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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) ₹41634 Cr ₹17168 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 1.52 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 5.91% 6.44%
6 Month -3.89% -5.4%
1 Year 5.07% 12.38%
3 Year 22.47% 21.13%
5 Year 35.63% 26.04%

SIP Return Analysis

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
6 Month 1.23% 0.61%
1 Year -2.8% -1.74%
3 Year 19.07% 20.06%
5 Year 24.25% 19.7%

Rolling Lumpsum Returns

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
1 Year 15.38% 13.22%
3 Year 12.67% 16.23%
5 Year 13.1% 15.48%

Risk Management

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
Standard Deviation 11.58% 12.32%
Sharp 1.1% 0.9%
Beta 0.87% 0.97%
Alpha 6.18% 4.06%

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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 26.36 3.06
Large Cap 49.6 58.98
Small Cap 10.85 15.26
Mid Cap 13.19 22.7

Sector Allocation

Scheme Name

SBI Contra Fund Regular Plan Growth

Invesco India Contra Fund - Growth

Others 25.46 3.06
Petroleum Products 4.74 1.33
IT - Software 5.32 9.18
Cement & Cement Products 2.71 1.29
Personal Products 2.05 -
Construction 1.28 2.64
Capital Markets 1.07 2.33
Non - Ferrous Metals 0.81 -
Banks 20.11 24.04
Realty 1.38 1.24
Pharmaceuticals & Biotechnology 6.26 9.31
Transport Services 0.57 0.51
Ferrous Metals 2.24 -
Auto Components 0.17 1.64
Insurance 1.77 2.09
Automobiles 2.96 4.53
Industrial Products 1.21 1.96
Telecom - Services 2.96 1.97
Fertilizers & Agrochemicals 0.57 0.37
Gas 3.47 -
Industrial Manufacturing 0.38 1.7
Chemicals & Petrochemicals 0.3 0.48
Beverages 0.94 1.15
Diversified FMCG 1.63 0.79
Agricultural, Commercial & Construction Vehicles 0.45 -
Oil 1.39 -
Retailing 0.94 7.42
Food Products 0.07 0.51
Consumer Durables 1.27 2.79
Power 2.97 2.77
Minerals & Mining 0.47 -
Finance 0.74 5.28
Healthcare Services 0.94 3.86
Textiles & Apparels 0.4 -
Electrical Equipment - 0.93
Paper, Forest & Jute Products - 0.86
Aerospace & Defense - 2.56
Leisure Services - 1.41

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