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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—Growth

JM Contra Fund - Growth

equityEquity - Contra FundBenchmark: BSE 500
NAV · 01 Apr 2011₹5.14+0.31%
AUM₹152 Cr
Expense Ratio2.37%
CAGR—
Exit LoadNil
Min SIP₹500
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%
Asset Allocation
Domestic Equity84.3%
Cash & Equivalents8.2%
Other7.6%
Fund Managers
SK
Sanjay Kumar Chhabaria
Fund Manager
Key Information
2.37%
₹500
₹5,000
Nil
Nil
Inception07 Sep 2007
AMC—
Top Holdings
1CBLO & Others*8.19%
2Equity less than 2% of corpus7.56%
3Reliance Industries6.97%
4Tata Motors5.74%
5Larsen & Toubro5.58%
6Infosys Technologies5.47%
7TATA Consultancy Service4.51%
8Eicher Motors3.89%
9Grasim Industries 3.58%
10Standard Chartered Bank 3.47%
Sector Allocation
Other82.6%
On This Page
NAV growthAsset allocationTop 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
₹500
₹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