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Kotak India EQ Contra Fund vs Invesco India Contra Fund compare
Kotak Contra Fund - Growth
Invesco India Contra Fund - Growth
Chart Comparison
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 | -0.39% | -1.05% |
| 6 Month | 2.67% | -0.2% |
| 1 Year | 11.2% | 6.83% |
| 3 Year | 20.31% | 19.57% |
| 5 Year | 18.24% | 16.71% |
SIP Return Analysis
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | 1.86% | 0.59% |
| 1 Year | 12.76% | 8.31% |
| 3 Year | 15.39% | 15.08% |
| 5 Year | 17.22% | 16.28% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 1 Year | 13.6% | 11.99% |
| 3 Year | 13.69% | 16.87% |
| 5 Year | 13.95% | 16.03% |
Risk Management
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| Standard Deviation | 12.72% | 12.32% |
| Sharp | 1.09% | 1.02% |
| Beta | 0.99% | 0.99% |
| Alpha | 3.6% | 2.8% |
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 | 11.29 | 10.8 |
| Large Cap | 53.96 | 51.86 |
| Mid Cap | 19.21 | 22.3 |
| Small Cap | 15.54 | 15.05 |
Sector Allocation
| Scheme Name |
Kotak Contra Fund - Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 2.01 | 4.71 |
| Energy | 4.86 | 3.98 |
| Technology | 10.95 | 10.48 |
| Consumer Cyclical | 11.9 | 15.87 |
| Basic Materials | 8.47 | 2.9 |
| Industrials | 9.6 | 11.55 |
| Financial Services | 33.11 | 31.52 |
| Healthcare | 8.81 | 11.5 |
| Consumer Defensive | 4.54 | 2.95 |
| Utilities | 2.75 | - |
| Communication Services | 3.01 | 2.03 |
| Real Estate | - | 2.52 |
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