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 | 3.62% | 2.86% |
6 Month | -4.87% | -6.08% |
1 Year | 8.49% | 6.82% |
3 Year | 19.67% | 20.86% |
5 Year | 27.09% | 35.76% |
SIP Return Analysis
Scheme Name | Kotak India EQ Contra Fund - Growth | SBI Contra Fund Regular Plan Growth |
---|---|---|
6 Month | -0.59% | -0.5% |
1 Year | -6.66% | -5.45% |
3 Year | 19.08% | 18.92% |
5 Year | 20.19% | 24.61% |
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% |
Beta | 0.98% | 0.86% |
Alpha | 4.042% | 7.27% |
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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 | 27.97 |
Large Cap | 59.59 | 47.66 |
Small Cap | 22.58 | 10.78 |
Mid Cap | 15.18 | 13.6 |
Sector Allocation
Scheme Name |
Kotak India EQ Contra Fund - Growth |
SBI Contra Fund Regular Plan Growth |
---|---|---|
Others | 0.97 | 24.98 |
Energy | 4.84 | 6.82 |
Technology | 13.97 | 8.84 |
Consumer Cyclical | 10.52 | 5.38 |
Industrials | 9.62 | 4.21 |
Consumer Defensive | 6.18 | 4.3 |
Healthcare | 7.67 | 7.08 |
Financial Services | 28.04 | 22.65 |
Real Estate | 1.11 | 0.52 |
Utilities | 5.01 | 5.12 |
Basic Materials | 7.26 | 7.09 |
Communication Services | 4.79 | 3.01 |
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