SBI Contra Fund vs Invesco India Contra Fund compare
SBI Contra Fund - Regular Plan -Growth
Invesco India Contra Fund - Growth
Chart Comparison
Overview
Scheme Name | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
---|---|---|
Fund | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹41634 Cr | ₹17168 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 May 2005 | 11 Apr 2007 |
Category | Contra | Contra |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 39% | 63% |
Expense Ratio | 1.52 | 1.64 |
Manager | Pradeep Kesavan | Amit Ganatra |
ISIN Code | INF200K01362 | INF205K01189 |
Exits Load | SBI Contra Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Contra Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Month | -3.73% | -4.08% |
6 Month | -10.91% | -9.83% |
1 Year | 4.74% | 11.56% |
3 Year | 21.33% | 17.11% |
5 Year | 27.25% | 18.35% |
SIP Return Analysis
Scheme Name | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | -7.91% | -5.19% |
3 Year | 18.98% | 18.59% |
5 Year | 26.07% | 19.94% |
Rolling Lumpsum Returns
Scheme Name | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
---|---|---|
1 Year | 15.38% | 13.22% |
3 Year | 12.67% | 16.23% |
5 Year | 13.1% | 15.48% |
Risk Management
Scheme Name | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
---|---|---|
Standard Deviation | 11.58% | 12.32% |
Sharp | 1.07% | 0.75% |
Beta | 0.9% | 0.98% |
Alpha | 6.85% | 3% |
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Fund Managers
Scheme Name | SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
---|---|---|
Name | Pradeep Kesavan | Amit Ganatra |
Total AUM | ₹434274 Cr | ₹23585 Cr |
Fund Manage | 43 | 5 |
SBI Contra Fund - Regular Plan -Growth | Invesco India Contra Fund - Growth |
Market Cap
Scheme Name |
SBI Contra Fund - Regular Plan -Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 20.47 | 3.42 |
Small Cap | 13.16 | 14.09 |
Large Cap | 44.55 | 59.71 |
Mid Cap | 21.82 | 22.78 |
Sector Allocation
Scheme Name |
SBI Contra Fund - Regular Plan -Growth |
Invesco India Contra Fund - Growth |
---|---|---|
Others | 20.47 | 3.42 |
Cement & Cement Products | 3.19 | 0.95 |
Petroleum Products | 3.7 | 1.37 |
IT - Software | 6.63 | 9.9 |
Personal Products | 1.74 | - |
Construction | 1.62 | 2.41 |
Capital Markets | 1.16 | 2.41 |
Non - Ferrous Metals | 1.61 | - |
Banks | 16.28 | 22.04 |
Realty | 1.3 | 1.39 |
Pharmaceuticals & Biotechnology | 6.17 | 9.86 |
Transport Services | 0.85 | 0.42 |
Ferrous Metals | 2.27 | - |
Auto Components | 0.2 | 1.9 |
Insurance | 2.33 | 2.16 |
Automobiles | 3.43 | 3.66 |
Industrial Products | 2.1 | 1.74 |
Telecom - Services | 3.11 | 1.79 |
Fertilizers & Agrochemicals | 1.47 | 0.96 |
Gas | 3.47 | - |
Industrial Manufacturing | 0.52 | 1.88 |
Chemicals & Petrochemicals | 0.43 | 0.62 |
Beverages | 1.08 | - |
Diversified FMCG | 2.02 | 0.46 |
Agricultural, Commercial & Construction Vehicles | 0.54 | - |
Oil | 1.57 | - |
Consumer Durables | 3.46 | 4.51 |
Retailing | 1.76 | 7.05 |
Food Products | 0.08 | 1.47 |
Power | 3.23 | 4.26 |
Minerals & Mining | 0.52 | - |
Finance | 0.35 | 4.41 |
Healthcare Services | 0.9 | 2.43 |
Textiles & Apparels | 0.44 | - |
Electrical Equipment | - | 0.85 |
Paper, Forest & Jute Products | - | 1.2 |
Aerospace & Defense | - | 2.21 |
Consumable Fuels | - | 1.03 |
Leisure Services | - | 1.24 |
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