Invesco India Contra Fund vs SBI Contra Fund compare

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SBI Contra Fund Regular Plan Growth

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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	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)	₹47205 Cr	₹19170 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

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
1 Month	3.5%	3.24%
6 Month	6.59%	8.28%
1 Year	3.5%	3.55%
3 Year	19.96%	19.65%
5 Year	29.35%	22.33%

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
6 Month	3.38%	2.95%
1 Year	11.44%	12.22%
3 Year	15.87%	18.56%
5 Year	19.81%	18.21%

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
1 Year	14.3%	12.53%
3 Year	13.27%	16.58%
5 Year	13.38%	15.83%

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
Standard Deviation	11.58%	12.32%
Sharp	1.1%	0.97%
Beta	0.89%	0.99%
Alpha	4.02%	2.66%

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

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
Others	22.42	0.26
Large Cap	51.76	62.74
Small Cap	11.19	14.3
Mid Cap	14.63	22.7

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
Others	21.48	3.59
Petroleum Products	6.84	1.48
IT - Software	3.95	9.34
Cement & Cement Products	2.71	1.23
Personal Products	1.96	-
Construction	1.25	4.04
Consumer Durables	2.87	3.08
Capital Markets	0.71	1.96
Non - Ferrous Metals	1.29	-
Banks	18.35	20.79
Realty	1.4	1.57
Pharmaceuticals & Biotechnology	6.25	8.13
Transport Services	0.81	1.33
Ferrous Metals	2.96	-
Auto Components	0.84	2.22
Insurance	1.7	2.06
Industrial Products	1.09	3.45
Telecom - Services	2.69	1.93
Fertilizers & Agrochemicals	0.7	0.34
Gas	2.97	-
Industrial Manufacturing	0.33	1.54
Chemicals & Petrochemicals	0.39	0.4
Beverages	0.93	1.19
Diversified FMCG	2.64	0.5
Automobiles	4.85	5.55
Oil	1.21	-
Retailing	1.09	8.92
Power	2.42	-
Minerals & Mining	0.46	-
Finance	1.21	6.01
Healthcare Services	1.22	4.08
Textiles & Apparels	0.43	-
Electrical Equipment	-	0.81
Paper, Forest & Jute Products	-	0.85
Food Products	-	0.45
Aerospace & Defense	-	1.86
Leisure Services	-	1.3