SBI Contra Fund vs Kotak India EQ Contra Fund compare

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Kotak India EQ Contra Fund - Growth

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SBI Contra Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Fund	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3845 Cr	₹41634 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	27 Jul 2005	06 May 2005
Category	Contra	Contra
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	23.64%	39%
Expense Ratio	1.88	1.52
Manager	Shibani Kurian	Pradeep Kesavan
ISIN Code	INF174K01245	INF200K01362
Exits Load	Kotak India EQ Contra Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	SBI Contra Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
1 Month	3.19%	1.52%
6 Month	-3.68%	-2.75%
1 Year	2.08%	2.52%
3 Year	25.12%	25.35%
5 Year	26.19%	33.95%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
6 Month	7.67%	5.56%
1 Year	4.07%	2.46%
3 Year	20.12%	18.98%
5 Year	20.34%	23.47%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
1 Year	14.46%	14.86%
3 Year	13.38%	12.98%
5 Year	13.56%	13.24%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Standard Deviation	14.541%	11.58%
Sharp	0.73%	1.28%
Beta	0.98%	0.86%
Alpha	4.042%	5.9%

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Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Name	Shibani Kurian	Pradeep Kesavan
Total AUM	₹0 Cr	₹434274 Cr
Funds Managed	5	43
	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Others	2.65	25.35
Large Cap	59.59	51.9
Small Cap	22.58	10.92
Mid Cap	15.18	11.83

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund Regular Plan Growth
Others	0.97	24.45
Energy	4.84	-
Technology	13.97	-
Consumer Cyclical	10.52	-
Industrials	9.62	-
Consumer Defensive	6.18	-
Healthcare	7.67	-
Financial Services	28.04	-
Real Estate	1.11	-
Utilities	5.01	-
Basic Materials	7.26	-
Communication Services	4.79	-
Petroleum Products	-	6.81
IT - Software	-	3.94
Cement & Cement Products	-	2.64
Personal Products	-	1.89
Construction	-	1.19
Capital Markets	-	1.1
Non - Ferrous Metals	-	1.14
Banks	-	18.95
Realty	-	1.32
Pharmaceuticals & Biotechnology	-	6.08
Transport Services	-	0.63
Ferrous Metals	-	1.97
Auto Components	-	0.77
Insurance	-	1.79
Industrial Products	-	1.17
Telecom - Services	-	3.17
Fertilizers & Agrochemicals	-	0.59
Gas	-	3.47
Industrial Manufacturing	-	0.36
Chemicals & Petrochemicals	-	0.28
Beverages	-	0.99
Diversified FMCG	-	2.59
Automobiles	-	3.19
Oil	-	1.33
Retailing	-	0.98
Food Products	-	0.01
Consumer Durables	-	1.46
Power	-	2.94
Minerals & Mining	-	0.42
Finance	-	1.01
Healthcare Services	-	0.94
Textiles & Apparels	-	0.43