fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
2022 मध्ये गुंतवणूक करण्यासाठी शीर्ष 3 सर्वोत्तम कॉन्ट्रा फंड- Fincash

Fincash »म्युच्युअल फंड »सर्वोत्तम कॉन्ट्रा फंड

2022 मध्ये गुंतवणूक करण्यासाठी शीर्ष 3 सर्वोत्तम कॉन्ट्रा फंड

Updated on November 1, 2024 , 35933 views

आपण प्रकारची आहेगुंतवणूकदार गुंतवणुकीत थोडे साहस करायला कोणाला आवडते? जर होय, तर तुम्हाला कॉन्ट्रा फंडांबद्दल माहिती असणे आवश्यक आहे. ते विरोधाभासी स्वरूपाचे लहान स्वरूप आहेत, जेथे लोकप्रिय नसलेल्या आणि वेळोवेळी गुंतवणूकदाराच्या बाजूने नसलेल्या कंपन्यांच्या शेअर्समध्ये गुंतवणूक करण्याची कल्पना आहे. दुसऱ्या शब्दांत, ते त्याच्या विरुद्ध-द-वाऱ्याच्या प्रकाराद्वारे परिभाषित केले जातेगुंतवणूक शैली

best-contra-funds

तर, कॉन्ट्राबद्दल अधिक जाणून घेऊयाम्युच्युअल फंड.

कॉन्ट्रा म्युच्युअल फंड म्हणजे काय?

कॉन्ट्रा फंड हा एक प्रकारचा इक्विटी फंड आहे जेथे फंड व्यवस्थापक प्रचलित विरुद्ध पैज लावतोबाजार त्या वेळी उदासीन किंवा कमी कामगिरी करणाऱ्या मालमत्ता खरेदी करून ट्रेंड. एक विरोधाभासी एक गुंतवणूक धोरण आहे जिथे फंड व्यवस्थापक भविष्यात वाढण्याची मोठी क्षमता असलेल्या कमी कामगिरी करणार्‍या स्टॉकची ओळख करण्यासाठी बाजारावर कडक नजर ठेवतो. भविष्यात वाढण्याची क्षमता असलेला स्टॉक आगाऊ निवडण्यासाठी खूप संशोधन आणि विश्लेषण आवश्यक आहे.

स्टॉकची निवड ही गृहित धरून केली जाते की मालमत्ता स्थिर होईल आणि अल्पकालीन अशांततेनंतर दीर्घकाळात वास्तविक मूल्यात येईल. कॉन्ट्रा फंडामध्ये गुंतवणूक करण्याची योजना आखत असलेल्या गुंतवणूकदारांनी हे जाणून घेतले पाहिजे की हे फंड ज्या प्रकारच्या मालमत्तेमध्ये गुंतवणूक करतात त्यामुळे ते अल्प मुदतीत कामगिरी करू शकत नाहीत. येथे, दीर्घ मुदतीच्या मूलभूत मूल्यापेक्षा कमी किमतीत मालमत्ता खरेदी करण्याचा विचार आहे. .

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम परफॉर्मिंग कॉन्ट्रा फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Contra Fund Growth ₹379.857
↓ -0.84
₹41,327-3.97.639.824.429.838.2
Kotak India EQ Contra Fund Growth ₹148.146
↓ -0.56
₹4,047-3.210.447.120.822.235
Invesco India Contra Fund Growth ₹133.62
↓ -0.24
₹18,4700.116.450.719.722.628.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24
* आधारीत निधीची यादीमालमत्ता >= 100 कोटी & क्रमवारी लावली3 वर्षCAGR परतावा.

1. SBI Contra Fund

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 48 in Contra category.  Return for 2023 was 38.2% , 2022 was 12.8% and 2021 was 49.9% .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (31 Oct 24) ₹379.857 ↓ -0.84   (-0.22 %)
Net Assets (Cr) ₹41,327 on 30 Sep 24
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.58
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,375
31 Oct 21₹19,131
31 Oct 22₹21,939
31 Oct 23₹26,344
31 Oct 24₹36,832

SBI Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.8%
3 Month -3.9%
6 Month 7.6%
1 Year 39.8%
3 Year 24.4%
5 Year 29.8%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.2%
2022 12.8%
2021 49.9%
2020 30.6%
2019 -1%
2018 -14.3%
2017 40.2%
2016 2.4%
2015 -0.1%
2014 47.7%
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 186.41 Yr.
Pradeep Kesavan1 Dec 230.84 Yr.

Data below for SBI Contra Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services20.95%
Basic Materials10.04%
Technology9.03%
Consumer Cyclical8.4%
Industrials7.45%
Energy7.27%
Health Care7.22%
Utility5.75%
Consumer Defensive5.33%
Communication Services4.17%
Real Estate0.55%
Asset Allocation
Asset ClassValue
Cash13.1%
Equity86.15%
Debt0.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
5%₹2,204 Cr12,723,129
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
3%₹1,400 Cr4,739,125
↑ 1,943,750
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 532155
2%₹989 Cr41,173,788
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK
2%₹951 Cr5,128,168
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500238
2%₹925 Cr4,040,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 532755
2%₹913 Cr5,786,409
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL
2%₹893 Cr52,995,525
↑ 12,650,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
2%₹869 Cr16,766,741
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | 500096
2%₹818 Cr13,077,467
State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN
2%₹808 Cr10,254,269

2. Kotak India EQ Contra Fund

(Erstwhile Kotak Classic Equity Fund)

To generate capital appreciation from a diversified portfolio of equity and equity related securities. However, there is no assurance that the objective of the scheme will be realized.

Kotak India EQ Contra Fund is a Equity - Contra fund was launched on 27 Jul 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 30 in Contra category.  Return for 2023 was 35% , 2022 was 7.4% and 2021 was 30.2% .

Below is the key information for Kotak India EQ Contra Fund

Kotak India EQ Contra Fund
Growth
Launch Date 27 Jul 05
NAV (31 Oct 24) ₹148.146 ↓ -0.56   (-0.38 %)
Net Assets (Cr) ₹4,047 on 30 Sep 24
Category Equity - Contra
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 3.04
Information Ratio 1.58
Alpha Ratio 6.22
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,843
31 Oct 21₹15,480
31 Oct 22₹16,107
31 Oct 23₹18,555
31 Oct 24₹27,295

Kotak India EQ Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Kotak India EQ Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.6%
3 Month -3.2%
6 Month 10.4%
1 Year 47.1%
3 Year 20.8%
5 Year 22.2%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35%
2022 7.4%
2021 30.2%
2020 15.2%
2019 10%
2018 2.6%
2017 35.4%
2016 7.1%
2015 -3.4%
2014 39.3%
Fund Manager information for Kotak India EQ Contra Fund
NameSinceTenure
Shibani Kurian9 May 195.4 Yr.

Data below for Kotak India EQ Contra Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services23.97%
Technology11.33%
Consumer Cyclical10.88%
Industrials10.86%
Health Care8.19%
Consumer Defensive7.69%
Basic Materials6.63%
Utility6.42%
Communication Services5.91%
Energy5.42%
Real Estate1.1%
Asset Allocation
Asset ClassValue
Cash1.61%
Equity98.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | ICICIBANK
5%₹191 Cr1,504,051
↑ 215,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
4%₹176 Cr938,800
↑ 106,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
4%₹150 Cr863,432
↓ -194,000
Mphasis Ltd (Technology)
Equity, Since 29 Feb 24 | 526299
3%₹126 Cr419,653
↑ 46,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Jun 23 | 532755
3%₹119 Cr752,000
↑ 28,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹115 Cr672,149
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 08 | RELIANCE
3%₹111 Cr375,824
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | HINDUNILVR
3%₹105 Cr356,238
State Bank of India (Financial Services)
Equity, Since 31 Oct 16 | SBIN
3%₹103 Cr1,307,000
↑ 55,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | HEROMOTOCO
2%₹96 Cr168,200
↑ 23,500

3. Invesco India Contra Fund

The investment objective of the Scheme is to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation through means of contrarian investing.

Invesco India Contra Fund is a Equity - Contra fund was launched on 11 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 11 in Contra category.  Return for 2023 was 28.8% , 2022 was 3.8% and 2021 was 29.6% .

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund
Growth
Launch Date 11 Apr 07
NAV (31 Oct 24) ₹133.62 ↓ -0.24   (-0.18 %)
Net Assets (Cr) ₹18,470 on 30 Sep 24
Category Equity - Contra
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 3.17
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,321
31 Oct 21₹16,135
31 Oct 22₹16,670
31 Oct 23₹18,383
31 Oct 24₹27,705

Invesco India Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Invesco India Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.2%
3 Month 0.1%
6 Month 16.4%
1 Year 50.7%
3 Year 19.7%
5 Year 22.6%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.8%
2022 3.8%
2021 29.6%
2020 21.2%
2019 5.9%
2018 -3.3%
2017 45.6%
2016 6.7%
2015 4%
2014 63%
Fund Manager information for Invesco India Contra Fund
NameSinceTenure
Amit Ganatra1 Dec 230.83 Yr.
Taher Badshah13 Jan 177.72 Yr.

Data below for Invesco India Contra Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services29.63%
Consumer Cyclical15.56%
Health Care11.96%
Technology9.85%
Industrials9.23%
Basic Materials5.23%
Utility4.44%
Consumer Defensive3.74%
Energy2.64%
Communication Services2.37%
Real Estate1.51%
Asset Allocation
Asset ClassValue
Cash1.72%
Equity98.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
7%₹1,261 Cr9,908,135
↑ 556,252
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
7%₹1,205 Cr6,955,713
↑ 1,090,659
Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY
6%₹1,152 Cr6,141,812
↑ 668,936
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
4%₹688 Cr15,520,651
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 532215
4%₹682 Cr5,535,787
↑ 386,575
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M
3%₹488 Cr1,575,803
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT
2%₹433 Cr1,178,799
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 543320
2%₹430 Cr15,730,698
REC Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532955
2%₹398 Cr7,178,346
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
2%₹393 Cr13,773,850
↓ -1,565,909

कॉन्ट्रा फंडात कोणी गुंतवणूक करावी?

तद्वतच, ज्या गुंतवणूकदारांना त्यांच्या पोर्टफोलिओमध्ये विविधता आणायची आहे त्यांनी या फंडाकडे लक्ष द्यावे. विविधीकरणाच्या संधीसाठी कॉन्ट्रा फंडाची गुंतवणूक केली जाऊ शकते. गुंतवणूकदारांनी नेहमी लक्षात ठेवावे की हे फंड अल्प कालावधीत कामगिरी करू शकत नाहीत, म्हणून, जो दीर्घ कालावधीसाठी, आदर्शतः पाच वर्षांपेक्षा जास्त काळ गुंतवणूक करू शकतो, त्याने फक्त या फंडात गुंतवणूक करावी.

शिवाय, कॉन्ट्रा फंड सामान्यतः लार्ज-कॅपपेक्षा धोकादायक असतातइक्विटी फंड, म्हणून तुमचे विश्लेषण कराजोखीम भूक गुंतवणूक करण्यापूर्वी. काहीवेळा फंड मॅनेजर म्हणून तुम्ही या फंडात उच्च-जोखीम सहन करण्यास सक्षम असणे आवश्यक आहेकॉल करा पूर्णपणे गोंधळून जाऊ शकते.

कॉन्ट्रा फंडांवर कर आकारणी

ते इक्विटी म्युच्युअल फंडांचा एक वर्ग असल्याने, इतर कोणत्याही इक्विटी फंडाप्रमाणे त्यांच्यावर अनिवार्यपणे कर आकारला जातो. अल्पकालीनभांडवल नफा (एका वर्षात प्राप्त झालेल्या युनिट्सवर) गुंतवणूकदारांची पर्वा न करता 15% दराने कर आकारला जातो.आयकर स्लॅब दर. दीर्घकालीनभांडवली नफा वर्षाला रु. 1 लाख पर्यंत करमुक्त केले जातात (एक वर्ष होल्डिंगनंतर युनिट्स प्राप्त होतात). यापेक्षा जास्त कोणत्याही नफ्यावर 15% कर आकारला जातो. प्रदान केलेल्या इंडेक्सेशनचा कोणताही फायदा नाही.

कॉन्ट्रा फंड्समध्ये ऑनलाइन गुंतवणूक कशी करावी?

  1. Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.

  2. तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा

  3. दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!

    सुरु करूया

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
How helpful was this page ?
Rated 4.5, based on 10 reviews.
POST A COMMENT

Rupak Choudhurie, posted on 24 Nov 19 7:44 PM

I got fairly clear idea about the investment philosophy of the contra fund also the high risk involved as well as unlikely good returns in short or medium duration

1 - 1 of 1