Invesco India Contra Fund vs SBI Contra Fund compare
SBI Contra Fund Regular Plan Growth
Invesco India Contra Fund - Growth
Chart Comparison
Overview
Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
---|---|---|
Fund | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹47390 Cr | ₹19257 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 May 2005 | 11 Apr 2007 |
Category | Contra | Contra |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 39% | 63% |
Expense Ratio | 1.5 | 1.64 |
Manager | Pradeep Kesavan | Amit Ganatra |
ISIN Code | INF200K01362 | INF205K01189 |
Exits Load | SBI Contra Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Month | -2.61% | -2.1% |
6 Month | 4.1% | 6.88% |
1 Year | -4.04% | 0.77% |
3 Year | 21.79% | 20.63% |
5 Year | 30.95% | 22.65% |
SIP Return Analysis
Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
---|---|---|
6 Month | 3.92% | 6.69% |
1 Year | 3.66% | 8.41% |
3 Year | 18.21% | 21.62% |
5 Year | 22.62% | 20.39% |
Rolling Lumpsum Returns
Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Year | 14.51% | 12.75% |
3 Year | 13.15% | 16.48% |
5 Year | 13.31% | 15.77% |
Risk Management
Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
---|---|---|
Standard Deviation | 11.58% | 12.32% |
Sharp | 1.49% | 1.3% |
Beta | 0.87% | 0.98% |
Alpha | 5.19% | 3.12% |
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Fund Managers
Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
---|---|---|
Name | Pradeep Kesavan | Amit Ganatra |
Total AUM | ₹434274 Cr | ₹23585 Cr |
Funds Managed | 43 | 5 |
SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
Market Cap
Scheme Name |
SBI Contra Fund Regular Plan Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 21.87 | 8.44 |
Large Cap | 54.27 | 54.45 |
Small Cap | 11.73 | 15.03 |
Mid Cap | 12.13 | 22.08 |
Sector Allocation
Scheme Name |
SBI Contra Fund Regular Plan Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 18.44 | 3.3 |
Energy | 9.71 | 1.45 |
Technology | 6.71 | 10.38 |
Basic Materials | 9.01 | 4.46 |
Consumer Defensive | 6.17 | 3.75 |
Industrials | 3.71 | 8.64 |
Financial Services | 23.04 | 32.97 |
Real Estate | 1.38 | 1.56 |
Healthcare | 7.28 | 13.75 |
Consumer Cyclical | 6.55 | 15.33 |
Communication Services | 3.1 | 2.21 |
Utilities | 4.89 | 2.19 |
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