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NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 04 Jun 2026 – 20 Aug 2026, limited by Motilal Oswal Contra Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | SBI Contra Fund | Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment | Invesco India Contra Fund | Motilal Oswal Contra Fund | Nifty 500 |
|---|---|---|---|---|---|
| 04 Jun 2026 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 10 Jun 2026 | ₹98.88 | ₹99.42 | ₹99.49 | ₹99.30 | ₹98.83 |
| 17 Jun 2026 | ₹101.37 | ₹102.72 | ₹103.62 | ₹102.54 | ₹102.72 |
| 23 Jun 2026 | ₹100.89 | ₹102.80 | ₹103.59 | ₹104.49 | ₹102.28 |
| 30 Jun 2026 | ₹101.04 | ₹103.21 | ₹103.75 | ₹103.76 | ₹102.21 |
| 06 Jul 2026 | ₹102.51 | ₹105.31 | ₹105.54 | ₹106.26 | ₹104.16 |
| 13 Jul 2026 | ₹102.68 | ₹104.98 | ₹105.69 | ₹106.23 | ₹103.78 |
| 19 Jul 2026 | ₹102.86 | ₹105.13 | ₹105.14 | ₹105.78 | ₹103.73 |
| 25 Jul 2026 | ₹101.30 | ₹102.80 | ₹103.13 | ₹104.43 | ₹101.85 |
| 01 Aug 2026 | ₹103.43 | ₹105.11 | ₹106.25 | ₹105.63 | ₹104.28 |
| 07 Aug 2026 | ₹104.10 | ₹106.65 | ₹108.34 | ₹106.16 | ₹105.40 |
| 14 Aug 2026 | ₹103.55 | ₹105.93 | ₹108.09 | ₹106.14 | ₹104.88 |
| 20 Aug 2026 | ₹102.92 | ₹105.81 | ₹108.22 | ₹105.31 | ₹104.51 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
| Overlap | SBI Contra Fund | Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment | Invesco India Contra Fund | Motilal Oswal Contra Fund |
|---|---|---|---|---|
| SBI Contra Fund | ||||
| Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment | ||||
| Invesco India Contra Fund | ||||
| Motilal Oswal Contra Fund |
Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment and Invesco India Contra Fund share 34% of their equity book by weight.
Shared holdings — Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment vs Invesco India Contra Fund
| Stock | Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment | Invesco India Contra Fund | |
|---|---|---|---|
| ICICI Bank Ltd | 5.65% | 6.47% | 5.65% |
| Reliance Industries Ltd | 2.93% | 3.25% | 2.93% |
| Larsen & Toubro Ltd | 2.75% | 5.40% | 2.75% |
| State Bank of India | 3.44% | 2.69% | 2.69% |
| Bharti Airtel Ltd | 2.54% | 2.50% | 2.50% |
| Axis Bank Ltd | 2.25% | 4.00% | 2.25% |
| Bharat Electronics Ltd | 1.58% | 1.86% | 1.58% |
| Infosys Ltd | 1.51% | 3.12% | 1.51% |
| Indusind Bank Ltd | 1.46% | 1.52% | 1.46% |
| Global Health Ltd | 1.54% | 1.42% | 1.42% |
| Interglobe Aviation Ltd | 1.41% | 1.43% | 1.41% |
| Kei Industries Ltd | 1.29% | 2.02% | 1.29% |
| Tech Mahindra Ltd | 1.82% | 1.23% | 1.23% |
| Bank Of Baroda | 1.07% | 1.31% | 1.07% |
| Ultratech Cement Ltd | 1.89% | 0.99% | 0.99% |
5 more stocks in common. 20 shared of 60 / 67 positions. Weights are shown as a share of each fund's equity book.
| Metric | SBI · Direct · IDCW NAV ₹87.98 Very High risk ★★★★☆ CAT | Kotak Mahindra · Direct · IDCW NAV ₹66.07 Very High risk ★★★★☆ CAT | Invesco · Direct · IDCW NAV ₹67.84 Very High risk ★★★☆☆ CAT | Motilal Oswal · Direct · IDCW NAV ₹10.47 Very High risk Unrated |
|---|---|---|---|---|
| -0.01% | +3.95%Best in row | -8.72% | — | |
| +13.38% | +17.85%Best in row | +12.89% | — | |
| +17.53%Best in row | +16.25% | +10.97% | — | |
| +13.11%Best in row | +12.25% | +10.15% | — | |
| +12.62% | +10.07% | +12.53% | +5.31% | |
| +12.76% | +15.34%Best in row | +9.68% | +1.09% | |
| +14.82%Best in row | +11.83% | +13.42% | — | |
| +14.06%Best in row | +10.95% | +12.13% | — | |
| +13.79%Best in row | +11.26% | +12.63% | — | |
| Risk | ||||
| 12.53% | 14.53% | 15.70% | 11.05%Best in row | |
| 0.55 | 0.78Best in row | 0.41 | — | |
| 0.73 | 1.06Best in row | 0.53 | — | |
| -50.52% | -46.72% | -43.44% | -2.41%Best in row | |
| +1.35% | +5.13%Best in row | +0.21% | — | |
| 0.90 | 1.00 | 1.18 | — | |
| 95.0% | 114.8% | 115.8% | — | |
| 85.2%Best in row | 91.1% | 123.1% | — | |
| 0.83% | 0.77% | 0.77% | 2.34% | |
| ₹45,949Cr | ₹5,331Cr | ₹19,492Cr | ₹98.62Cr | |
| Up to 0.25% | 1.00% | Up to 1.00% | 1.00% | |
| ₹500 | ₹100 | ₹100 | ₹500 | |
| ₹5.00K | ₹100 | ₹1.00K | ₹500 | |
| 130% | 31% | 19% | — | |
| Dinesh Balachandran · 8.3y | Shibani Sircar Kurian · 7.3y | Taher Badshah · 9.6y | Ankit Agarwal | |
| 02 Jan 2013 | 07 Jan 2013 | 02 Jan 2013 | 04 Jun 2026 | |
| 82 | 60 | 67 | 30 | |
| 32.8% | 32.5% | 34.9% | 47.3% | |
| 0.9% | 2.0% | 1.1% | 9.8% | |
2 rows carry the same value for every fund — show
- Benchmark
- Nifty 500
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.