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SBI Contra Fund vs Invesco India Contra Fund compare

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tortoise-icon SBI Contra Fund Regular Plan Growth

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tortoise-icon Invesco India Contra Fund - Growth

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Chart Comparison

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

Overview

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
Fund SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹47390 Cr ₹19257 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 06 May 2005 11 Apr 2007
Category Contra Contra
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI BSE 500
Turn Over 39% 63%
Expense Ratio 1.5 1.64
Manager Pradeep Kesavan Amit Ganatra
ISIN Code INF200K01362 INF205K01189
Exits Load SBI Contra Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Invesco India Contra Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
1 Month 2.29% 2.66%
6 Month 6.3% 7.04%
1 Year 0.56% 6.14%
3 Year 24.91% 24.25%
5 Year 32.72% 24.3%

SIP Return Analysis

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
6 Month 7.33% 8.5%
1 Year 8.12% 9.25%
3 Year 19.77% 21.75%
5 Year 23.53% 20.39%

Rolling Lumpsum Returns

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
1 Year 14.86% 13.06%
3 Year 12.98% 16.4%
5 Year 13.24% 15.69%

Risk Management

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
Standard Deviation 11.58% 12.32%
Sharp 1.49% 1.3%
Beta 0.87% 0.98%
Alpha 5.19% 3.12%

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Fund Managers

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
Name Pradeep Kesavan Amit Ganatra
Total AUM ₹434274 Cr ₹23585 Cr
Funds Managed 43 5
SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth

Market Cap

Scheme Name

SBI Contra Fund Regular Plan Growth

Invesco India Contra Fund - Growth

Others 24.4 7.58
Large Cap 52.8 55.22
Small Cap 11.63 15.12
Mid Cap 11.16 22.08

Sector Allocation

Scheme Name

SBI Contra Fund Regular Plan Growth

Invesco India Contra Fund - Growth

Others 21.2 2.72
Energy 9.72 1.43
Technology 6.31 10.25
Basic Materials 7.54 4.45
Consumer Defensive 6.32 3.68
Industrials 3.77 9.02
Financial Services 22.85 33.26
Real Estate 1.38 1.44
Healthcare 6.72 14.09
Consumer Cyclical 6.42 15.25
Communication Services 2.97 2.13
Utilities 4.81 2.29

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