Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak India EQ Contra Fund vs Invesco India Contra Fund compare

Link copied to clipboard!

tortoise-icon Kotak Contra Fund - Growth

Invest Now

tortoise-icon Invesco India Contra Fund - Growth

Invest Now

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) ₹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 1.12% 0.68%
6 Month 6.01% 3.27%
1 Year 6.93% 3.32%
3 Year 21.92% 21.01%
5 Year 20.35% 19.01%

SIP Return Analysis

Scheme Name Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
6 Month 1.26% 0.09%
1 Year 12.96% 8.79%
3 Year 16.69% 16.62%
5 Year 18.13% 17.3%

Rolling Lumpsum Returns

Scheme Name Kotak Contra Fund - Growth Invesco India Contra Fund - Growth
1 Year 13.65% 12.16%
3 Year 13.64% 16.83%
5 Year 13.93% 15.98%

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 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

Top Comparisons

Kotak Equity Savings Fund - Regular - Growth Kotak Equity Savings Fund - Regular - Growth

3Y Returns11.92%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns14%

Compare Now

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.3%

VS

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns6.32%

Compare Now

Tata Nifty Financial Services Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

WhiteOak Capital Large Cap Fund Regular Plan Growth WhiteOak Capital Large Cap Fund Regular Plan Growth

3Y Returns17.89%

VS

DSP Large Cap Fund - Regular Plan - Growth DSP Large Cap Fund - Regular Plan - Growth

3Y Returns18.9%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully