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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) | ₹47205 Cr | ₹19170 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 | 3.65% | 3.09% |
| 6 Month | 6.09% | 7.21% |
| 1 Year | 3.1% | 2.92% |
| 3 Year | 20.05% | 19.57% |
| 5 Year | 29.59% | 22.51% |
SIP Return Analysis
| Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | -0.32% | -0.59% |
| 1 Year | 3.82% | 5.28% |
| 3 Year | 13.21% | 16.07% |
| 5 Year | 18.38% | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 1 Year | 14.3% | 12.53% |
| 3 Year | 13.27% | 16.58% |
| 5 Year | 13.38% | 15.83% |
Risk Management
| Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| Standard Deviation | 12.19% | 13.48% |
| Sharp | 1.04% | 0.92% |
| Beta | 0.89% | 0.98% |
| Alpha | 4.19% | 3.10% |
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 | 22.44 | 8.77 |
| Large Cap | 54.29 | 51.9 |
| Small Cap | 11.62 | 16.27 |
| Mid Cap | 11.66 | 23.06 |
Sector Allocation
| Scheme Name |
SBI Contra Fund Regular Plan Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 19.14 | 3.6 |
| Energy | 9.09 | 1.48 |
| Technology | 6.25 | 10.09 |
| Basic Materials | 10.16 | 4.33 |
| Consumer Defensive | 5.54 | 3.75 |
| Industrials | 3.68 | 11.13 |
| Financial Services | 21.98 | 30.82 |
| Real Estate | 1.4 | 1.57 |
| Healthcare | 7.48 | 13.57 |
| Consumer Cyclical | 8.22 | 17.73 |
| Communication Services | 2.7 | 1.93 |
| Utilities | 4.37 | 0 |
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