Invesco India Contra Fund vs Kotak India EQ Contra Fund compare

Overview

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
Fund	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3499 Cr	₹16187 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	27 Jul 2005	11 Apr 2007
Category	Contra	Contra
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	23.64%	63%
Expense Ratio	1.9	1.67
Manager	Shibani Kurian	Amit Ganatra
ISIN Code	INF174K01245	INF205K01189
Exits Load	Exit load of 1% if redeemed within 90 days./365	Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
1 Month	1.37%	7.13%
6 Month	21.88%	32.86%
1 Year	54.12%	50.44%
3 Year	24.67%	22.7%
5 Year	24.9%	25.05%

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
6 Month	-	-
1 Year	23.1%	20.34%
3 Year	53.39%	44.8%
5 Year	95.33%	82.67%

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
1 Year	25.72%	24.01%
3 Year	68.36%	60.83%
5 Year	102.89%	90.66%

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
Standard Deviation	12.72%	12.32%
Sharp	1.32%	1.13%
Beta	0.95%	0.93%
Alpha	4.59%	5.18%

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
Name	Shibani Kurian	Amit Ganatra
Total AUM	₹0 Cr	₹23585 Cr
Fund Manage	5	5
	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
Others	1.16	6.65
Large Cap	64.44	64.17
Mid Cap	16.74	19.64
Small Cap	17.57	9.54

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
Others	1.16	3.21
Petroleum Products	4.25	-
IT - Software	8.5	-
Pharmaceuticals & Biotechnology	6.22	-
Construction	3.76	2.85
Banks	18.79	-
Diversified FMCG	3.18	-
Non - Ferrous Metals	1.03	-
Healthcare Services	1.79	-
Realty	1.19	-
Industrial Manufacturing	1.82	-
Personal Products	3.02	-
Finance	5.85	-
Insurance	1.17	0.79
Gas	2.85	-
Automobiles	3.89	-
Fertilizers & Agrochemicals	1.03	-
Entertainment	2.26	-
Oil	1.56	-
Consumer Durables	3.12	-
Aerospace & Defense	3.34	-
Industrial Products	2.09	-
Auto Components	5.65	-
Telecom - Services	2.35	-
Cement & Cement Products	2	-
Transport Services	1.34	-
Beverages	2.07	-
Power	3.56	-
Ferrous Metals	1.07	-
Consumer Staples	-	2.98
Healthcare	-	9.94
Communication	-	1.72
Technology	-	7.54
Financial	-	27.15
Capital Goods	-	11.98
Energy	-	7.39
Automobile	-	8.59
Services	-	8.37
Consumer Discretionary	-	2.63
Diversified	-	1.07
Chemicals	-	1.44
Materials	-	1.39
Metals & Mining	-	0.96