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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 3.75% 3.67%
6 Month 0.29% 0.17%
1 Year 6.35% 12.76%
3 Year 23.2% 22.94%
5 Year 28.19% 27%

SIP Return Analysis

Scheme Name Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
6 Month 5.44% 5.73%
1 Year 2.11% 6.03%
3 Year 21.12% 22.63%
5 Year 20.97% 20.97%

Rolling Lumpsum Returns

Scheme Name Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
1 Year 14.95% 13.22%
3 Year 13.23% 16.23%
5 Year 13.43% 15.48%

Risk Management

Scheme Name Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
Standard Deviation 14.541% 12.32%
Sharp 0.73% 0.9%
Beta 0.98% 0.97%
Alpha 4.042% 4.06%

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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 3.06
Large Cap 59.59 58.98
Small Cap 22.58 15.26
Mid Cap 15.18 22.7

Sector Allocation

Scheme Name

Kotak India EQ Contra Fund - Growth

Invesco India Contra Fund - Growth

Others 0.97 3.06
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 - 1.97
IT - Software - 9.18
Auto Components - 1.64
Retailing - 7.42
Construction - 2.64
Finance - 5.28
Consumer Durables - 2.79
Pharmaceuticals & Biotechnology - 9.31
Banks - 24.04
Electrical Equipment - 0.93
Paper, Forest & Jute Products - 0.86
Cement & Cement Products - 1.29
Petroleum Products - 1.33
Transport Services - 0.51
Automobiles - 4.53
Capital Markets - 2.33
Insurance - 2.09
Diversified FMCG - 0.79
Beverages - 1.15
Food Products - 0.51
Aerospace & Defense - 2.56
Chemicals & Petrochemicals - 0.48
Industrial Products - 1.96
Leisure Services - 1.41
Healthcare Services - 3.86
Fertilizers & Agrochemicals - 0.37
Industrial Manufacturing - 1.7
Power - 2.77
Realty - 1.24

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