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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) | ₹4716 Cr | ₹19170 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 | 4.91% | 4.68% |
| 6 Month | 10.47% | 7.61% |
| 1 Year | 5.41% | 3.76% |
| 3 Year | 21.77% | 20.24% |
| 5 Year | 23.72% | 22.56% |
SIP Return Analysis
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | 3.74% | 2.22% |
| 1 Year | 15.68% | 11.96% |
| 3 Year | 18.92% | 19.16% |
| 5 Year | 19.37% | 18.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 1 Year | 14% | 12.53% |
| 3 Year | 13.55% | 16.58% |
| 5 Year | 13.74% | 15.83% |
Risk Management
| Scheme Name | Kotak Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| Standard Deviation | 13.39% | 12.32% |
| Sharp | 1.05% | 0.97% |
| Beta | 0.99% | 0.99% |
| Alpha | 4.74% | 2.66% |
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 | 7.54 | 8.77 |
| Large Cap | 53.63 | 51.9 |
| Mid Cap | 20.6 | 23.06 |
| Small Cap | 18.23 | 16.27 |
Sector Allocation
| Scheme Name |
Kotak Contra Fund - Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 2.58 | 3.6 |
| Energy | 4.63 | 1.48 |
| Technology | 9.25 | 10.09 |
| Consumer Cyclical | 12.8 | 17.73 |
| Basic Materials | 8.02 | 4.33 |
| Industrials | 10.54 | 11.13 |
| Financial Services | 31.39 | 30.82 |
| Healthcare | 8.93 | 13.57 |
| Consumer Defensive | 5.55 | 3.75 |
| Utilities | 3.45 | 0 |
| Communication Services | 2.86 | 1.93 |
| Real Estate | - | 1.57 |
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