Kotak India EQ Contra Fund vs SBI Contra Fund compare
Kotak India EQ Contra Fund - Growth
SBI Contra Fund Regular Plan Growth
Chart Comparison
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 | Average |
Asset Size (Cr) | ₹3845 Cr | ₹41634 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
1 Month | 7.29% | 4.99% |
6 Month | -13.51% | -11.76% |
1 Year | 7.26% | 7.01% |
3 Year | 19.07% | 22.05% |
5 Year | 28.32% | 37.11% |
SIP Return Analysis
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
6 Month | -5.41% | -4.32% |
1 Year | -10.59% | -8.92% |
3 Year | 18.57% | 18.71% |
5 Year | 20.24% | 24.97% |
Rolling Lumpsum Returns
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
1 Year | 14.95% | 15.38% |
3 Year | 13.23% | 12.67% |
5 Year | 13.43% | 13.1% |
Risk Management
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 14.541% | 11.58% |
Sharp | 0.73% | 1.05% |
Beta | 0.98% | 0.88% |
Alpha | 4.042% | 7.84% |
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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 |
Funds Managed | 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 | 2.65 | 26.53 |
Large Cap | 59.59 | 46.25 |
Small Cap | 22.58 | 11.96 |
Mid Cap | 15.18 | 15.26 |
Sector Allocation
Scheme Name |
Kotak India EQ Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
---|---|---|
Others | 0.97 | 23.52 |
Energy | 4.84 | 7.09 |
Technology | 13.97 | 9.22 |
Consumer Cyclical | 10.52 | 6.38 |
Industrials | 9.62 | 5.07 |
Consumer Defensive | 6.18 | 4.54 |
Healthcare | 7.67 | 7 |
Financial Services | 28.04 | 19.38 |
Real Estate | 1.11 | 0.54 |
Utilities | 5.01 | 5.54 |
Basic Materials | 7.26 | 7.96 |
Communication Services | 4.79 | 3.76 |
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