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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) | ₹5136 Cr | ₹20658 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 | -2.02% | -3.55% |
| 6 Month | 3.26% | -1.86% |
| 1 Year | 13.46% | 8.62% |
| 3 Year | 20.81% | 19.61% |
| 5 Year | 19.06% | 17.41% |
SIP Return Analysis
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | -1.94% | -4.75% |
| 1 Year | 4.49% | -3.4% |
| 3 Year | 13.25% | 11.54% |
| 5 Year | 16.24% | 14.47% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 1 Year | 13.53% | 11.94% |
| 3 Year | 13.72% | 16.89% |
| 5 Year | 13.97% | 16.06% |
Risk Management
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| Standard Deviation | 12.72% | 12.32% |
| Sharp | 1.09% | 1.02% |
| Beta | 0.99% | 0.99% |
| Alpha | 3.6% | 2.8% |
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 | 12.57 | 11.19 |
| Large Cap | 53.23 | 52.71 |
| Mid Cap | 20.32 | 22.06 |
| Small Cap | 13.87 | 14.03 |
Sector Allocation
| Scheme Name |
Kotak Contra Fund - Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 1.79 | 3.21 |
| Energy | 4.86 | 4.52 |
| Technology | 10.43 | 9.99 |
| Consumer Cyclical | 11.38 | 17.85 |
| Basic Materials | 8.92 | 3.12 |
| Industrials | 9.5 | 11.38 |
| Financial Services | 33.91 | 31.59 |
| Healthcare | 9.73 | 11.26 |
| Consumer Defensive | 4.54 | 2.54 |
| Utilities | 1.99 | - |
| Communication Services | 2.94 | 2.15 |
| Real Estate | - | 2.38 |
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