Invesco India Contra Fund vs Kotak India EQ Contra Fund compare

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Kotak Contra Fund - Growth

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Invesco India Contra Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
Fund	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4921 Cr	₹20173 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

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
1 Month	0.65%	0.73%
6 Month	5.76%	4.12%
1 Year	2.38%	0.48%
3 Year	19.66%	18.71%
5 Year	20.58%	19.35%

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
6 Month	3.7%	2.74%
1 Year	17.24%	13.72%
3 Year	18.05%	18.33%
5 Year	18.84%	18.17%

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
1 Year	13.72%	12.3%
3 Year	13.64%	16.8%
5 Year	13.9%	15.97%

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
Standard Deviation	13.28%	12.32%
Sharp	1.01%	0.98%
Beta	0.98%	0.99%
Alpha	4.19%	2.62%

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
Name	Shibani Kurian	Amit Ganatra
Total AUM	₹0 Cr	₹23585 Cr
Funds Managed	5	5
	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
Others	10.07	4.03
Large Cap	53.51	59.06
Mid Cap	19.5	23.2
Small Cap	16.93	13.71

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
Others	2.48	4.03
Energy	4.77	-
Technology	10.05	-
Consumer Cyclical	12.05	-
Basic Materials	8.62	-
Industrials	10.45	-
Financial Services	31.99	-
Healthcare	8.72	-
Consumer Defensive	4.72	-
Utilities	3.15	-
Communication Services	2.99	-
Telecom - Services	-	2.04
Petroleum Products	-	3.03
IT - Software	-	9.43
Retailing	-	7.72
Auto Components	-	2.08
Construction	-	4.28
Consumer Durables	-	3.11
Banks	-	21.93
Diversified FMCG	-	0.47
Pharmaceuticals & Biotechnology	-	7.59
Electrical Equipment	-	0.83
Paper, Forest & Jute Products	-	0.9
Cement & Cement Products	-	1.16
Transport Services	-	1.36
Automobiles	-	5.38
Capital Markets	-	2.44
Finance	-	4.54
Insurance	-	2.09
Beverages	-	1.19
Food Products	-	0.41
Aerospace & Defense	-	1.86
Chemicals & Petrochemicals	-	0.36
Industrial Products	-	3.39
Healthcare Services	-	3.97
Industrial Manufacturing	-	1.49
Leisure Services	-	1.19
Realty	-	1.73