Kotak India EQ Contra Fund vs Invesco India Contra Fund compare

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Kotak Contra Fund - 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	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)	₹4283 Cr	₹18398 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

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
1 Month	4.03%	3.8%
6 Month	4.1%	2.25%
1 Year	3.73%	9.25%
3 Year	26.43%	25.63%
5 Year	26.18%	25%

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
6 Month	10.83%	10.46%
1 Year	10.91%	11.51%
3 Year	22.54%	23.47%
5 Year	21.75%	21.43%

Scheme Name	Kotak 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%

Scheme Name	Kotak Contra Fund - Growth	Invesco India Contra Fund - Growth
Standard Deviation	14.48%	12.32%
Sharp	1.06%	1.05%
Beta	0.97%	0.98%
Alpha	4.32%	3.16%

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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

Scheme Name	Kotak 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

Scheme Name	Kotak 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