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 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% | 17.13% |
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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