
136.08(03-12-2024)
|
Previous NAV
136.08(03-12-2024)
|
NAV Change
0.583931%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
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Future Value
Invested Amt.
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- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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The Advantages of Investing in Contra Mutual Fund
It is important to identify the benefits of schemes before investing in a Contra Fund. Here are some key points to focus on:
1. Higher Returns Potential: Contra Funds focus on undervalued stocks that have the potential to deliver high returns once they recover.
2. Less Competition: They invest in companies often overlooked by others, leading to less impact from institutional trading.
3. Buying Low: These Mutual Funds buy stocks when prices are low, allowing investors to benefit from future gains.
4. Better in Downturns: Contra funds tend to hold their value better during market crashes compared to high-risk stocks.
5. Unlock Hidden Value: They invest in stocks with hidden potential, which can surge in value when underlying issues are resolved.
Investing in Contra Mutual Funds offers the chance for significant gains and can be a good strategy during market volatility.
3 Best Contra Funds in India
Let's look closely at the 3 Best Contra Funds in India to invest in:
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SBI Contra Fund
After being launched on 14 July 1999, makes SBI Contra Fund is the oldest Equity scheme in its category. It holds an impressive AUM (Asset under Management) at Rs.29586 Crores as of 30th April 2024. SBI finds opportunities across different market caps and sectors by using top-down and bottom-up analysis. This stock has built its strategy on patience and capitalizes on the future recovery of the investments purchased at low valuations.
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Invesco Contra Fund
The Invesco India Contra Fund was established on 11th April 2007. It has shown a robust performance of 18.51% returns in the last 3 years whereas its benchmark has given only 13.96% returns. They use a contrarian investment approach that is set on investing in fundamentally strong companies in the temporarily unpopular sector and keeping them for a long duration. Invesco's expertise is their right execution of investing strategy which boosts the chances of this scheme's success.
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Kotak India EQ Contra Fund
Being a contra-style fund, the Kotak India EQ Contra Fund is built with a combination of quantitative and fundamental analysis. Since its arrival, the fund has delivered a strong 18.51% return, significantly outperforming its benchmark index, which returned only 13%. With the renowned reputation of Kotak AMC, it has been a consistent performer with 85% consistency in generating high returns.
How to Invest in Contra Mutual Fund via MySIPonline?
The following steps will be your easy step-by-step guide to investing in Contra Mutual Funds:
Step 1: Log in to MySIPonline
Step 2: Check your KYC and if it is not registered do Video KYC
Step 3: Complete profile (PAN card, Aadhar number, bank details, nominee & signature)
Step 4: Explore the Best Contra Fund from Respective AMC Name or Talk to an expert
Step 5: Select your preferred Contra Fund
Step 6: Add funds to the cart and choose the investment option between sip or lumpsum
Step 7: Make a payment from UPI or net banking
Step 8: Track your investment daily at the dashboard and use our analysis to manage it.
These steps provide a simple way to begin, allowing you to invest through SIP for greater flexibility in your portfolio.
Who Should Invest in a Contra Mutual Fund?
It is necessary to check if the contra fund is suitable for you, read the following points to know more:
Patient Investors: Contra funds often invest in undervalued stocks that can take time to recover. Therefore, they are suitable for investors who can wait patiently for 3-4 years to see substantial returns.
Long-term Investors: These funds are designed for long-term growth rather than short-term gains. Investors who understand and accept that it may take several years for the investments to realize their full potential are more likely to benefit from contra funds.
Investors with Strong Conviction: Ideal for those who have confidence in their investment strategy and the potential of the chosen contra funds. Investors need to believe in their choices despite market volatility and periods of underperformance.
Also, you can simplify your investments by using the SIP Calculator and get to know your estimated returns.
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