Asset Sadhu
Consensus/Contra Fund

Contra Fund

178 stocks tracked across 3 funds

#StockFunds HoldingOwnership
1
HDFC Bank Limited
INE040A01034
3/ 3
100.00%
2
ICICI Bank Limited
INE090A01021
3/ 3
100.00%
3
Reliance Industries Limited
INE002A01018
3/ 3
100.00%
4
Larsen & Toubro Limited
INE018A01030
3/ 3
100.00%
5
Axis Bank Limited
INE238A01034
3/ 3
100.00%
6
Bharti Airtel Limited
INE397D01024
3/ 3
100.00%
7
Infosys Limited
INE009A01021
3/ 3
100.00%
8
Tech Mahindra Limited
INE669C01036
3/ 3
100.00%
9
Kotak Mahindra Bank Ltd
INE237A01036
3/ 3
100.00%
10
Hindalco Industries Limited
INE038A01020
3/ 3
100.00%
11
State Bank of India
INE062A01020
2/ 3
66.67%
12
Tata Steel Ltd.
INE081A01020
2/ 3
66.67%
13
Indus Towers Ltd.
INE121J01017
2/ 3
66.67%
14
Bharat Electronics Limited
INE263A01024
2/ 3
66.67%
15
Maruti Suzuki India Limited
INE585B01010
2/ 3
66.67%
16
Shriram Finance Limited
INE721A01047
2/ 3
66.67%
17
Hero MotoCorp Ltd.
INE158A01026
2/ 3
66.67%
18
Swiggy Limited
INE00H001014
2/ 3
66.67%
19
FSN E-Commerce Ventures Limited
INE388Y01029
2/ 3
66.67%
20
IndusInd Bank Limited ^^^
INE095A01012
2/ 3
66.67%
21
UltraTech Cement Limited
INE481G01011
2/ 3
66.67%
22
KEI Industries Limited
INE878B01027
2/ 3
66.67%
23
ITC Ltd.
INE154A01025
2/ 3
66.67%
24
MphasiS Limited
INE356A01018
2/ 3
66.67%
25
Bank of Baroda
INE028A01039
2/ 3
66.67%
26
Tata Motors Ltd
INE1TAE01010
2/ 3
66.67%
27
Delhivery Limited
INE148O01028
2/ 3
66.67%
28
Global Health Limited
INE474Q01031
2/ 3
66.67%
29
Inter Globe Aviation Ltd
INE646L01027
2/ 3
66.67%
30
Voltas Limited
INE226A01021
2/ 3
66.67%
31
Samvardhana Motherson International Limited
INE775A01035
2/ 3
66.67%
32
Lupin Limited
INE326A01037
2/ 3
66.67%
33
J B Chemicals and Pharma Ltd
INE572A01036
2/ 3
66.67%
34
Timken India Limited
INE325A01013
2/ 3
66.67%
35
Mahindra & Mahindra Limited
INE101A01026
1/ 3
33.33%
36
Biocon Ltd.
INE376G01013
1/ 3
33.33%
37
NTPC LTD
INE733E01010
1/ 3
33.33%
38
Punjab National Bank
INE160A01022
1/ 3
33.33%
39
Torrent Power Ltd.
INE813H01021
1/ 3
33.33%
40
Fortis Healthcare India Ltd
INE061F01013
1/ 3
33.33%
41
Cholamandalam Investment and Finance Company Limited
INE121A01024
1/ 3
33.33%
42
GAIL (India) Ltd.
INE129A01019
1/ 3
33.33%
43
Glenmark Pharmaceuticals Limited
INE935A01035
1/ 3
33.33%
44
Apollo Hospitals Enterprise Limited
INE437A01024
1/ 3
33.33%
45
The Federal Bank Limited
INE171A01029
1/ 3
33.33%
46
POONAWALLA FINCORP LIMITED
INE511C01022
1/ 3
33.33%
47
BAJAJ FINANCE LTD.
INE296A01032
1/ 3
33.33%
48
PARK MEDI WORLD LIMITED (PARK HOSPITAL)
INE119201023
1/ 3
33.33%
49
GE VERNOVA T&D INDIA LIMITED
INE200A01026
1/ 3
33.33%
50
Dabur India Ltd.
INE016A01026
1/ 3
33.33%
51
BSE Limited
INE118H01025
1/ 3
33.33%
52
Coforge Limited
INE591G01025
1/ 3
33.33%
53
Radico Khaitan Ltd.
INE944F01028
1/ 3
33.33%
54
Shyam Metalics and Energy Limited
INE810G01011
1/ 3
33.33%
55
TVS Motor Company Limited
INE494B01023
1/ 3
33.33%
56
Mahindra & Mahindra Financial Services Ltd.
INE774D01024
1/ 3
33.33%
57
Prestige Estates Projects Limited
INE811K01011
1/ 3
33.33%
58
Oil & Natural Gas Corporation Ltd.
INE213A01029
1/ 3
33.33%
59
IPCA Laboratories Ltd.
INE571A01038
1/ 3
33.33%
60
Jindal Steel & Power Ltd
INE749A01030
