Invesco India Contra Fund vs Kotak India EQ Contra Fund compare
Kotak India EQ Contra Fund - Growth
Invesco India Contra Fund - Growth
Chart Comparison
Overview
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
Fund | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3845 Cr | ₹17168 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Jul 2005 | 11 Apr 2007 |
Category | Contra | Contra |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 23.64% | 63% |
Expense Ratio | 1.88 | 1.64 |
Manager | Shibani Kurian | Amit Ganatra |
ISIN Code | INF174K01245 | INF205K01189 |
Exits Load | Kotak India EQ Contra Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Invesco India Contra Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Month | 3.75% | 3.67% |
6 Month | 0.29% | 0.17% |
1 Year | 6.35% | 12.76% |
3 Year | 23.2% | 22.94% |
5 Year | 28.19% | 27% |
SIP Return Analysis
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
6 Month | 5.44% | 5.73% |
1 Year | 2.11% | 6.03% |
3 Year | 21.12% | 22.63% |
5 Year | 20.97% | 20.97% |
Rolling Lumpsum Returns
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Year | 14.95% | 13.22% |
3 Year | 13.23% | 16.23% |
5 Year | 13.43% | 15.48% |
Risk Management
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
Standard Deviation | 14.541% | 12.32% |
Sharp | 0.73% | 0.9% |
Beta | 0.98% | 0.97% |
Alpha | 4.042% | 4.06% |
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Fund Managers
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
Name | Shibani Kurian | Amit Ganatra |
Total AUM | ₹0 Cr | ₹23585 Cr |
Funds Managed | 5 | 5 |
Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
Market Cap
Scheme Name |
Kotak India EQ Contra Fund - Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 2.65 | 3.06 |
Large Cap | 59.59 | 58.98 |
Small Cap | 22.58 | 15.26 |
Mid Cap | 15.18 | 22.7 |
Sector Allocation
Scheme Name |
Kotak India EQ Contra Fund - Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 0.97 | 3.06 |
Energy | 4.84 | - |
Technology | 13.97 | - |
Consumer Cyclical | 10.52 | - |
Industrials | 9.62 | - |
Consumer Defensive | 6.18 | - |
Healthcare | 7.67 | - |
Financial Services | 28.04 | - |
Real Estate | 1.11 | - |
Utilities | 5.01 | - |
Basic Materials | 7.26 | - |
Communication Services | 4.79 | - |
Telecom - Services | - | 1.97 |
IT - Software | - | 9.18 |
Auto Components | - | 1.64 |
Retailing | - | 7.42 |
Construction | - | 2.64 |
Finance | - | 5.28 |
Consumer Durables | - | 2.79 |
Pharmaceuticals & Biotechnology | - | 9.31 |
Banks | - | 24.04 |
Electrical Equipment | - | 0.93 |
Paper, Forest & Jute Products | - | 0.86 |
Cement & Cement Products | - | 1.29 |
Petroleum Products | - | 1.33 |
Transport Services | - | 0.51 |
Automobiles | - | 4.53 |
Capital Markets | - | 2.33 |
Insurance | - | 2.09 |
Diversified FMCG | - | 0.79 |
Beverages | - | 1.15 |
Food Products | - | 0.51 |
Aerospace & Defense | - | 2.56 |
Chemicals & Petrochemicals | - | 0.48 |
Industrial Products | - | 1.96 |
Leisure Services | - | 1.41 |
Healthcare Services | - | 3.86 |
Fertilizers & Agrochemicals | - | 0.37 |
Industrial Manufacturing | - | 1.7 |
Power | - | 2.77 |
Realty | - | 1.24 |
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