Kotak India EQ Contra Fund vs SBI Contra Fund compare
Kotak India EQ Contra Fund - Growth
SBI Contra Fund Regular Plan Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
1 Month | 2.64% | 3.11% |
6 Month | -5.37% | -3.26% |
1 Year | 5.49% | 4.61% |
3 Year | 19.76% | 21.63% |
5 Year | 26.36% | 34.73% |
SIP Return Analysis
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
6 Month | 0.52% | 0.58% |
1 Year | -6.35% | -4.65% |
3 Year | 19.29% | 19.24% |
5 Year | 20.26% | 24.6% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 14.541% | 11.58% |
Sharp | 0.73% | 1% |
Beta | 0.98% | 0.86% |
Alpha | 4.042% | 7.27% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
Scheme Name |
Kotak India EQ Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
---|---|---|
Others | 2.65 | 27.97 |
Large Cap | 59.59 | 47.66 |
Small Cap | 22.58 | 10.78 |
Mid Cap | 15.18 | 13.6 |
Sector Allocation
Scheme Name |
Kotak India EQ Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
---|---|---|
Others | 0.97 | 24.98 |
Energy | 4.84 | 6.82 |
Technology | 13.97 | 8.84 |
Consumer Cyclical | 10.52 | 5.38 |
Industrials | 9.62 | 4.21 |
Consumer Defensive | 6.18 | 4.3 |
Healthcare | 7.67 | 7.08 |
Financial Services | 28.04 | 22.65 |
Real Estate | 1.11 | 0.52 |
Utilities | 5.01 | 5.12 |
Basic Materials | 7.26 | 7.09 |
Communication Services | 4.79 | 3.01 |
Top Comparisons
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns13.77%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns0%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns14.84%
Quant Flexi Cap Fund-Growth
3Y Returns17.91%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns11.04%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.99%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%