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Invesco India Contra Fund vs SBI Contra Fund compare

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tortoise-icon SBI Contra Fund Regular Plan Growth

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tortoise-icon Invesco India Contra Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
Fund SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹41634 Cr ₹17168 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 06 May 2005 11 Apr 2007
Category Contra Contra
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI BSE 500
Turn Over 39% 63%
Expense Ratio 1.52 1.64
Manager Pradeep Kesavan Amit Ganatra
ISIN Code INF200K01362 INF205K01189
Exits Load SBI Contra Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Invesco India Contra Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
1 Month 1.52% 2.17%
6 Month -2.75% -4.22%
1 Year 2.52% 8.78%
3 Year 25.35% 24.72%
5 Year 33.95% 25.08%

SIP Return Analysis

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
6 Month 5.56% 7.27%
1 Year 2.46% 5.45%
3 Year 18.98% 21.28%
5 Year 23.47% 20.18%

Rolling Lumpsum Returns

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
1 Year 14.86% 13.06%
3 Year 12.98% 16.4%
5 Year 13.24% 15.69%

Risk Management

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
Standard Deviation 11.58% 12.32%
Sharp 1.28% 1.05%
Beta 0.86% 0.98%
Alpha 5.9% 3.16%

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Fund Managers

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
Name Pradeep Kesavan Amit Ganatra
Total AUM ₹434274 Cr ₹23585 Cr
Funds Managed 43 5
SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth

Market Cap

Scheme Name

SBI Contra Fund Regular Plan Growth

Invesco India Contra Fund - Growth

Others 25.35 3.17
Large Cap 51.9 58.08
Small Cap 10.92 15.39
Mid Cap 11.83 23.36

Sector Allocation

Scheme Name

SBI Contra Fund Regular Plan Growth

Invesco India Contra Fund - Growth

Others 24.45 3.17
Petroleum Products 6.81 1.34
IT - Software 3.94 9.3
Cement & Cement Products 2.64 1.23
Personal Products 1.89 -
Construction 1.19 2.42
Capital Markets 1.1 2.54
Non - Ferrous Metals 1.14 -
Banks 18.95 23.85
Realty 1.32 1.38
Pharmaceuticals & Biotechnology 6.08 9
Transport Services 0.63 0.46
Ferrous Metals 1.97 -
Auto Components 0.77 1.54
Insurance 1.79 2.17
Industrial Products 1.17 2.13
Telecom - Services 3.17 2.06
Fertilizers & Agrochemicals 0.59 0.38
Gas 3.47 -
Industrial Manufacturing 0.36 1.66
Chemicals & Petrochemicals 0.28 0.45
Beverages 0.99 1.07
Diversified FMCG 2.59 0.79
Automobiles 3.19 4.77
Oil 1.33 -
Retailing 0.98 7.85
Food Products 0.01 0.54
Consumer Durables 1.46 2.74
Power 2.94 2.59
Minerals & Mining 0.42 -
Finance 1.01 4.94
Healthcare Services 0.94 3.84
Textiles & Apparels 0.43 -
Electrical Equipment - 0.88
Paper, Forest & Jute Products - 0.8
Aerospace & Defense - 2.56
Leisure Services - 1.55

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