Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Contra Fund vs Kotak India EQ Contra Fund compare

Link copied to clipboard!

tortoise-icon Kotak Contra Fund - Growth

Invest Now

tortoise-icon SBI Contra Fund Regular Plan Growth

Invest Now

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) ₹5136 Cr ₹49967 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 -1.66% -1.68%
6 Month 2.58% 1.88%
1 Year 11.6% 7.87%
3 Year 20.87% 20.32%
5 Year 19.38% 22.86%

SIP Return Analysis

Scheme Name Kotak Contra Fund - Growth SBI Contra Fund Regular Plan Growth
6 Month 2.6% 2.73%
1 Year 15.35% 11.93%
3 Year 15.77% 13.45%
5 Year 17.64% 18.01%

Rolling Lumpsum Returns

Scheme Name Kotak Contra Fund - Growth SBI Contra Fund Regular Plan Growth
1 Year 13.53% 13.64%
3 Year 13.72% 13.61%
5 Year 13.97% 13.52%

Risk Management

Scheme Name Kotak Contra Fund - Growth SBI Contra Fund Regular Plan Growth
Standard Deviation 13.08% 11.99%
Sharp 1.04% 1.07%
Beta 0.99% 0.90%
Alpha 4.05% 4.24%

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 12.57 22.45
Large Cap 53.23 55.45
Mid Cap 20.32 12.02
Small Cap 13.87 10.07

Sector Allocation

Scheme Name

Kotak Contra Fund - Growth

SBI Contra Fund Regular Plan Growth
Others 1.79 17.12
Energy 4.86 9.54
Technology 10.43 8.4
Consumer Cyclical 11.38 8.15
Basic Materials 8.92 9.23
Industrials 9.5 3.3
Financial Services 33.91 22.54
Healthcare 9.73 7.38
Consumer Defensive 4.54 5.34
Utilities 1.99 4.22
Communication Services 2.94 3.45
Real Estate - 1.33

Top Comparisons

FRANKLIN INDIA MONEY MARKET FUND-GROWTH FRANKLIN INDIA MONEY MARKET FUND-GROWTH

3Y Returns7.39%

VS

Edelweiss Money Market Fund - Regular Plan - Growth Option Edelweiss Money Market Fund - Regular Plan - Growth Option

3Y Returns6.68%

Compare Now

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns19.43%

VS

Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns14.37%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns14.42%

Compare Now

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns17.35%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns19.51%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully