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Kotak India EQ Contra Fund vs Invesco India Contra Fund compare
Kotak India EQ Contra Fund - Growth
Invesco India Contra Fund - Growth
Chart Comparison
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) | ₹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 | 3.25% | 3.84% |
| 6 Month | -6.79% | -6.17% |
| 1 Year | 8.97% | 16.38% |
| 3 Year | 19.02% | 19.06% |
| 5 Year | 27.5% | 26.93% |
SIP Return Analysis
| Scheme Name | Kotak India EQ Contra Fund - Growth | Invesco India Contra Fund - Growth |
|---|---|---|
| 6 Month | -0.59% | -0.75% |
| 1 Year | -6.66% | -2.96% |
| 3 Year | 19.08% | 20.28% |
| 5 Year | 20.19% | 20.01% |
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 | 14.541% | 12.32% |
| Sharp | 0.73% | 0.71% |
| Beta | 0.98% | 0.98% |
| Alpha | 4.042% | 3.66% |
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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 |
| Funds Managed | 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 | 2.65 | 4.94 |
| Large Cap | 59.59 | 56.8 |
| Small Cap | 22.58 | 15.8 |
| Mid Cap | 15.18 | 22.47 |
Sector Allocation
| Scheme Name |
Kotak India EQ Contra Fund - Growth |
Invesco India Contra Fund - Growth |
|---|---|---|
| Others | 0.97 | 2.5 |
| Energy | 4.84 | 1.18 |
| Technology | 13.97 | 10.75 |
| Consumer Cyclical | 10.52 | 14.88 |
| Industrials | 9.62 | 8.26 |
| Consumer Defensive | 6.18 | 3.75 |
| Healthcare | 7.67 | 15.09 |
| Financial Services | 28.04 | 33.36 |
| Real Estate | 1.11 | 1.28 |
| Utilities | 5.01 | 2.61 |
| Basic Materials | 7.26 | 4.38 |
| Communication Services | 4.79 | 1.98 |
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