1/ 3
33.33%
61
Dalmia Bharat Limited
INE00R701025
1/ 3
33.33%
62
Varun Beverages Ltd
INE200M01039
1/ 3
33.33%
63
PIRAMAL FINANCE LTD
INE202B01038
1/ 3
33.33%
64
BANK OF MAHARASHTRA
INE457A01014
1/ 3
33.33%
65
Bajaj Auto Ltd.
INE917I01010
1/ 3
33.33%
66
Aster DM Healthcare Ltd.
INE914M01019
1/ 3
33.33%
67
SRF LTD.
INE647A01010
1/ 3
33.33%
68
Coal India Limited
INE522F01014
1/ 3
33.33%
69
Divi's Laboratories Limited
INE361B01024
1/ 3
33.33%
70
APTUS VALUE HOUSING FINANCE
INE852O01025
1/ 3
33.33%
71
91 DAY T-BILL 14.05.26
IN002025X455
1/ 3
33.33%
72
Multi Commodity Exchange of India Limited
INE745G01043
1/ 3
33.33%
73
Hindustan Petroleum Corporation Limited
INE094A01015
1/ 3
33.33%
74
Century Plyboards (India) Ltd.
INE348B01021
1/ 3
33.33%
75
LTM Limited ‡
INE214T01019
1/ 3
33.33%
76
GODREJ CONSUMER PRODUCTS LTD.
INE102D01028
1/ 3
33.33%
77
ICICI Prudential Life Insurance Company Ltd.
INE726G01019
1/ 3
33.33%
78
Ashok Leyland Ltd.
INE208A01029
1/ 3
33.33%
79
RBL Bank Limited
INE976G01028
1/ 3
33.33%
80
Cognizant Technology Solutions Corporation
US1924461023
1/ 3
33.33%
81
Alkem Laboratories Ltd.
INE540L01014
1/ 3
33.33%
82
INDIAN BANK
INE562A01011
1/ 3
33.33%
83
Indian Oil Corporation Ltd.
INE242A01010
1/ 3
33.33%
84
KALPATARU PROJECTS INTERNATIONAL LIMITED
INE220B01022
1/ 3
33.33%
85
Craftsman Automation Limited
INE00LO01017
1/ 3
33.33%
86
ICICI Lombard General Insurance Company Limited
INE765G01017
1/ 3
33.33%
87
Cipla Ltd.
INE059A01026
1/ 3
33.33%
88
182 DAY T-BILL 04.06.26
IN002025Y362
1/ 3
33.33%
89
Union Bank of India
INE692A16LB9
1/ 3
33.33%
90
ASTRA MICROWAVE PRODUCTS LTD.
INE386C01029
1/ 3
33.33%
91
Epam Systems Inc
US29414B1044
1/ 3
33.33%
92
JUBILANT PHARMOVA LIMITED
INE700A01033
1/ 3
33.33%
93
Minda Industries Ltd.
INE405E01023
1/ 3
33.33%
94
Petronet LNG Ltd.
INE347G01014
1/ 3
33.33%
95
JAMMU KASHMIR BANK LTD
INE168A01041
1/ 3
33.33%
96
Cohance Lifesciences Limited
INE03QK01018
1/ 3
33.33%
97
Entero Healthcare Solutions Ltd
INE010601016
1/ 3
33.33%
98
METROPOLIS HEALTHCARE LTD.
INE112L01020
1/ 3
33.33%
99
Power Finance Corporation Ltd.
INE134E01011
1/ 3
33.33%
100
Embassy Office Parks Reit
INE041025011
1/ 3
33.33%
101
Ajanta Pharma Ltd.
INE031B01049
1/ 3
33.33%
102
Ambuja Cements Limited
INE079A01024
1/ 3
33.33%
103
Meesho Ltd
INE0VDM01015
1/ 3
33.33%
104
HCL Technologies Ltd.
INE860A01027
1/ 3
33.33%
105
Tata Motors Passenger Vehicles Ltd.
INE155A01022
1/ 3
33.33%
106
Aditya Birla Sun Life AMC Limited
INE404A01024
1/ 3
33.33%
107
CESC Ltd.
INE486A01021
1/ 3
33.33%
108
Eternal Limited
INE758T01015
1/ 3
33.33%
109
Aditya Birla Real Estate Limited
INE055A01016
1/ 3
33.33%
110
Jubilant Foodworks Limited ‡
INE797F01020
1/ 3
33.33%
111
Whirlpool of India Ltd.
INE716A01013
1/ 3
33.33%
112
United Spirits Ltd.
INE854D01024
1/ 3
33.33%
113
VISHAL MEGA MART LIMITED
INE01EA01019
1/ 3
33.33%
114
SBI Life Insurance Company Limited
INE123W01016
1/ 3
33.33%
115
Jyoti CNC Automation Ltd
INE980O01024
1/ 3
33.33%
116
Aadhar Housing Finance Limited
INE883F01010
1/ 3
33.33%
117
Honeywell Automation India Limited
INE671A01010
1/ 3
33.33%
118
LG ELECTRONICS INDIA LTD.
INE324D01010
1/ 3
33.33%
119
Small Industries Development Bank of India
INE556F08KN9
1/ 3
33.33%
120
Kalyan Jewellers India Limited
INE303R01014
1/ 3
33.33%
121
Grasim Industries Ltd.
INE047A01021
1/ 3
33.33%
122
HAPPY FORGINGS LTD
INE330T01021
1/ 3
33.33%
123
Wipro Ltd.
INE075A01022
1/ 3
33.33%
124
Black Buck Ltd
INE0UIZ01018
1/ 3
33.33%
125
Bandhan Bank Ltd.
INE545U01014
1/ 3
33.33%
126
Mankind Pharma Ltd.
INE634S01028
1/ 3
33.33%
127
TENNECO CLEAN AIR INDIA LIMITED
INE19RI01016
1/ 3
33.33%
128
Small Industries Development Bank of India
INE556F08KM1
1/ 3
33.33%
129
UPL Ltd.
INE628A01036
1/ 3
33.33%
130
Prism Johnson Ltd.
INE010A01011
1/ 3
33.33%
131
NMDC Ltd.
INE584A01023
1/ 3
33.33%
132
Britannia Industries Limited
INE216A01030
1/ 3
33.33%
133
Ashiana Housing Ltd.
INE365D01021
1/ 3
33.33%
134
Rallis India Ltd.
INE613A01020
1/ 3
33.33%
135
Nuvoco Vistas Corporation Ltd.
INE118D01016
1/ 3
33.33%
136
Life Insurance Corporation of India
INE0J1Y01017
1/ 3
33.33%
137
MedPlus Health Services Limited
INE804L01022
1/ 3
33.33%
138
Tata Consultancy Services Ltd.
INE467B01029
1/ 3
33.33%
139
Equitas Small Finance Bank Ltd.
INE063P01018
1/ 3
33.33%
140
Crompton Greaves Consumer Electricals Limited
INE299U01018
1/ 3
33.33%
141
ACC Ltd.
INE012A01025
1/ 3
33.33%
142
Neogen Chemicals Ltd.
INE136S01016
1/ 3
33.33%
143
The Ramco Cements Ltd.
INE331A01037
1/ 3
33.33%
144
Gland Pharma Ltd.
INE068V01023
1/ 3
33.33%
145
Sonata Software Limited
INE269A01021
1/ 3
33.33%
146
Steel Authority of India Ltd.
INE114A01011
1/ 3
33.33%
147
Asian Paints Ltd.
INE021A01026
1/ 3
33.33%
148
V-Mart Retail Limited
INE665J01013
1/ 3
33.33%
149
Afcons Infrastructure Limited
INE101I01011
1/ 3
33.33%
150
HDFC Asset Management Co. Ltd.
INE127D01025
1/ 3
33.33%
151
K.P.R. Mill Ltd.
INE930H01031
1/ 3
33.33%
152
BHARAT PETROLEUM CORPORATION LTD.
INE029A01011
1/ 3
33.33%
153
Aurobindo Pharma Ltd.
INE406A01037
1/ 3
33.33%
154
G R Infra projects Ltd.
INE201P01022
1/ 3
33.33%
155
National Bank for Agriculture and Rural Development
INE261F08EI9
1/ 3
33.33%
156
Wockhardt Limited
INE049B01025
1/ 3
33.33%
157
Orchid Pharma Limited
INE191A01027
1/ 3
33.33%
158
Disa India Ltd.
INE131C01011
1/ 3
33.33%
159
Indian Energy Exchange Ltd.
INE022Q01020
1/ 3
33.33%
160
National Bank for Agriculture and Rural Development
INE261F08EF5
1/ 3
33.33%
161
Grindwell Norton Ltd.
INE536A01023
1/ 3
33.33%
162
E.I.D-Parry (India) Ltd.
INE126A01031
1/ 3
33.33%
163
WENDT (India) Ltd.
INE274C01019
1/ 3
33.33%
164
Ingersoll Rand (India) Ltd.
INE177A01018
1/ 3
33.33%
165
V-Guard Industries Ltd.
INE951I01027
1/ 3
33.33%
166
KNR Constructions Limited
INE634I01029
1/ 3
33.33%
167
Sanofi India Ltd.
INE058A01010
1/ 3
33.33%
168
Carborundum Universal Ltd.
INE120A01034
1/ 3
33.33%
169
Gateway Distriparks Ltd.
INE079J01017
1/ 3
33.33%
170
Bank of India
INE084A01016
1/ 3
33.33%
171
Motherson Sumi Wiring India Ltd.
INE0FS801015
1/ 3
33.33%
172
Greenply Industries Ltd.
INE461C01038
1/ 3
33.33%
173
Automotive Axles Ltd.
INE449A01011
1/ 3
33.33%
174
Sula Vineyards Ltd.
INE142Q01026
1/ 3
33.33%
175
Hexaware Technologies Limited
INE093A01041
1/ 3
33.33%
176
364 DAY T-BILL 19.11.26
IN002025Z344
1/ 3
33.33%
177
TVS Motor Company Limited ^^
INE494B04019
1/ 3
33.33%
178
NMDC Steel Ltd.
INE0NNS01018
1/ 3
33.33%

