MF Gyan
otherModerate risk14 years old

Tata Contra Fund -Direct Plan Dividend

A specialised fund. Check the scheme details for what it invests in. From Tata Mutual Fund. It's been running since 4 Jan 2013.

Latest price per unit
₹15.598
▼ 0.10% today
As of 15 Feb 2013 · updated once each business day
Not enough price history yet to tell the money story.
How it compares to peers

Vs 500 other funds in Income

Same plan
Bumpiness (3Y)
9.54%median 4.87% (+4.67%)
Rank #321 of 501Less risky than 35% of peers
Worst-ever drop
-5.29%median -6.85% (+1.56%)
Rank #268 of 501Less risky than 46% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
9.5%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-5.29%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Tata Contra Fund -Direct Plan Dividend against other other funds.

Technical details (for the pros)
CAGR — 1 year—
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch-32.13%
Volatility — 1 year (annualised)9.54%
Volatility — 3 years (annualised)9.54%
Max drawdown — 1 year-5.29%
Max drawdown — 3 years-5.29%
Sharpe ratio — 1 year (rf=6%)-4.55
Sharpe ratio — 3 years (rf=6%)-4.55

Fund info

Fund house
Tata Mutual Fund
Category
Income
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
119324
First price on record
4 Jan 2013 · 31 daily prices

About Tata Contra Fund -Direct Plan Dividend

Tata Contra Fund -Direct Plan Dividend is a Income offered by Tata Mutual Fund under the Direct plan with the Dividend option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Tata Contra Fund -Direct Plan Dividend is ₹15.5980 (as of 15 Feb 2013). Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 9.5% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 5.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Tata Contra Fund -Direct Plan Dividend?+

The latest NAV of Tata Contra Fund -Direct Plan Dividend is ₹15.5980 as of 15 Feb 2013, down 0.10% from the previous day. NAV is updated once a business day after the market close.

What category does Tata Contra Fund -Direct Plan Dividend belong to?+

Tata Contra Fund -Direct Plan Dividend is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Tata Contra Fund -Direct Plan Dividend?+

Based on its 3-year annualised volatility of 9.5%, Tata Contra Fund -Direct Plan Dividend sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Tata Contra Fund -Direct Plan Dividend a direct plan?+

Tata Contra Fund -Direct Plan Dividend is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Tata Contra Fund -Direct Plan Dividend?+

Tata Contra Fund -Direct Plan Dividend has NAV history available from 4 Jan 2013 — approximately 14 years of track record and 31 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.