2022 मध्ये गुंतवणूक करण्यासाठी शीर्ष 3 सर्वोत्तम कॉन्ट्रा फंड

Updated on August 1, 2026 , 37512 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

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. .

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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Kotak India EQ Contra Fund Growth	₹156.312 ↑ 1.93	₹5,331	5.6	0.9	5.9	16.6	14.6	7.4
Invesco India Contra Fund Growth	₹137.5 ↑ 2.56	₹19,996	7.7	1.8	2.4	16.2	13.4	3.1
SBI Contra Fund Growth	₹380.524 ↑ 1.30	₹47,362	2.2	-2.2	0.4	12	15.9	6.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26

Research Highlights & Commentary of 3 Funds showcased

Commentary	Kotak India EQ Contra Fund	Invesco India Contra Fund	SBI Contra Fund
Point 1	Bottom quartile AUM (₹5,331 Cr).	Lower mid AUM (₹19,996 Cr).	Highest AUM (₹47,362 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (19+ yrs).	Established history (21+ yrs).
Point 3	Rating: 3★ (lower mid).	Top rated.	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 14.64% (lower mid).	5Y return: 13.40% (bottom quartile).	5Y return: 15.88% (upper mid).
Point 6	3Y return: 16.64% (upper mid).	3Y return: 16.16% (lower mid).	3Y return: 12.00% (bottom quartile).
Point 7	1Y return: 5.87% (upper mid).	1Y return: 2.44% (lower mid).	1Y return: 0.36% (bottom quartile).
Point 8	Alpha: 1.09 (upper mid).	Alpha: -2.01 (bottom quartile).	Alpha: -1.15 (lower mid).
Point 9	Sharpe: -0.25 (upper mid).	Sharpe: -0.45 (lower mid).	Sharpe: -0.57 (bottom quartile).
Point 10	Information ratio: 1.08 (upper mid).	Information ratio: 0.80 (lower mid).	Information ratio: 0.68 (bottom quartile).

Kotak India EQ Contra Fund

Bottom quartile AUM (₹5,331 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.64% (lower mid).
3Y return: 16.64% (upper mid).
1Y return: 5.87% (upper mid).
Alpha: 1.09 (upper mid).
Sharpe: -0.25 (upper mid).
Information ratio: 1.08 (upper mid).

Invesco India Contra Fund

Lower mid AUM (₹19,996 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.40% (bottom quartile).
3Y return: 16.16% (lower mid).
1Y return: 2.44% (lower mid).
Alpha: -2.01 (bottom quartile).
Sharpe: -0.45 (lower mid).
Information ratio: 0.80 (lower mid).

SBI Contra Fund

Highest AUM (₹47,362 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.88% (upper mid).
3Y return: 12.00% (bottom quartile).
1Y return: 0.36% (bottom quartile).
Alpha: -1.15 (lower mid).
Sharpe: -0.57 (bottom quartile).
Information ratio: 0.68 (bottom quartile).

* आधारीत निधीची यादीमालमत्ता >= 100 कोटी & क्रमवारी लावली3 वर्षCAGR परतावा.

1. 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.

Research Highlights for Kotak India EQ Contra Fund

Bottom quartile AUM (₹5,331 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.64% (lower mid).
3Y return: 16.64% (upper mid).
1Y return: 5.87% (upper mid).
Alpha: 1.09 (upper mid).
Sharpe: -0.25 (upper mid).
Information ratio: 1.08 (upper mid).

Below is the key information for Kotak India EQ Contra Fund

Kotak India EQ Contra Fund Growth
Launch Date	27 Jul 05
NAV (03 Aug 26)	₹156.312 ↑ 1.93 (1.25 %)
Net Assets (Cr)	₹5,331 on 30 Jun 26
Category	Equity - Contra
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.26
Information Ratio	1.08
Alpha Ratio	1.09
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.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,601
31 Jul 23	₹12,956
31 Jul 24	₹19,746
31 Jul 25	₹19,238
31 Jul 26	₹19,926

Kotak India EQ Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 3 Aug 26

Duration	Returns
1 Month	1.7%
3 Month	5.6%
6 Month	0.9%
1 Year	5.9%
3 Year	16.6%
5 Year	14.6%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.4%
2023	22.1%
2022	35%
2021	7.4%
2020	30.2%
2019	15.2%
2018	10%
2017	2.6%
2016	35.4%
2015	7.1%

Fund Manager information for Kotak India EQ Contra Fund

Name	Since	Tenure
Shibani Kurian	9 May 19	7.24 Yr.

Data below for Kotak India EQ Contra Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	34.29%
Industrials	12.26%
Health Care	12.21%
Consumer Cyclical	9.68%
Basic Materials	7.37%
Technology	7.22%
Communication Services	4.23%
Consumer Defensive	4.07%
Energy	4.03%
Utility	2.65%

Asset Allocation

Asset Class	Value
Cash	2%
Equity	98%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 18 \| ICICIBANK	6%	₹295 Cr	2,148,051 ↑ 180,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| HDFCBANK	5%	₹283 Cr	3,546,864
State Bank of India (Financial Services) Equity, Since 31 Oct 16 \| SBIN	3%	₹180 Cr	1,752,000
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 08 \| RELIANCE	3%	₹153 Cr	1,181,648
Shriram Finance Ltd (Financial Services) Equity, Since 30 Jun 23 \| SHRIRAMFIN	3%	₹150 Cr	1,437,305
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 18 \| LT	3%	₹143 Cr	345,547
NTPC Ltd (Utilities) Equity, Since 30 Nov 20 \| 532555	3%	₹141 Cr	3,955,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 17 \| BHARTIARTL	2%	₹133 Cr	717,149
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 May 23 \| 532843	2%	₹128 Cr	1,335,600
Park Medi World Ltd (Healthcare) Equity, Since 31 Dec 25 \| PARKHOSPS	2%	₹127 Cr	4,247,135

2. 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.

Research Highlights for Invesco India Contra Fund

Lower mid AUM (₹19,996 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.40% (bottom quartile).
3Y return: 16.16% (lower mid).
1Y return: 2.44% (lower mid).
Alpha: -2.01 (bottom quartile).
Sharpe: -0.45 (lower mid).
Information ratio: 0.80 (lower mid).

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund Growth
Launch Date	11 Apr 07
NAV (03 Aug 26)	₹137.5 ↑ 2.56 (1.90 %)
Net Assets (Cr)	₹19,996 on 30 Jun 26
Category	Equity - Contra
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.65
Sharpe Ratio	-0.45
Information Ratio	0.8
Alpha Ratio	-2.01
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.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,489
31 Jul 23	₹12,331
31 Jul 24	₹18,500
31 Jul 25	₹18,816
31 Jul 26	₹18,703

Invesco India Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 3 Aug 26

Duration	Returns
1 Month	3%
3 Month	7.7%
6 Month	1.8%
1 Year	2.4%
3 Year	16.2%
5 Year	13.4%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.1%
2023	30.1%
2022	28.8%
2021	3.8%
2020	29.6%
2019	21.2%
2018	5.9%
2017	-3.3%
2016	45.6%
2015	6.7%

Fund Manager information for Invesco India Contra Fund

Name	Since	Tenure
Taher Badshah	13 Jan 17	9.55 Yr.

