Kotak India EQ Contra Fund vs SBI Contra Fund compare

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Kotak India EQ Contra Fund - Growth

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SBI Contra Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Fund	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3845 Cr	₹41634 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	1.52
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

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
1 Month	5.94%	5.88%
6 Month	1.31%	1.87%
1 Year	7.95%	8.12%
3 Year	24.42%	25.49%
5 Year	28.16%	36.27%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
6 Month	-0.58%	0.47%
1 Year	-8.33%	-5.18%
3 Year	17.22%	17.76%
5 Year	18.79%	23.27%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
1 Year	14.95%	15.38%
3 Year	13.23%	12.67%
5 Year	13.43%	13.1%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Standard Deviation	14.541%	11.58%
Sharp	0.73%	1.1%
Beta	0.98%	0.87%
Alpha	4.042%	6.18%

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Scheme Name	Kotak India EQ 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 India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Others	2.65	26.36
Large Cap	59.59	49.6
Small Cap	22.58	10.85
Mid Cap	15.18	13.19

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Others	0.97	25.46
Energy	4.84	-
Technology	13.97	-
Consumer Cyclical	10.52	-
Industrials	9.62	-
Consumer Defensive	6.18	-
Healthcare	7.67	-
Financial Services	28.04	-
Real Estate	1.11	-
Utilities	5.01	-
Basic Materials	7.26	-
Communication Services	4.79	-
Petroleum Products	-	4.74
IT - Software	-	5.32
Cement & Cement Products	-	2.71
Personal Products	-	2.05
Construction	-	1.28
Capital Markets	-	1.07
Non - Ferrous Metals	-	0.81
Banks	-	20.11
Realty	-	1.38
Pharmaceuticals & Biotechnology	-	6.26
Transport Services	-	0.57
Ferrous Metals	-	2.24
Auto Components	-	0.17
Insurance	-	1.77
Automobiles	-	2.96
Industrial Products	-	1.21
Telecom - Services	-	2.96
Fertilizers & Agrochemicals	-	0.57
Gas	-	3.47
Industrial Manufacturing	-	0.38
Chemicals & Petrochemicals	-	0.3
Beverages	-	0.94
Diversified FMCG	-	1.63
Agricultural, Commercial & Construction Vehicles	-	0.45
Oil	-	1.39
Retailing	-	0.94
Food Products	-	0.07
Consumer Durables	-	1.27
Power	-	2.97
Minerals & Mining	-	0.47
Finance	-	0.74
Healthcare Services	-	0.94
Textiles & Apparels	-	0.4