Kotak India EQ Contra Fund vs SBI Contra Fund compare

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Kotak 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 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)	₹4502 Cr	₹47390 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

Scheme Name	Kotak Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
1 Month	-1.78%	-1.7%
6 Month	8.79%	5.88%
1 Year	-1.94%	-2.86%
3 Year	21.97%	22.1%
5 Year	23.96%	31.37%

Scheme Name	Kotak Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
6 Month	5.75%	3.92%
1 Year	5.95%	3.66%
3 Year	19.72%	18.21%
5 Year	20.15%	22.62%

Scheme Name	Kotak Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
1 Year	14.46%	14.86%
3 Year	13.38%	12.98%
5 Year	13.56%	13.24%

Scheme Name	Kotak Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Standard Deviation	14.05%	11.58%
Sharp	1.29%	1.49%
Beta	0.98%	0.87%
Alpha	4.27%	5.19%

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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

Scheme Name	Kotak Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Others	5.62	21.87
Large Cap	58.19	54.27
Mid Cap	17.54	12.13
Small Cap	18.65	11.73

Scheme Name	Kotak Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Others	2.12	18.44
Energy	5.28	9.71
Technology	10.08	6.71
Consumer Cyclical	9.89	6.55
Industrials	11.62	3.71
Financial Services	33.3	23.04
Healthcare	7.79	7.28
Consumer Defensive	5.63	6.17
Utilities	4.88	4.89
Basic Materials	6.19	9.01
Communication Services	3.2	3.1
Real Estate	-	1.38