Kotak India EQ Contra Fund vs SBI Contra Fund compare

Overview

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Fund	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3928 Cr	₹34317 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	27 Jul 2005	14 Jul 1999
Category	Contra	Contra
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	23.64%	39%
Expense Ratio	1.88	1.56
Manager	Shibani Kurian	Pradeep Kesavan
ISIN Code	INF174K01245	INF200K01362
Exits Load	Exit load of 1% if redeemed within 90 days./365	Exit load of 1% if redeemed within 1 year/365

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
1 Month	-6.36%	-5.69%
6 Month	5.55%	4.81%
1 Year	33.82%	29.28%
3 Year	19.33%	22.3%
5 Year	21.16%	29.24%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
6 Month	-	-
1 Year	21.74%	19.26%
3 Year	28.25%	28.54%
5 Year	26.1%	31.92%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
1 Year	14.69%	15.21%
3 Year	13.07%	12.45%
5 Year	13.33%	12.98%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Standard Deviation	12.72%	11.58%
Sharp	1.32%	1.31%
Beta	0.95%	0.88%
Alpha	4.59%	8.45%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Name	Shibani Kurian	Pradeep Kesavan
Total AUM	₹0 Cr	₹434274 Cr
Fund Manage	5	43
	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Others	1.16	23.3
Large Cap	64.44	37.71
Mid Cap	16.74	25.15
Small Cap	17.57	13.87

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Others	1.16	4.53
Petroleum Products	4.25	-
IT - Software	8.5	-
Pharmaceuticals & Biotechnology	6.22	-
Construction	3.76	2.41
Banks	18.79	-
Diversified FMCG	3.18	-
Non - Ferrous Metals	1.03	-
Healthcare Services	1.79	-
Realty	1.19	-
Industrial Manufacturing	1.82	-
Personal Products	3.02	-
Finance	5.85	-
Insurance	1.17	2.34
Gas	2.85	-
Automobiles	3.89	-
Fertilizers & Agrochemicals	1.03	-
Entertainment	2.26	-
Oil	1.56	-
Consumer Durables	3.12	-
Aerospace & Defense	3.34	-
Industrial Products	2.09	-
Auto Components	5.65	-
Telecom - Services	2.35	-
Cement & Cement Products	2	-
Transport Services	1.34	-
Beverages	2.07	-
Power	3.56	-
Ferrous Metals	1.07	-
Financial	-	29.32
Consumer Staples	-	3.26
Consumer Discretionary	-	2.81
Materials	-	3.71
Automobile	-	6.39
Energy	-	15.33
Technology	-	5.11
Services	-	4.46
Metals & Mining	-	7.06
Healthcare	-	7.15
Capital Goods	-	2.53
Chemicals	-	1.65
Communication	-	1.49
Textiles	-	0.48