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Home > Mutual Funds > Compare > JM Value Fund vs SBI Contra Fund

Compare JM Value Fund vs SBI Contra Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

​
Equity
Value Oriented
4.0
Invest now
​
Equity
Value Oriented
5.0
Invest now
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.19
1.52
NAV
₹98.85
₹371.26
Fund Started
25 Mar 1997
09 May 2005
Fund Size
₹1066.84 Cr
₹40486.05 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1% if redeemed within 1 year

Risk

Very High
Very High

Rating

4.0
5.0

Min SIP Amount

₹100
₹500

Expense Ratio

2.19
1.52

NAV

₹98.85
₹371.26

Fund Started

25 Mar 1997
09 May 2005

Fund Size

₹1066.84 Cr
₹40486.05 Cr

Exit Load

Exit load of 1%, if redeemed within 30 days.
Exit load of 1% if redeemed within 1 year
1 Year
36.01%
31.44%
3 Year
22.12%
21.33%
5 Year
24.16%
29.58%

1 Year

36.01%
31.44%

3 Year

22.12%
21.33%

5 Year

24.16%
29.58%
Equity
98.51%
87.20%
Cash
1.49%
7.32%

Equity

98.51%
87.20%

Cash

1.49%
7.32%
Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
6.60%
Infosys Ltd.
4.35%
ICICI Bank Ltd.
4.00%
Dr. Reddy's Laboratories Ltd.
3.49%
NTPC Ltd.
2.98%
Larsen & Toubro Ltd.
2.61%
State Bank of India
2.46%
Suven Pharmaceuticals Ltd.
2.22%
REC Ltd.
2.21%
Amber Enterprises India Ltd.
2.16%
Name
Assets
HDFC Bank Ltd.
5.45%
Nifty Bank
4.41%
Nifty 50
3.92%
Reliance Industries Ltd.
3.12%
Tech Mahindra Ltd.
2.30%
Kotak Mahindra Bank Ltd.
2.19%
State Bank of India
2.08%
GAIL (India) Ltd.
2.03%
ITC Ltd.
2.02%
Whirlpool Of India Ltd.
1.99%

Top 10 Holdings

Name
Assets
HDFC Bank Ltd.
6.60%
Infosys Ltd.
4.35%
ICICI Bank Ltd.
4.00%
Dr. Reddy's Laboratories Ltd.
3.49%
NTPC Ltd.
2.98%
Larsen & Toubro Ltd.
2.61%
State Bank of India
2.46%
Suven Pharmaceuticals Ltd.
2.22%
REC Ltd.
2.21%
Amber Enterprises India Ltd.
2.16%
Name
Assets
HDFC Bank Ltd.
5.45%
Nifty Bank
4.41%
Nifty 50
3.92%
Reliance Industries Ltd.
3.12%
Tech Mahindra Ltd.
2.30%
Kotak Mahindra Bank Ltd.
2.19%
State Bank of India
2.08%
GAIL (India) Ltd.
2.03%
ITC Ltd.
2.02%
Whirlpool Of India Ltd.
1.99%
Name
Satish Ramanathan
Dinesh Balachandran
Start Date
01 Oct 2024
04 May 2018

Name

Satish Ramanathan
Dinesh Balachandran

Start Date

01 Oct 2024
04 May 2018
Description
The scheme aims to provide long term capital growth by investing primarily in a well-diversified portfolio of undervalued securities.
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.
Launch Date
25 Mar 1997
09 May 2005

Description

The scheme aims to provide long term capital growth by investing primarily in a well-diversified portfolio of undervalued securities.
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.

Launch Date

25 Mar 1997
09 May 2005