Kotak India EQ Contra Fund vs Invesco India Contra Fund compare
Kotak India EQ Contra Fund - Growth
Invesco India Contra Fund - Growth
Chart Comparison
Overview
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
Fund | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3845 Cr | ₹17168 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 India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Month | 3.19% | 2.17% |
6 Month | -3.68% | -4.22% |
1 Year | 2.08% | 8.78% |
3 Year | 25.12% | 24.72% |
5 Year | 26.19% | 25.08% |
SIP Return Analysis
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
6 Month | 7.67% | 7.27% |
1 Year | 4.07% | 5.45% |
3 Year | 20.12% | 21.28% |
5 Year | 20.34% | 20.18% |
Rolling Lumpsum Returns
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Year | 14.46% | 13.06% |
3 Year | 13.38% | 16.4% |
5 Year | 13.56% | 15.69% |
Risk Management
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
Standard Deviation | 14.541% | 12.32% |
Sharp | 0.73% | 1.05% |
Beta | 0.98% | 0.98% |
Alpha | 4.042% | 3.16% |
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Fund Managers
Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
---|---|---|
Name | Shibani Kurian | Amit Ganatra |
Total AUM | ₹0 Cr | ₹23585 Cr |
Funds Managed | 5 | 5 |
Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
Market Cap
Scheme Name |
Kotak India EQ Contra Fund - Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 2.65 | 3.17 |
Large Cap | 59.59 | 58.08 |
Small Cap | 22.58 | 15.39 |
Mid Cap | 15.18 | 23.36 |
Sector Allocation
Scheme Name |
Kotak India EQ Contra Fund - Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 0.97 | 3.17 |
Energy | 4.84 | - |
Technology | 13.97 | - |
Consumer Cyclical | 10.52 | - |
Industrials | 9.62 | - |
Consumer Defensive | 6.18 | - |
Healthcare | 7.67 | - |
Financial Services | 28.04 | - |
Real Estate | 1.11 | - |
Utilities | 5.01 | - |
Basic Materials | 7.26 | - |
Communication Services | 4.79 | - |
Telecom - Services | - | 2.06 |
IT - Software | - | 9.3 |
Auto Components | - | 1.54 |
Retailing | - | 7.85 |
Construction | - | 2.42 |
Finance | - | 4.94 |
Consumer Durables | - | 2.74 |
Pharmaceuticals & Biotechnology | - | 9 |
Banks | - | 23.85 |
Electrical Equipment | - | 0.88 |
Paper, Forest & Jute Products | - | 0.8 |
Cement & Cement Products | - | 1.23 |
Petroleum Products | - | 1.34 |
Transport Services | - | 0.46 |
Automobiles | - | 4.77 |
Capital Markets | - | 2.54 |
Insurance | - | 2.17 |
Diversified FMCG | - | 0.79 |
Beverages | - | 1.07 |
Food Products | - | 0.54 |
Aerospace & Defense | - | 2.56 |
Chemicals & Petrochemicals | - | 0.45 |
Industrial Products | - | 2.13 |
Leisure Services | - | 1.55 |
Healthcare Services | - | 3.84 |
Fertilizers & Agrochemicals | - | 0.38 |
Industrial Manufacturing | - | 1.66 |
Power | - | 2.59 |
Realty | - | 1.38 |
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