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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) | ₹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% | -0.39% |
| 6 Month | 5.35% | 3.05% |
| 1 Year | 2.59% | -0.52% |
| 3 Year | 19.71% | 18.77% |
| 5 Year | 20.26% | 18.89% |
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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