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 | Very High | 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 | -3.2% | -3.96% |
6 Month | -12.34% | -13.77% |
1 Year | 2.02% | 8.18% |
3 Year | 21.24% | 17.69% |
5 Year | 30.4% | 21.24% |
SIP Return Analysis
Scheme Name | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
---|---|---|
6 Month | -8.23% | -10.8% |
1 Year | -14.65% | -14.64% |
3 Year | 16.32% | 15.98% |
5 Year | 23.8% | 17.94% |
Rolling Lumpsum Returns
Scheme Name | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Year | 15.38% | 13.22% |
3 Year | 12.67% | 16.23% |
5 Year | 13.1% | 15.48% |
Risk Management
Scheme Name | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
---|---|---|
Standard Deviation | 13.134% | 12.32% |
Sharp | 1.053% | 0.7% |
Beta | 0.878% | 0.97% |
Alpha | 7.965% | 3.53% |
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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 |
Fund Manage | 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 | 26.52731 | 6.02023 |
Large Cap | 46.24847 | 54.95406 |
Small Cap | 11.95951 | 15.94112 |
Mid Cap | 15.26471 | 23.08463 |
Sector Allocation
Scheme Name |
SBI Contra Fund - Regular Plan -Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 23.51545 | 4.15209 |
Energy | 7.09123 | 1.33403 |
Technology | 9.22371 | 11.06738 |
Basic Materials | 7.95758 | 4.78926 |
Consumer Defensive | 4.53982 | 3.7538 |
Industrials | 5.06932 | 8.87841 |
Financial Services | 19.38422 | 31.22747 |
Healthcare | 7.00438 | 14.39989 |
Consumer Cyclical | 6.3801 | 13.98706 |
Communication Services | 3.75926 | 1.98248 |
Utilities | 5.53623 | 3.10223 |
Real Estate | 0.5387 | 1.32594 |
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