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SBI Contra Fund vs Kotak India EQ Contra Fund compare

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tortoise-icon Kotak Contra Fund - Growth

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tortoise-icon 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 Contra Fund - Growth SBI Contra Fund Regular Plan Growth
Fund Kotak Contra Fund - Growth SBI Contra Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹4472 Cr ₹46947 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 1.5
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

Trailing Lumpsum Returns

Scheme Name Kotak Contra Fund - Growth SBI Contra Fund Regular Plan Growth
1 Month 0.41% -1.41%
6 Month 13.09% 7.95%
1 Year 0.42% -2.92%
3 Year 21.31% 20.88%
5 Year 23.68% 29.41%

SIP Return Analysis

Scheme Name Kotak Contra Fund - Growth SBI Contra Fund Regular Plan Growth
6 Month 4.4% 1.49%
1 Year 5.89% 0.52%
3 Year 18.29% 15.62%
5 Year 19.09% 20.72%

Rolling Lumpsum Returns

Scheme Name Kotak Contra Fund - Growth SBI Contra Fund Regular Plan Growth
1 Year 14.2% 14.51%
3 Year 13.47% 13.15%
5 Year 13.65% 13.31%

Risk Management

Scheme Name Kotak Contra Fund - Growth SBI Contra Fund Regular Plan Growth
Standard Deviation 13.54% 11.58%
Sharp 1.06% 1.24%
Beta 0.98% 0.87%
Alpha 4.52% 5.13%

Fund Managers

Scheme Name Kotak 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 Contra Fund - Growth SBI Contra Fund Regular Plan Growth

Market Cap

Scheme Name

Kotak Contra Fund - Growth

SBI Contra Fund Regular Plan Growth
Others 4.78 22.34
Large Cap 56.6 53.45
Mid Cap 20.01 12.21
Small Cap 18.6 12.01

Sector Allocation

Scheme Name

Kotak Contra Fund - Growth

SBI Contra Fund Regular Plan Growth
Others 1.71 18.99
Energy 5.04 9.26
Technology 9.45 6.58
Consumer Cyclical 10.44 6.47
Industrials 11.14 3.75
Financial Services 31.5 22.73
Healthcare 10.39 7.72
Basic Materials 6.63 9.47
Consumer Defensive 5.87 6.29
Utilities 4.76 4.57
Communication Services 3.07 2.82
Real Estate - 1.36

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