SBI Contra Fund vs Kotak India EQ Contra Fund compare
Kotak India EQ Contra Fund - Growth
SBI Contra Fund Regular Plan Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
1 Month | 3.75% | 3.76% |
6 Month | 0.29% | 1.45% |
1 Year | 6.35% | 6.33% |
3 Year | 23.2% | 24.3% |
5 Year | 28.19% | 36.5% |
SIP Return Analysis
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
6 Month | 5.44% | 4.5% |
1 Year | 2.11% | 2.18% |
3 Year | 21.12% | 20.47% |
5 Year | 20.97% | 24.77% |
Rolling Lumpsum Returns
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
1 Year | 14.95% | 15.38% |
3 Year | 13.23% | 12.67% |
5 Year | 13.43% | 13.1% |
Risk Management
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 14.541% | 11.58% |
Sharp | 0.73% | 1.1% |
Beta | 0.98% | 0.87% |
Alpha | 4.042% | 6.18% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Kotak India EQ Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
---|---|---|
Others | 2.65 | 26.36 |
Large Cap | 59.59 | 49.6 |
Small Cap | 22.58 | 10.85 |
Mid Cap | 15.18 | 13.19 |
Sector Allocation
Scheme Name |
Kotak India EQ Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
---|---|---|
Others | 0.97 | 25.46 |
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 | - | 4.74 |
IT - Software | - | 5.32 |
Cement & Cement Products | - | 2.71 |
Personal Products | - | 2.05 |
Construction | - | 1.28 |
Capital Markets | - | 1.07 |
Non - Ferrous Metals | - | 0.81 |
Banks | - | 20.11 |
Realty | - | 1.38 |
Pharmaceuticals & Biotechnology | - | 6.26 |
Transport Services | - | 0.57 |
Ferrous Metals | - | 2.24 |
Auto Components | - | 0.17 |
Insurance | - | 1.77 |
Automobiles | - | 2.96 |
Industrial Products | - | 1.21 |
Telecom - Services | - | 2.96 |
Fertilizers & Agrochemicals | - | 0.57 |
Gas | - | 3.47 |
Industrial Manufacturing | - | 0.38 |
Chemicals & Petrochemicals | - | 0.3 |
Beverages | - | 0.94 |
Diversified FMCG | - | 1.63 |
Agricultural, Commercial & Construction Vehicles | - | 0.45 |
Oil | - | 1.39 |
Retailing | - | 0.94 |
Food Products | - | 0.07 |
Consumer Durables | - | 1.27 |
Power | - | 2.97 |
Minerals & Mining | - | 0.47 |
Finance | - | 0.74 |
Healthcare Services | - | 0.94 |
Textiles & Apparels | - | 0.4 |
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