Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Kotak Contra Fund - Direct Plan - Growth
3Y ago₹1.59 L
5Y ago₹2.03 L
sectorDirect
SBI CONTRA FUND - Direct Plan - Growth
3Y ago₹1.41 L
5Y ago₹2.13 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Kotak Contra Fund - Direct Plan… | SBI CONTRA FUND - Direct Plan -… |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Category | Equity Scheme - Contra Fund | Equity Scheme - Contra Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹184.257 | ₹414.7433 |
| Assets managed (AUM) | — | — |
| 1M return | -0.11% | -1.00% |
| 6M return | -0.05% | -3.32% |
| 1Y return | 4.91% | 0.94% |
| 3Y CAGR | 16.65% | 12.05% |
| 5Y CAGR | 15.20% | 16.28% |
| Since inception CAGR | 16.23% | 15.26% |
| Bumpiness · 3Y (annualised σ) | 14.59 | 12.57 |
| Worst drop ever | -37.89% | -44.74% |
| Sharpe · 3Y (rf=6%) | 0.67 | 0.44 |