SBI Contra vs JM Value
- Thread starter Zombie96
- Start date
The INSANE Trader
KF Mentor
SBI Contra Fund
This fund aims to invest in stocks that are undervalued or out of favor in the market. The idea is to capitalize on these stocks when they are trading below their intrinsic value. The fund follows a contrarian approach, which means it invests in sectors or stocks that are currently underperforming but have potential for future growth. Generally, contrarian funds can be more volatile since they invest in less popular or undervalued stocks. However, they have the potential for high returns if the market turns in favor of these stocks.
Performance: The performance can be cyclical and might underperform during periods when popular or high-growth stocks are in favor. Long-term performance might be more rewarding if the undervalued stocks appreciate.
JM Value Fund
This fund seeks to invest in value stocks that are undervalued compared to their intrinsic worth. It aims for capital appreciation over the long term by picking stocks that are trading below their historical valuation metrics. The fund also follows a value investing approach, focusing on stocks with strong fundamentals but low market valuations. Value funds are generally considered less volatile compared to contrarian funds because they focus on companies with strong fundamentals. However, like all value funds, they might lag in periods when growth stocks are leading the market.
Performance: Historically, value funds have provided steady returns over the long term. They might not perform as well in short-term bull markets but tend to offer good returns in the long run.
NOTE:- If you prefer a more stable and predictable investment with a focus on solid fundamentals, JM Value Fund might be the better choice. If you are comfortable with higher risk and volatility for potentially higher returns, SBI Contra Fund could be suitable. Ultimately, the choice depends on your individual financial goals, risk tolerance, and investment horizon.
The INSANE Trader
KF Mentor
Flexicap is good because of its diversification nature..according to me if you have a flexicap fund for a long time horizon then you can hold it without any hesitation. Rest is your choice
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zacobite
KF Mentor
He is a JM Financial fan..Flexicap is good because of its diversification nature..according to me if you have a flexicap fund for a long time horizon then you can hold it without any hesitation. Rest is your choice
The INSANE Trader
KF Mentor
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Zombie96
KF Ace
I am not a fan of anyone. I'm simply a first-time investor looking to learn and evaluate all the options available to me. If asking questions makes me aHe is a JM Financial fan..
to big-time investors like you, so be it.
zacobite
KF Mentor
@Zombie96.. No one is critical of your Qs.. .I am not a fan of anyone. I'm simply a first-time investor looking to learn and evaluate all the options available to me. If asking questions makes me a
is a funny emoji thats all... You are reading into things that aren't there...And what's wrong if you are called a fan.. Is it derogatory in any way.. Chill!!Should i take offense to you sarcastically calling me a 'Big Investor' 🏔?? Hope not
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The INSANE Trader
KF Mentor
Nothing like that Sir don't feel bad @zacobite was not making fun of you he just tried to add little spice to a serious discussion. Don't get offend here everybody is a learner. And if we are in a classroom then we gain knowledge and have fun too. CheersI am not a fan of anyone. I'm simply a first-time investor looking to learn and evaluate all the options available to me. If asking questions makes me a
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