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Invesco India Contra Fund vs Kotak India EQ Contra Fund compare
Kotak Contra Fund - Growth
Invesco India Contra Fund - Growth
Chart Comparison
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) | ₹4493 Cr | ₹18981 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 Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 1 Month | 2.99% | 2.86% |
| 6 Month | 17.48% | 16.8% |
| 1 Year | -2.2% | -1.24% |
| 3 Year | 21.47% | 20.14% |
| 5 Year | 23.48% | 22.16% |
SIP Return Analysis
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | 4.35% | 3.58% |
| 1 Year | 11.65% | 9.85% |
| 3 Year | 18.72% | 19.59% |
| 5 Year | 19.16% | 18.84% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 1 Year | 14.2% | 12.75% |
| 3 Year | 13.47% | 16.48% |
| 5 Year | 13.65% | 15.77% |
Risk Management
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| Standard Deviation | 13.59% | 12.32% |
| Sharp | 0.93% | 0.93% |
| Beta | 0.99% | 0.98% |
| Alpha | 4.88% | 3.51% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Contra Fund - Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 5.89 | 10.53 |
| Large Cap | 55.95 | 51.14 |
| Mid Cap | 20.38 | 23.22 |
| Small Cap | 17.78 | 15.1 |
Sector Allocation
| Scheme Name |
Kotak Contra Fund - Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 1.06 | 5.22 |
| Energy | 4.83 | 1.27 |
| Technology | 10.44 | 10 |
| Consumer Cyclical | 12.2 | 17.63 |
| Industrials | 10.83 | 9.85 |
| Financial Services | 30.71 | 30.48 |
| Healthcare | 9.38 | 13.47 |
| Basic Materials | 7.15 | 4.41 |
| Consumer Defensive | 5.79 | 3.98 |
| Utilities | 4.59 | 0.05 |
| Communication Services | 3.01 | 2 |
| Real Estate | - | 1.64 |
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