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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) | ₹4472 Cr | ₹19288 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 | -1.56% | -1.96% |
| 6 Month | 12.38% | 11.18% |
| 1 Year | 1.04% | 3.01% |
| 3 Year | 20.58% | 19.63% |
| 5 Year | 23.56% | 22.18% |
SIP Return Analysis
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | 4.4% | 3.67% |
| 1 Year | 5.89% | 4.58% |
| 3 Year | 18.29% | 19.1% |
| 5 Year | 19.09% | 18.76% |
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 | 13.54% | 12.32% |
| Sharp | 1.06% | 1.11% |
| Beta | 0.98% | 0.97% |
| Alpha | 4.52% | 3.83% |
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 | 4.78 | 10.07 |
| Large Cap | 56.6 | 51.17 |
| Mid Cap | 20.01 | 23.65 |
| Small Cap | 18.6 | 15.11 |
Sector Allocation
| Scheme Name |
Kotak Contra Fund - Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 1.71 | 4.8 |
| Energy | 5.04 | 1.39 |
| Technology | 9.45 | 9.84 |
| Consumer Cyclical | 10.44 | 17.2 |
| Industrials | 11.14 | 9.67 |
| Financial Services | 31.5 | 31.03 |
| Healthcare | 10.39 | 13.7 |
| Basic Materials | 6.63 | 4.62 |
| Consumer Defensive | 5.87 | 3.8 |
| Utilities | 4.76 | 0.31 |
| Communication Services | 3.07 | 1.96 |
| Real Estate | - | 1.68 |
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