Invesco India Contra Fund vs SBI Contra Fund compare
SBI Contra Fund Regular Plan Growth
Invesco India Contra Fund - Growth
Chart Comparison
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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