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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 | 5.5% | 3.84% |
| 6 Month | -7.33% | -6.17% |
| 1 Year | 5.28% | 16.38% |
| 3 Year | 20.26% | 19.06% |
| 5 Year | 34.38% | 26.93% |
SIP Return Analysis
| Scheme Name | SBI Contra Fund Regular Plan Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | -0.5% | -0.75% |
| 1 Year | -5.45% | -2.96% |
| 3 Year | 18.92% | 20.28% |
| 5 Year | 24.61% | 20.01% |
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 | 11.58% | 12.32% |
| Sharp | 1% | 0.71% |
| Beta | 0.86% | 0.98% |
| Alpha | 7.27% | 3.66% |
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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 | 27.97 | 4.94 |
| Large Cap | 47.66 | 56.8 |
| Small Cap | 10.78 | 15.8 |
| Mid Cap | 13.6 | 22.47 |
Sector Allocation
| Scheme Name |
SBI Contra Fund Regular Plan Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 24.98 | 2.5 |
| Energy | 6.82 | 1.18 |
| Technology | 8.84 | 10.75 |
| Basic Materials | 7.09 | 4.38 |
| Consumer Defensive | 4.3 | 3.75 |
| Industrials | 4.21 | 8.26 |
| Financial Services | 22.65 | 33.36 |
| Healthcare | 7.08 | 15.09 |
| Consumer Cyclical | 5.38 | 14.88 |
| Communication Services | 3.01 | 1.98 |
| Utilities | 5.12 | 2.61 |
| Real Estate | 0.52 | 1.28 |
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