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SBI Contra Fund vs Invesco India Contra Fund compare

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tortoise-icon SBI Contra Fund Regular Plan Growth

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tortoise-icon Invesco India Contra Fund - Growth

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Chart Comparison

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

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 Average Very High
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 4.45% 5.47%
6 Month -11.63% -13.62%
1 Year 5.24% 10.78%
3 Year 20.76% 16.98%
5 Year 37.09% 28.21%

SIP Return Analysis

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
6 Month -4.32% -5.9%
1 Year -8.92% -7.1%
3 Year 18.71% 19.35%
5 Year 24.97% 19.77%

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 1.05% 0.7%
Beta 0.88% 0.97%
Alpha 7.84% 3.53%

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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
Funds Managed 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 26.53 6.02
Large Cap 46.25 54.95
Small Cap 11.96 15.94
Mid Cap 15.26 23.08

Sector Allocation

Scheme Name

SBI Contra Fund Regular Plan Growth

Invesco India Contra Fund - Growth

Others 23.52 4.15
Energy 7.09 1.33
Technology 9.22 11.07
Basic Materials 7.96 4.79
Consumer Defensive 4.54 3.75
Industrials 5.07 8.88
Financial Services 19.38 31.23
Healthcare 7 14.4
Consumer Cyclical 6.38 13.99
Communication Services 3.76 1.98
Utilities 5.54 3.1
Real Estate 0.54 1.33

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