Kotak India EQ Contra Fund vs Invesco India Contra Fund compare

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)	₹3935 Cr	₹17718 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

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
1 Month	1.82%	2.96%
6 Month	1.54%	8.81%
1 Year	25.15%	31.49%
3 Year	21.78%	21.03%
5 Year	21.6%	22.32%

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
6 Month	-	-
1 Year	13.68%	24.57%
3 Year	26.85%	28.26%
5 Year	25.52%	25.59%

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
1 Year	14.69%	12.72%
3 Year	13.07%	16.03%
5 Year	13.33%	15.33%

Scheme Name	Kotak India EQ Contra Fund - Growth	Invesco India Contra Fund - Growth
Standard Deviation	12.72%	12.32%
Sharp	1.32%	1.04%
Beta	0.95%	0.95%
Alpha	4.59%	4.41%

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

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

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