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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) | ₹4493 Cr | ₹46654 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 | 2.05% | 2.07% |
| 6 Month | 16.1% | 10.63% |
| 1 Year | -3.16% | -3.03% |
| 3 Year | 20.18% | 19.39% |
| 5 Year | 23.67% | 29.53% |
SIP Return Analysis
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 4.35% | 2.01% |
| 1 Year | 11.65% | 5.75% |
| 3 Year | 18.72% | 16% |
| 5 Year | 19.16% | 20.42% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 14.2% | 14.51% |
| 3 Year | 13.47% | 13.15% |
| 5 Year | 13.65% | 13.31% |
Risk Management
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.59% | 11.58% |
| Sharp | 0.93% | 1.07% |
| Beta | 0.99% | 0.88% |
| Alpha | 4.88% | 4.99% |
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 | 4.78 | 22.34 |
| Large Cap | 56.6 | 53.45 |
| Mid Cap | 20.01 | 12.21 |
| Small Cap | 18.6 | 12.01 |
Sector Allocation
| Scheme Name |
Kotak Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
|---|---|---|
| Others | 1.71 | 18.99 |
| Energy | 5.04 | 9.26 |
| Technology | 9.45 | 6.58 |
| Consumer Cyclical | 10.44 | 6.47 |
| Industrials | 11.14 | 3.75 |
| Financial Services | 31.5 | 22.73 |
| Healthcare | 10.39 | 7.72 |
| Basic Materials | 6.63 | 9.47 |
| Consumer Defensive | 5.87 | 6.29 |
| Utilities | 4.76 | 4.57 |
| Communication Services | 3.07 | 2.82 |
| Real Estate | - | 1.36 |
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