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) | ₹41634 Cr | ₹17168 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 | 1.52 | 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 | 2.99% | 3.49% |
6 Month | -3.03% | -4.18% |
1 Year | 4.53% | 11.75% |
3 Year | 21.56% | 19.95% |
5 Year | 33.99% | 25.05% |
SIP Return Analysis
Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
---|---|---|
6 Month | 0.58% | 1.01% |
1 Year | -4.65% | -1.96% |
3 Year | 19.24% | 20.73% |
5 Year | 24.6% | 20.18% |
Rolling Lumpsum Returns
Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Year | 15.38% | 13.22% |
3 Year | 12.67% | 16.23% |
5 Year | 13.1% | 15.48% |
Risk Management
Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
---|---|---|
Standard Deviation | 11.58% | 12.32% |
Sharp | 1% | 0.71% |
Beta | 0.86% | 0.98% |
Alpha | 7.27% | 3.66% |
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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 | 27.97 | 4.94 |
Large Cap | 47.66 | 56.8 |
Small Cap | 10.78 | 15.8 |
Mid Cap | 13.6 | 22.47 |
Sector Allocation
Scheme Name |
SBI Contra Fund Regular Plan Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 24.98 | 2.5 |
Energy | 6.82 | 1.18 |
Technology | 8.84 | 10.75 |
Basic Materials | 7.09 | 4.38 |
Consumer Defensive | 4.3 | 3.75 |
Industrials | 4.21 | 8.26 |
Financial Services | 22.65 | 33.36 |
Healthcare | 7.08 | 15.09 |
Consumer Cyclical | 5.38 | 14.88 |
Communication Services | 3.01 | 1.98 |
Utilities | 5.12 | 2.61 |
Real Estate | 0.52 | 1.28 |
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