Kotak India EQ Contra Fund vs SBI Contra Fund compare

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tortoise-icon Kotak India EQ Contra Fund - Growth

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tortoise-icon SBI Contra Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3499 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 1.9 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

Trailing Lumpsum Returns

Scheme Name Kotak India EQ Contra Fund - Growth SBI Contra Fund - Regular Plan -Growth
1 Month 1.37% 3.9%
6 Month 21.88% 22.54%
1 Year 54.12% 42.23%
3 Year 24.67% 27.99%
5 Year 24.9% 31.98%

SIP Return Analysis

Scheme Name Kotak India EQ Contra Fund - Growth SBI Contra Fund - Regular Plan -Growth
6 Month - -
1 Year 23.1% 18.78%
3 Year 53.39% 54.81%
5 Year 95.33% 126.53%

Rolling Lumpsum Returns

Scheme Name Kotak India EQ Contra Fund - Growth SBI Contra Fund - Regular Plan -Growth
1 Year 25.72% 34%
3 Year 68.36% 92.37%
5 Year 102.89% 135.79%

Risk Management

Scheme Name Kotak India EQ Contra Fund - Growth SBI Contra Fund - Regular Plan -Growth
Standard Deviation 12.72% 11.58%
Sharp 1.32% 1.69%
Beta 0.95% 0.85%
Alpha 4.59% 11.48%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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