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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) | ₹46654 Cr | ₹18981 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 | 1.8% | 1.77% |
| 6 Month | 11.45% | 16.31% |
| 1 Year | -4.21% | -2.23% |
| 3 Year | 19.16% | 18.98% |
| 5 Year | 29.06% | 21.92% |
SIP Return Analysis
| Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | 2.01% | 3.58% |
| 1 Year | 5.75% | 9.85% |
| 3 Year | 16% | 19.59% |
| 5 Year | 20.42% | 18.84% |
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 | 1.07% | 0.93% |
| Beta | 0.88% | 0.98% |
| Alpha | 4.99% | 3.51% |
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 | 22.34 | 10.07 |
| Large Cap | 53.45 | 51.17 |
| Small Cap | 12.01 | 15.11 |
| Mid Cap | 12.21 | 23.65 |
Sector Allocation
| Scheme Name |
SBI Contra Fund Regular Plan Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 18.99 | 4.8 |
| Energy | 9.26 | 1.39 |
| Technology | 6.58 | 9.84 |
| Basic Materials | 9.47 | 4.62 |
| Consumer Defensive | 6.29 | 3.8 |
| Industrials | 3.75 | 9.67 |
| Financial Services | 22.73 | 31.03 |
| Real Estate | 1.36 | 1.68 |
| Healthcare | 7.72 | 13.7 |
| Consumer Cyclical | 6.47 | 17.2 |
| Communication Services | 2.82 | 1.96 |
| Utilities | 4.57 | 0.31 |
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