Based on latest AMFI portfolio disclosures. Ownership % = fraction of Contra Fund funds holding this stock. Avg Wt. = average allocation across all funds that hold the stock. Max Wt. = highest single-fund allocation.

Which stocks do most Contra Fund funds own?

The most widely-held stocks among Contra Fund funds are HDFC Bank Limited (owned by 100.00% of funds), ICICI Bank Limited (100.00%), and Reliance Industries Limited (100.00%). These represent the consensus core portfolio for this category.

What is the consensus portfolio for Contra Fund funds?

34 stocks are held by more than half of all Contra Fund funds, forming the consensus core of this category. These are stocks that fund managers across Contra Fund collectively agree on, regardless of their individual portfolio strategies.

What does ownership percentage mean for Contra Fund consensus stocks?

Ownership % is the fraction of Contra Fund funds that hold a given stock. For example, an ownership of 80% means 8 out of every 10 Contra Fund funds own that stock. This data is computed from monthly AMFI portfolio disclosures across all 3 funds in the category.

How is the Contra Fund consensus data calculated?

The consensus data is built from AMFI's monthly portfolio disclosures. For each stock, we count how many Contra Fund funds hold it (fund_count), compute its ownership percentage (fund_count / total_funds), average weight across holding funds, and the maximum weight in any single fund. Data is refreshed monthly after AMFI publishes new disclosures.

Are there any stocks that almost every Contra Fund fund owns?

Yes — 10 stocks are owned by 80% or more of Contra Fund funds. These represent near-universal consensus positions that most active fund managers in this category hold, suggesting strong conviction across the industry.