SBI Contra Fund vs Invesco India Contra Fund compare
SBI Contra Fund Regular Plan Growth
Invesco India Contra Fund - Growth
Chart Comparison
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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