Contra mutual funds
At least 65% in equities, following a contrarian investment strategy. This page lists every Contra scheme (Regular plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.
Category AUM and net inflow cover all plans and options of the 5 Contra Fund schemes in AMFI's monthly report for August 2026 (source); net inflow is money invested minus money redeemed during the month.
| Scheme | NAV (₹) | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|
| Bandhan Contra Fund Bandhan Mutual Fund | 9.53 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.1 y |
| Invesco India Contra Fund Invesco Mutual Fund | 127.54 | -4.4% | 11.5% | 10.8% | 16.8% | -5.5% | 85% | 16.4% | −19.0% | 19.5 y |
| Kotak Contra Fund Kotak Mahindra Mutual Fund | 145.02 | -3.6% | 12.1% | 11.8% | 14.3% | -7.1% | 95% | 16.0% | −19.4% | 20.5 y |
| Motilal Oswal Contra Fund Motilal Oswal Mutual Fund | 10.19 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.3 y |
| SBI CONTRA FUND SBI Mutual Fund | 360.73 | -3.9% | 8.9% | 13.1% | 13.8% | -10.8% | 96% | 14.4% | −16.2% | 20.5 y |
Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of Nifty 500 (proxy: Motilal Oswal Nifty 500 Index Fund, price return). Std dev is annualised over 36 months. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.
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