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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) ₹5010 Cr ₹20596 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 -0.4% -0.72%
6 Month 4.35% 1.98%
1 Year 0.96% -1.6%
3 Year 19.9% 19.04%
5 Year 19.8% 18.49%

SIP Return Analysis

Scheme Name Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
6 Month 2.47% 1.12%
1 Year 16.72% 12.03%
3 Year 17.14% 17.03%
5 Year 18.14% 17.25%

Rolling Lumpsum Returns

Scheme Name Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
1 Year 13.72% 12.3%
3 Year 13.64% 16.8%
5 Year 13.9% 15.97%

Risk Management

Scheme Name Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
Standard Deviation 13.24% 12.32%
Sharp 0.96% 0.95%
Beta 0.98% 0.99%
Alpha 4.22% 2.93%

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 10.07 9.59
Large Cap 53.51 51.39
Mid Cap 19.5 23.24
Small Cap 16.93 15.78

Sector Allocation

Scheme Name

Kotak Contra Fund - Growth

Invesco India Contra Fund - Growth
Others 2.48 4.04
Energy 4.77 3.02
Technology 10.05 10.21
Consumer Cyclical 12.05 16.43
Basic Materials 8.62 3.06
Industrials 10.45 11.24
Financial Services 31.99 30.99
Healthcare 8.72 12.83
Consumer Defensive 4.72 3.5
Utilities 3.15 -
Communication Services 2.99 2.04
Real Estate - 2.63

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