SBI Contra Fund vs Invesco India Contra Fund compare

SBI Contra Fund vs Invesco India Contra Fund compare

Link copied to clipboard!

SBI Contra Fund Regular Plan Growth

Invest Now

Invesco India Contra Fund - Growth

Invest Now

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)	₹49838 Cr	₹20596 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	-0.09%	-0.64%
6 Month	5.01%	3.74%
1 Year	3.62%	0.84%
3 Year	19.2%	19.08%
5 Year	24.14%	18.54%

SIP Return Analysis

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
6 Month	1.88%	0.09%
1 Year	10.33%	8.79%
3 Year	14.61%	16.62%
5 Year	18.92%	17.3%

Rolling Lumpsum Returns

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
1 Year	13.78%	12.16%
3 Year	13.58%	16.83%
5 Year	13.49%	15.98%

Risk Management

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
Standard Deviation	11.58%	12.32%
Sharp	1.06%	0.95%
Beta	0.89%	0.99%
Alpha	4.05%	2.93%

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	23.41	10.8
Large Cap	54.21	51.86
Small Cap	10.52	15.05
Mid Cap	11.85	22.3

Sector Allocation

Scheme Name	SBI Contra Fund Regular Plan Growth	Invesco India Contra Fund - Growth
Others	18.97	4.71
Energy	9.49	3.98
Technology	6.71	10.48
Basic Materials	8.87	2.9
Consumer Defensive	5.42	2.95
Industrials	3.41	11.55
Financial Services	22.53	31.52
Real Estate	1.33	2.52
Healthcare	7.51	11.5
Consumer Cyclical	8.1	15.87
Communication Services	3.36	2.03
Utilities	4.29	-

Top Comparisons

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns9.63%

VS

SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns11.04%

Compare Now

SBI Equity Hybrid Fund - Regular Plan -Growth

3Y Returns14%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns13.18%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns17.61%

VS

Axis Multi Factor FoF Passive - Regular Plan - Growth Option

3Y Returns12.53%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully