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Invesco India Contra Fund vs Kotak India EQ Contra Fund compare

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tortoise-icon Kotak India EQ Contra Fund - Growth

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tortoise-icon 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 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 3.19% 2.17%
6 Month -3.68% -4.22%
1 Year 2.08% 8.78%
3 Year 25.12% 24.72%
5 Year 26.19% 25.08%

SIP Return Analysis

Scheme Name Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
6 Month 7.67% 7.27%
1 Year 4.07% 5.45%
3 Year 20.12% 21.28%
5 Year 20.34% 20.18%

Rolling Lumpsum Returns

Scheme Name Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
1 Year 14.46% 13.06%
3 Year 13.38% 16.4%
5 Year 13.56% 15.69%

Risk Management

Scheme Name Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
Standard Deviation 14.541% 12.32%
Sharp 0.73% 1.05%
Beta 0.98% 0.98%
Alpha 4.042% 3.16%

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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 3.17
Large Cap 59.59 58.08
Small Cap 22.58 15.39
Mid Cap 15.18 23.36

Sector Allocation

Scheme Name

Kotak India EQ Contra Fund - Growth

Invesco India Contra Fund - Growth

Others 0.97 3.17
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 - 2.06
IT - Software - 9.3
Auto Components - 1.54
Retailing - 7.85
Construction - 2.42
Finance - 4.94
Consumer Durables - 2.74
Pharmaceuticals & Biotechnology - 9
Banks - 23.85
Electrical Equipment - 0.88
Paper, Forest & Jute Products - 0.8
Cement & Cement Products - 1.23
Petroleum Products - 1.34
Transport Services - 0.46
Automobiles - 4.77
Capital Markets - 2.54
Insurance - 2.17
Diversified FMCG - 0.79
Beverages - 1.07
Food Products - 0.54
Aerospace & Defense - 2.56
Chemicals & Petrochemicals - 0.45
Industrial Products - 2.13
Leisure Services - 1.55
Healthcare Services - 3.84
Fertilizers & Agrochemicals - 0.38
Industrial Manufacturing - 1.66
Power - 2.59
Realty - 1.38

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