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Invesco India 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 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 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 Risk Very High Risk
Asset Size (Cr) ₹3845 Cr ₹17168 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
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 1.88 1.64
Manager Shibani Kurian Amit Ganatra
ISIN Code INF174K01245 INF205K01189
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 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 Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
1 Month -4.17% -4.08%
6 Month -12.19% -9.83%
1 Year 4.53% 11.56%
3 Year 17.59% 17.11%
5 Year 18.6% 18.35%

SIP Return Analysis

Scheme Name Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
6 Month - -
1 Year -10.75% -5.19%
3 Year 17.76% 18.59%
5 Year 20.31% 19.94%

Rolling Lumpsum Returns

Scheme Name Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
1 Year 14.95% 13.22%
3 Year 13.23% 16.23%
5 Year 13.43% 15.48%

Risk Management

Scheme Name Kotak India EQ Contra Fund - Growth Invesco India Contra Fund - Growth
Standard Deviation 13.944% 12.32%
Sharp 0.846% 0.75%
Beta 0.98% 0.98%
Alpha 3.882% 3%

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Fund Managers

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

Market Cap

Scheme Name

Kotak India EQ Contra Fund - Growth

Invesco India Contra Fund - Growth

Others 1.39 3.42
Large Cap 59.03 59.71
Mid Cap 17.56 22.78
Small Cap 21.71 14.09

Sector Allocation

Scheme Name

Kotak India EQ Contra Fund - Growth

Invesco India Contra Fund - Growth

Others 1.39 3.42
Petroleum Products 3.59 1.37
IT - Software 11.69 9.9
Construction 3.42 2.41
Retailing 1.94 7.05
Diversified FMCG 3.67 0.46
Pharmaceuticals & Biotechnology 4.96 9.86
Non - Ferrous Metals 0.91 -
Banks 17.54 22.04
Healthcare Services 2.77 2.43
Realty 1.18 1.39
Industrial Manufacturing 1.25 1.88
Personal Products 2.33 -
Finance 6.27 4.41
Insurance 1.13 2.16
Gas 2.86 -
Automobiles 3.74 3.66
Fertilizers & Agrochemicals 1.55 0.96
Entertainment 2.93 -
Oil 1.35 -
Consumer Durables 3.18 4.51
Aerospace & Defense 2.86 2.21
Auto Components 2.19 1.9
Telecom - Services 2.75 1.79
Capital Markets 1.86 2.41
Cement & Cement Products 0.94 0.95
Transport Services 1.27 0.42
Chemicals & Petrochemicals 0.77 0.62
Industrial Products 0.96 1.74
Power 3.03 4.26
Ferrous Metals 0.67 -
Leisure Services 1.31 1.24
Beverages 1.43 -
Electrical Equipment - 0.85
Paper, Forest & Jute Products - 1.2
Food Products - 1.47
Consumable Fuels - 1.03

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