CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
MF—IDCW

JM Contra Fund - Dividend

equityEquity - Contra FundBenchmark: BSE 500
NAV · 01 Apr 2011₹5.14+0.31%
AUM₹152 Crfrom this fund's primary plan
Expense Ratio2.37%
CAGR—
Exit LoadNil
Min SIP₹500from this fund's primary plan
Launched2007

Investment Objective

To provide capital appreciation by following contrarian style of investing that refers to buying into fundamentally sound stocks that have been overlooked by the market (for reasons of short term trend) and waiting for the market to give these stocks their real value in course of time.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Fund Managers
SK
Sanjay Kumar Chhabaria
Fund Manager
Key Information
2.37%
₹500from this fund's primary plan
₹5,000
Nil
Nil
Inception07 Sep 2007
AMC—
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.31%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.37%
Nil
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme