S Naren’s art of contra investing: HDFC Bank, Natco Pharma, other 7 top picks down up to 39% from 52-week highs. What this means

The portfolio of this contra fund is spread across 13 sectors with highest allocation in retailing of around 12.17%. This was followed by 11.79% in automobiles and ancillaries, and 11.21% in the healthcare sector. The fund holds 42.35% in large caps, 17.89% in mid caps, 24.27% in small caps, and 15.5% in others.