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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 5.5% 3.84%
6 Month -7.33% -6.17%
1 Year 5.27% 16.28%
3 Year 20.26% 19.08%
5 Year 34.4% 26.95%

SIP Return Analysis

Scheme Name SBI Contra Fund Regular Plan Growth Invesco India Contra Fund - Growth
6 Month -0.5% -0.75%
1 Year -5.45% -2.96%
3 Year 18.92% 20.28%
5 Year 24.61% 20.01%

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% 0.71%
Beta 0.86% 0.98%
Alpha 7.27% 3.66%

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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 27.97 4.94
Large Cap 47.66 56.8
Small Cap 10.78 15.8
Mid Cap 13.6 22.47

Sector Allocation

Scheme Name

SBI Contra Fund Regular Plan Growth

Invesco India Contra Fund - Growth

Others 24.98 2.5
Energy 6.82 1.18
Technology 8.84 10.75
Basic Materials 7.09 4.38
Consumer Defensive 4.3 3.75
Industrials 4.21 8.26
Financial Services 22.65 33.36
Healthcare 7.08 15.09
Consumer Cyclical 5.38 14.88
Communication Services 3.01 1.98
Utilities 5.12 2.61
Real Estate 0.52 1.28

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