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)	₹3935 Cr	₹40486 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	27 Jul 2005	06 May 2005
Category	Contra	Contra
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	23.64%	39%
Expense Ratio	1.88	1.52
Manager	Shibani Kurian	Pradeep Kesavan
ISIN Code	INF174K01245	INF200K01362
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	SBI Contra Fund - Regular Plan - 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	SBI Contra Fund - Regular Plan -Growth
1 Month	-5.23%	-2.61%
6 Month	-6.59%	-4.44%
1 Year	13.32%	13.65%
3 Year	18.25%	21.2%
5 Year	19.79%	27.97%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
6 Month	-	-
1 Year	0.74%	2.26%
3 Year	22.39%	23.24%
5 Year	22.85%	28.59%

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%	1.15%
Beta	0.95%	0.89%
Alpha	4.59%	7.27%

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	1.39	20.47
Large Cap	59.03	44.55
Mid Cap	17.56	21.82
Small Cap	21.71	13.16

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Others	1.39	20.47
Petroleum Products	3.59	3.7
IT - Software	11.69	6.63
Construction	3.42	1.62
Retailing	1.94	1.76
Diversified FMCG	3.67	2.02
Pharmaceuticals & Biotechnology	4.96	6.17
Non - Ferrous Metals	0.91	1.61
Banks	17.54	16.28
Healthcare Services	2.77	0.9
Realty	1.18	1.3
Industrial Manufacturing	1.25	0.52
Personal Products	2.33	1.74
Finance	6.27	0.35
Insurance	1.13	2.33
Gas	2.86	3.47
Automobiles	3.74	3.43
Fertilizers & Agrochemicals	1.55	1.47
Entertainment	2.93	-
Oil	1.35	1.57
Consumer Durables	3.18	3.46
Aerospace & Defense	2.86	-
Auto Components	2.19	0.2
Telecom - Services	2.75	3.11
Capital Markets	1.86	1.16
Cement & Cement Products	0.94	3.19
Transport Services	1.27	0.85
Chemicals & Petrochemicals	0.77	0.43
Industrial Products	0.96	2.1
Power	3.03	3.23
Ferrous Metals	0.67	2.27
Leisure Services	1.31	-
Beverages	1.43	1.08
Agricultural, Commercial & Construction Vehicles	-	0.54
Food Products	-	0.08
Minerals & Mining	-	0.52
Textiles & Apparels	-	0.44