- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4921 Cr | ₹20173 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 | -0.17% | -0.5% |
| 6 Month | 7.09% | 4.44% |
| 1 Year | 8.3% | 5.81% |
| 3 Year | 21.11% | 19.71% |
| 5 Year | 21.42% | 20.17% |
SIP Return Analysis
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | 2.6% | 1.36% |
| 1 Year | 14.9% | 11.13% |
| 3 Year | 17.65% | 17.88% |
| 5 Year | 18.47% | 17.76% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 1 Year | 13.76% | 12.39% |
| 3 Year | 13.62% | 16.76% |
| 5 Year | 13.88% | 15.91% |
Risk Management
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| Standard Deviation | 13.28% | 12.32% |
| Sharp | 1.01% | 0.98% |
| Beta | 0.98% | 0.99% |
| Alpha | 4.19% | 2.62% |
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 | 3.96 |
| 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 | - | 1.73 |
Top Comparisons
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.74%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns19.75%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns17.76%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.97%
Bandhan Floater Fund Regular - Growth
3Y Returns7.52%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns7.01%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns13.43%
