Top 3 opposing funds with the highest returns in 3 years: Investment in Rs 2,99,999 in the first fund has jumped to Rs 6,42,508
The three largest opposition funds with the highest returns in three years: Oppose the funds to follow the counter-trend investment strategy. They invest in undervalued, neglected and undervalued stocks and have the potential to soar in the future. Their strategies are very similar to value-oriented funding. That’s why a fund house can have an opposition or value fund. Another condition against funds is that they need to have at least 65% of their stock investment. Investors who invest long-term may find opposition funds that are suitable for them. Here we take you to get 3 opposition funds that give at least 27% of annual salary in 3 years.
Invesco India Contra Fund – Direct Program – Growth
The fund gave 28.90% annual returns over a three-year period.
Its assets under management (AUM) are Rs 183,980.2 crore, while its net assets value (NAV) as of June 25, 2024 was Rs 158.95.
Since its inception in January 2013, the fund has benchmarked the BSE 500 TRI, which has received 19.30% annual returns.
The fund owns 39.12% of largecap, 17.41% of middle-selling stocks and 7.85% of small-cap stocks in its portfolio.
The main stocks in its 82-share portfolio are HDFC Bank, ICICI Bank, Infosys, M&M and Axis Bank.
The fund has a fee ratio of 0.55%, with a minimum SIP investment of Rs 500 and a minimum one-time investment of Rs 1,000.
The fund’s investment of Rs 29,999 has grown to Rs 6,42,508 in 3 years.
Kotak India EQ Contra Fund – Direct Plan – Growth
The fund gave an annual return of 27.84% over a three-year timeframe.
Its AUM is Rs 42.83 crore, while its NAV is Rs 176.28 as of June 24, 2024.
Since its launch in January 2013, the fund’s benchmark for the Nifty 500 TRI is 17.47%.
The fund owns 60.8% of LargeCap, 17.78% of middle-class stocks and 20.19% of small-cap stocks in its portfolio.
The main stocks in its 54-share portfolio are HDFC Bank, ICICI Bank, SBI and RIL.
The fund is Rs 1,000 at a fee ratio of 0.58% as a minimum SIP investment and Rs 5,000 as a minimum one-time investment.
Over the three-year period, the fund’s one-time investment was Rs 2,99,999, jumping to Rs 6,26,787.
SBI Contra Fund – Direct Program – Growth
The fund gave an annual return of 27.02% within 3 years.
It has an AUM of Rs 454,960 crore, while its NAV is Rs 419 as of June 24, 2024.
Since January 2013, the fund’s benchmark for BSE 500 TRI is 16.91%.
The fund owns 62.67% of LargeCap, 13.63% of middle-class stocks and 13.39% of small-cap stocks in its portfolio.
The main stocks in its 82-share portfolio are HDFC, Nifty 50, RIL and Nifty Bank.
The fund has a fee ratio of 0.62%, with a minimum SIP investment of Rs 500 and a minimum one-time investment of Rs 5,000.
The fund’s one-time investment is Rs 2,9999 and has been converted to Rs 6,14,803 over a 3-year timeframe.
