Contra Strategy

Contra Strategy aims to provide long term capital appreciation and generate returns by investing in underperforming stocks or sectors, which are available at intrinsic valuations and are expected to perform well in the long run.

It seeks to generate capital appreciation by investing predominantly in Equity & Equity Related Instruments through contrarian investing. The Strategy may invest in debt and money market mutual fund schemes for defensive consideration.

  • Contra Strategy was awarded 2nd as the Best PMS across all categories, on a 5Y Risk-Adjusted Returns.
  • Mr. Anand Shah has two decades of rich fund management experience.
  • Identify tomorrow’s leaders by picking businesses that are benefitting from both earnings growth and P/E rating.

Past Performance

Top Sector Holding (%)

Banks21.33
Ferrous Metals12.82
Retailing9.50
Diversified Metals5.83
Auto Components5.71

Market Cap Allocation (%)

Large Cap70.01
Mid Cap8.4
Small Cap20.07
Cash1.52