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Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.
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2/5 selectedKotak Contra FundSBI Contra Fund
Portfolio overlap
lower = better diversificationKotak Contra × SBI Contra16.4%6 shared stocks · low
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
Funds
| Returns (CAGR) | ||||
1Y return | -0.1%BEST | -3.5% | ||
3Y return | 14.9%BEST | 10.5% | ||
5Y return | 14.2% | 14.8%BEST | ||
Since launch | 16.0%BEST | 15.1% | ||
| Vs category benchmark | ||||
1Y vs index | +2.0%BEST | -1.4% | ||
3Y vs index | +5.1%BEST | +0.6% | ||
5Y vs index | +4.7% | +5.3%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.77BEST | 0.55 | ||
Sortino ratio | 0.78BEST | 0.42 | ||
Std deviation | 15.63 | 14.09BEST | ||
Alpha | 3.89BEST | 0.34 | ||
Beta | 0.99 | 0.89 | ||
| Cost & size | ||||
Expense ratio | 0.79%BEST | 0.86% | ||
Fund size | ₹5.5k Cr | ₹47.6k CrBEST | ||
Portfolio P/E | 22.70 | 16.92BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Shibani Sircar Kurian | Dinesh Balachandran | ||
Benchmark | Nifty 500 TRI | BSE 500 TRI | ||
Riskometer | High | High | ||
Start date | 01 Jan 2013 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
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