Data below for Invesco India Contra Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	30.43%
Industrials	15.53%
Consumer Cyclical	15.31%
Health Care	12.29%
Technology	7.87%
Energy	4.71%
Basic Materials	4.21%
Real Estate	2.69%
Communication Services	2.43%
Consumer Defensive	1.82%

Asset Allocation

Asset Class	Value
Cash	1.07%
Equity	98.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 17 \| ICICIBANK	6%	₹1,261 Cr	9,166,642
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 20 \| LT	5%	₹1,050 Cr	2,535,263
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| 532215	4%	₹779 Cr	5,786,546
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 21 \| M&M	3%	₹682 Cr	2,222,444
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 25 \| RELIANCE	3%	₹631 Cr	4,878,249
Infosys Ltd (Technology) Equity, Since 30 Sep 13 \| INFY	3%	₹607 Cr	6,066,365 ↑ 775,377
State Bank of India (Financial Services) Equity, Since 31 May 26 \| SBIN	3%	₹523 Cr	5,094,371
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Dec 21 \| CHOLAFIN	3%	₹521 Cr	2,912,482
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 26 \| BHARTIARTL	2%	₹487 Cr	2,628,845
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Mar 24 \| APOLLOHOSP	2%	₹447 Cr	514,459

3. SBI Contra Fund

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

Research Highlights for SBI Contra Fund

Highest AUM (₹47,362 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.88% (upper mid).
3Y return: 12.00% (bottom quartile).
1Y return: 0.36% (bottom quartile).
Alpha: -1.15 (lower mid).
Sharpe: -0.57 (bottom quartile).
Information ratio: 0.68 (bottom quartile).

Below is the key information for SBI Contra Fund

SBI Contra Fund Growth
Launch Date	6 May 05
NAV (31 Jul 26)	₹380.524 ↑ 1.30 (0.34 %)
Net Assets (Cr)	₹47,362 on 30 Jun 26
Category	Equity - Contra
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.53
Sharpe Ratio	-0.57
Information Ratio	0.68
Alpha Ratio	-1.15
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.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹11,505
31 Jul 23	₹14,872
31 Jul 24	₹21,693
31 Jul 25	₹20,817
31 Jul 26	₹20,892

SBI Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 3 Aug 26

Duration	Returns
1 Month	2.3%
3 Month	2.2%
6 Month	-2.2%
1 Year	0.4%
3 Year	12%
5 Year	15.9%
10 Year
15 Year
Since launch	14.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.1%
2023	18.8%
2022	38.2%
2021	12.8%
2020	49.9%
2019	30.6%
2018	-1%
2017	-14.3%
2016	40.2%
2015	2.4%

Fund Manager information for SBI Contra Fund

Name	Since	Tenure
Dinesh Balachandran	7 May 18	8.24 Yr.
Pradeep Kesavan	1 Dec 23	2.67 Yr.

Data below for SBI Contra Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	23.47%
Basic Materials	9.72%
Health Care	8.83%
Consumer Cyclical	8.71%
Energy	8.12%
Utility	7.79%
Industrials	6.14%
Technology	4.91%
Consumer Defensive	4.46%
Communication Services	3.89%
Real Estate	1.57%

Asset Allocation

Asset Class	Value
Cash	2.99%
Equity	95.28%
Debt	1.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nifty Index 28-07-2026 Derivatives, Since 30 Jun 26 \| -	8%	₹3,602 Cr	1,500,265 ↑ 1,500,265
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 16 \| HDFCBANK	5%	₹2,430 Cr	30,449,258 ↓ -6,495,448
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| RELIANCE	5%	₹2,292 Cr	17,717,567
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| ICICIBANK	4%	₹2,047 Cr	14,881,550 ↑ 1,400,000
Biocon Ltd (Healthcare) Equity, Since 30 Jun 21 \| BIOCON	4%	₹1,676 Cr	40,073,925
Torrent Power Ltd (Utilities) Equity, Since 31 Oct 21 \| 532779	3%	₹1,271 Cr	8,982,410 ↑ 677,499
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 30 Jun 24 \| 534816	3%	₹1,258 Cr	32,126,692 ↑ 2,373,534
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| KOTAKBANK	3%	₹1,256 Cr	32,028,840
Punjab National Bank (Financial Services) Equity, Since 30 Sep 22 \| 532461	3%	₹1,236 Cr	115,846,832
GAIL (India) Ltd (Utilities) Equity, Since 28 Feb 21 \| 532155	2%	₹1,067 Cr	61,513,788

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?

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