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Kotak India EQ Contra Fund vs Invesco India Contra Fund compare

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tortoise-icon Kotak Contra Fund - Growth

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tortoise-icon 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 Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
Fund Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹4493 Cr ₹18981 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 27 Jul 2005 11 Apr 2007
Category Contra Contra
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 23.64% 63%
Expense Ratio 1.88 1.64
Manager Shibani Kurian Amit Ganatra
ISIN Code INF174K01245 INF205K01189
Exits Load Kotak India EQ Contra Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
1 Month 2.99% 2.86%
6 Month 17.48% 16.8%
1 Year -2.2% -1.24%
3 Year 21.47% 20.14%
5 Year 23.48% 22.16%

SIP Return Analysis

Scheme Name Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
6 Month 4.35% 3.58%
1 Year 11.65% 9.85%
3 Year 18.72% 19.59%
5 Year 19.16% 18.84%

Rolling Lumpsum Returns

Scheme Name Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
1 Year 14.2% 12.75%
3 Year 13.47% 16.48%
5 Year 13.65% 15.77%

Risk Management

Scheme Name Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
Standard Deviation 13.59% 12.32%
Sharp 0.93% 0.93%
Beta 0.99% 0.98%
Alpha 4.88% 3.51%

Fund Managers

Scheme Name Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
Name Shibani Kurian Amit Ganatra
Total AUM ₹0 Cr ₹23585 Cr
Funds Managed 5 5
Kotak Contra Fund - Growth Invesco India Contra Fund - Growth

Market Cap

Scheme Name

Kotak Contra Fund - Growth

Invesco India Contra Fund - Growth
Others 5.89 10.53
Large Cap 55.95 51.14
Mid Cap 20.38 23.22
Small Cap 17.78 15.1

Sector Allocation

Scheme Name

Kotak Contra Fund - Growth

Invesco India Contra Fund - Growth
Others 1.06 5.22
Energy 4.83 1.27
Technology 10.44 10
Consumer Cyclical 12.2 17.63
Industrials 10.83 9.85
Financial Services 30.71 30.48
Healthcare 9.38 13.47
Basic Materials 7.15 4.41
Consumer Defensive 5.79 3.98
Utilities 4.59 0.05
Communication Services 3.01 2
Real Estate - 1.64

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