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) | ₹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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