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Kotak India EQ Contra Fund vs SBI Contra Fund compare
Kotak Contra Fund - Growth
SBI Contra Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| Fund | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹4716 Cr | ₹47205 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Jul 2005 | 06 May 2005 |
| Category | Contra | Contra |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 23.64% | 39% |
| Expense Ratio | 1.88 | 1.5 |
| Manager | Shibani Kurian | Pradeep Kesavan |
| ISIN Code | INF174K01245 | INF200K01362 |
| 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 | SBI Contra Fund - Regular Plan - 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 | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 2.63% | 3.65% |
| 6 Month | 10.17% | 6.09% |
| 1 Year | 4.25% | 3.1% |
| 3 Year | 20.87% | 20.05% |
| 5 Year | 23.63% | 29.59% |
SIP Return Analysis
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.38% | -0.2% |
| 1 Year | 10.47% | 4.22% |
| 3 Year | 16.48% | 13.46% |
| 5 Year | 17.87% | 18.43% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 14% | 14.3% |
| 3 Year | 13.55% | 13.27% |
| 5 Year | 13.74% | 13.38% |
Risk Management
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.28% | 12.19% |
| Sharp | 1.01% | 1.04% |
| Beta | 0.98% | 0.89% |
| Alpha | 4.19% | 4.19% |
Fund Managers
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| Name | Shibani Kurian | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 5 | 43 |
| Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Kotak Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
|---|---|---|
| Others | 7.54 | 22.44 |
| Large Cap | 53.63 | 54.29 |
| Mid Cap | 20.6 | 11.66 |
| Small Cap | 18.23 | 11.62 |
Sector Allocation
| Scheme Name |
Kotak Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
|---|---|---|
| Others | 2.58 | 19.14 |
| Energy | 4.63 | 9.09 |
| Technology | 9.25 | 6.25 |
| Consumer Cyclical | 12.8 | 8.22 |
| Basic Materials | 8.02 | 10.16 |
| Industrials | 10.54 | 3.68 |
| Financial Services | 31.39 | 21.98 |
| Healthcare | 8.93 | 7.48 |
| Consumer Defensive | 5.55 | 5.54 |
| Utilities | 3.45 | 4.37 |
| Communication Services | 2.86 | 2.7 |
| Real Estate | - | 1.4 |
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