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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 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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