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SBI Contra Fund vs Kotak India EQ Contra Fund compare

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tortoise-icon Kotak India EQ 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 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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