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Contra Funds
Mutual Funds List
| Fund Name | Fund Size(Cr.) | 3Y | 5Y | |
|---|---|---|---|---|
SBI Contra Fund - Direct Growth
|
39,433 | 28.25% | 33.13% | |
Kotak India EQ Contra Fund - Direct Growth
|
3,929 | 24.67% | 27.12% | |
Invesco India Contra Fund - Direct Growth
|
17,817 | 23.47% | 26.83% |
| Fund Name | 1Y | Rating | Fund Size |
|---|---|---|---|
SBI Contra Fund - Direct Growth
|
42.43% Fund Size - 39,433 |
||
Kotak India EQ Contra Fund - Direct Growth
|
51.96% Fund Size - 3,929 |
||
Invesco India Contra Fund - Direct Growth
|
50.65% Fund Size - 17,817 |
Popular Contra Funds
- SBI Contra Fund - Direct Growth
- ₹ 500
- ₹ 39,4330
- 28.25%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 39,433
- 3Y Return
- 28.25%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 39,433
- 3Y Return
- 28.25%
- Kotak India EQ Contra Fund - Direct Growth
- ₹ 100
- ₹ 3,9290
- 24.67%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,929
- 3Y Return
- 24.67%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,929
- 3Y Return
- 24.67%
- Invesco India Contra Fund - Direct Growth
- ₹ 100
- ₹ 17,8170
- 23.47%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 17,817
- 3Y Return
- 23.47%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 17,817
- 3Y Return
- 23.47%
FAQs
You must hold a contra mutual fund for at least five years. However, the assets that are a part of the fund may stabilize even more in the future and give you better returns. Hence, you can hold them for another 2-3 years to get better contra fund returns. The duration of the holdings directly impacts the returns you will earn from the fund.
The contra fund returns depend on a variety of factors. The one-year annualized return of a contra fund can range from 2% to 20%, depending on the growth of the underlying assets. The 3-year annualized returns can go as high as 35%. Therefore, before you invest in a contra mutual fund, you should check the rate of returns for the fund.
As contra funds work on the assumption that an underperforming stock will reach its real value in the future, it comes with great risk. There are chances that the asset under the funds never stabilize and hence does not reach their real value. Also, most of the fund’s investments go into equity and equity-linked instruments. Hence, the risk factor increases multifold. Therefore, analyze your risk appetite before investing in these funds.
Yes, the Securities Exchange Board of India has several restrictions placed on the allocation of assets. According to SEBI, the fund must invest a minimum of 65% of the total value of equity and equity-linked investments. Therefore, the fund is considered an equity fund as most investments are in equity.
Growth funds are an ideal investment for beginners. Contra funds are more suited for investments by experienced investors who can analyze the market and make an investment decision. Only if an investor has an experience of 5-6 years in the world of investing must they invest in a contra fund. It would be best if you had the expertise to pick the most promising undervalued stocks.
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