Fund SIP returns · Contra Funds
Contra Fund SIP returns compared
3 contra funds, ordered by the XIRR of a monthly SIP over the same last 5 years, so every fund is measured over identical dates. Funds with under 5 years of history are listed last. Official AMFI NAVs, as of 4 Oct 2026.
| Fund | Data from | 5-yr SIP XIRR (to today) | Ahead of Nifty 500 index fund | Median rolling 5-yr | Worst rolling 5-yr | 5-yr SIPs that lost money |
|---|---|---|---|---|---|---|
| Kotak Contra Fund | Apr 2006 | 11.8% | 100%49 3-yr SIPs | 14.3% | -4.4% | 1% |
| Invesco India Contra Fund | May 2007 | 10.8% | 100%49 3-yr SIPs | 17.3% | -3.8% | 1% |
| SBI Contra Fund | Apr 2006 | 9.7% | 88%49 3-yr SIPs | 13.9% | -11.5% | 4% |
Direct plan where it has 3+ years of history, otherwise Regular. Rolling columns use the plan with the longer history and cover each fund's own history (see “Data from”), so they are not comparable across funds with different start dates. “Ahead of Nifty 500 index fund” is the share of rolling SIPs (5-year where that spans 3+ years of start dates, else 3-year) in which the fund beat a Nifty 500 index fund on the same dates; it only covers months since that index fund launched. Ordering is by historical figures only — it is not a ranking of which fund to buy. Past performance does not indicate future returns.