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SBI Contra Fund vs Kotak India EQ Contra Fund compare
Kotak Contra Fund - Growth
SBI Contra Fund Regular Plan Growth
Chart Comparison
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) | ₹5010 Cr | ₹49838 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 | -1.29% | -0.39% |
| 6 Month | 4.18% | 3.07% |
| 1 Year | 1.58% | 1.18% |
| 3 Year | 19.74% | 19.19% |
| 5 Year | 19.64% | 23.83% |
SIP Return Analysis
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.47% | 2.27% |
| 1 Year | 16.72% | 12% |
| 3 Year | 17.14% | 14.65% |
| 5 Year | 18.14% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 13.72% | 13.86% |
| 3 Year | 13.64% | 13.51% |
| 5 Year | 13.9% | 13.47% |
Risk Management
| Scheme Name | Kotak Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.24% | 11.58% |
| Sharp | 0.96% | 1.06% |
| Beta | 0.98% | 0.89% |
| Alpha | 4.22% | 4.05% |
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 | 11.29 | 23.41 |
| Large Cap | 53.96 | 54.21 |
| Mid Cap | 19.21 | 11.85 |
| Small Cap | 15.54 | 10.52 |
Sector Allocation
| Scheme Name |
Kotak Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
|---|---|---|
| Others | 2.01 | 18.97 |
| Energy | 4.86 | 9.49 |
| Technology | 10.95 | 6.71 |
| Consumer Cyclical | 11.9 | 8.1 |
| Basic Materials | 8.47 | 8.87 |
| Industrials | 9.6 | 3.41 |
| Financial Services | 33.11 | 22.53 |
| Healthcare | 8.81 | 7.51 |
| Consumer Defensive | 4.54 | 5.42 |
| Utilities | 2.75 | 4.29 |
| Communication Services | 3.01 | 3.36 |
| Real Estate | - | 1.33 |
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