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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) | ₹49838 Cr | ₹20596 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 | -0.09% | -0.64% |
| 6 Month | 5.01% | 3.74% |
| 1 Year | 3.62% | 0.84% |
| 3 Year | 19.2% | 19.08% |
| 5 Year | 24.14% | 18.54% |
SIP Return Analysis
| Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | 1.88% | 0.09% |
| 1 Year | 10.33% | 8.79% |
| 3 Year | 14.61% | 16.62% |
| 5 Year | 18.92% | 17.3% |
Rolling Lumpsum Returns
| Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 1 Year | 13.78% | 12.16% |
| 3 Year | 13.58% | 16.83% |
| 5 Year | 13.49% | 15.98% |
Risk Management
| Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| Standard Deviation | 11.58% | 12.32% |
| Sharp | 1.06% | 0.95% |
| Beta | 0.89% | 0.99% |
| Alpha | 4.05% | 2.93% |
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 | 23.41 | 10.8 |
| Large Cap | 54.21 | 51.86 |
| Small Cap | 10.52 | 15.05 |
| Mid Cap | 11.85 | 22.3 |
Sector Allocation
| Scheme Name |
SBI Contra Fund Regular Plan Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 18.97 | 4.71 |
| Energy | 9.49 | 3.98 |
| Technology | 6.71 | 10.48 |
| Basic Materials | 8.87 | 2.9 |
| Consumer Defensive | 5.42 | 2.95 |
| Industrials | 3.41 | 11.55 |
| Financial Services | 22.53 | 31.52 |
| Real Estate | 1.33 | 2.52 |
| Healthcare | 7.51 | 11.5 |
| Consumer Cyclical | 8.1 | 15.87 |
| Communication Services | 3.36 | 2.03 |
| Utilities | 4.29 | - |
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