Optional
Optional
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The scheme is ranked 1 in Contra Fund category by Crisil (for quarter ended Jun 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
Lotus India Mutual Fund renames as Religare Mutual Fund w.e.f. February 5, 2009.
| Period | Returns(%) | Rank# |
|---|---|---|
| 1 Month | 6.7 | 2 |
| 3 Months | 8.1 | 4 |
| 6 Months | 8.4 | 4 |
| 1 Year | 25.0 | 2 |
| 2 Years | 20.5 | 3 |
| 3 Years | 16.5 | 2 |
| 5 Years | 29.0 | 2 |
# Moneycontrol Rank within 6 Contra Fund Schemes
*Returns over 1 year are Annualised
* Calculation Remark - Dividends are reinvested at the rate of return
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2018 | -5.5 | 1.3 | - | - | - |
| 2017 | 14.9 | 3.0 | 3.5 | 15.8 | 44.9 |
| 2016 | -3.7 | 8.5 | 7.5 | -7.3 | 6.1 |
| 2015 | 5.8 | -2.9 | -2.2 | 2.1 | 3.8 |
| 2014 | 9.1 | 25.4 | 9.5 | 8.3 | 62.4 |
| 2013 | -8.8 | -2.5 | -5.5 | 21.3 | 3.9 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | 6.7 | 8.1 | 8.4 | 25 | 20.5 | 16.5 | 29 |
| Category average | 5.8 | 5.2 | 5.9 | 16.3 | 16.1 | 12.7 | 22.2 |
| Difference of Fund returns and Category returns | 0.9 | 2.9 | 2.5 | 8.7 | 4.4 | 3.8 | 6.8 |
| Best of Category | 6.8 | 9 | 13.2 | 26.9 | 22.5 | 18.3 | 30.9 |
| Worst of Category | 4.9 | 2.5 | -3.1 | 7.2 | 8.9 | 8.3 | 18.2 |
| Benchmark returns # | 5.3 | 8.2 | 7.8 | 16.2 | 15.9 | 12.5 | 19.2 |
| Difference of Fund returns and Benchmark returns | 1.4 | -0.1 | 0.6 | 8.8 | 4.6 | 4 | 9.8 |
To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
Open-Ended
Growth
Mar 15, 2007
S&P BSE 500
975.32 ( Mar 31, 2018 )
Mar 31, 2018
Rs.5000
N.A.
Taher Badshah / Amit Ganatra
View performance of schemes managed by the Fund Manager
Lotus India Mutual Fund renames as Religare Mutual Fund w.e.f. February 5, 2009.
N.A
1.00%
Exit load of 1% is payable if units are redeemed / switched -out on or before 2 years from the date of allotment.
Unit No. 2101 A, 21st Floor, A-Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai, 400 013
022-67310000
022-23019422
| Fund | Crisil Rank | Assets(Rs Cr.) | Current NAV | 3mth(%) | 6mth(%) | 1yr(%) | 3yr(%) | 5yr(%) |
|---|---|---|---|---|---|---|---|---|
| SBI Contra Fund (G) | 1,788.68 | 113.5 | 2.5 | -3.1 | 7.2 | 8.3 | 18.2 | |
| SBI Contra Fund - Direct Plan (G) | 50.77 | 117.6 | 2.7 | -2.7 | 8.0 | 9.0 | 19.0 | |
| Invesco India Contra Fund (G) | 975.32 | 49.8 | 8.1 | 8.4 | 25.0 | 16.5 | 29.0 | |
| Kotak India EQ Contra Fund - Regular Plan (G) | 159.99 | 53.4 | 8.7 | 12.6 | 19.9 | 14.4 | 20.2 | |
| Kotak India EQ Contra Fund - Direct Plan (G) | 18.86 | 57.4 | 9.0 | 13.2 | 21.6 | 16.2 | 21.9 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| HDFC Bank | Banking/Finance | 101.76 | 7.43 |
| Reliance | Oil & Gas | 79.57 | 6.77 |
| HDFC | Banking/Finance | 92.72 | 5.81 |
| Infosys | Technology | 58.62 | 5.57 |
| ICICI Bank | Banking/Finance | 62.59 | 4.72 |
| ITC | Tobacco | 52.73 | 4.57 |
| Larsen | Engineering | 76.29 | 4.28 |
| M&M | Automotive | 64.65 | 3.85 |
| Cipla | Pharmaceuticals | 42.59 | 3.18 |
| Exide Ind | Automotive | 43.55 | 3.11 |
| Equity | 96.14 |
| Others | 0.72 |
| Debt | 0.00 |
| Mutual Funds | 0.00 |
| Money Market | 0.00 |
| Cash / Call | 3.14 |
| Sector | % |
|---|---|
| Banking/Finance | 28.40 |
| Oil & Gas | 14.20 |
| Automotive | 13.90 |
| Technology | 11.16 |
| Pharmaceuticals | 5.70 |
| Engineering | 5.44 |
| Holdings | % |
|---|---|
| Top 5 | 30.3 |
| Top 10 | 96.14 |
| Sectors | % |
|---|---|
| Top 3 | 56.5 |
Mar 03, 2017
