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 Very High Very High
Asset Size (Cr) ₹34317 Cr ₹16187 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 1999 11 Apr 2007
Category Contra Contra
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE 500
Turn Over 39% 63%
Expense Ratio 1.56 1.67
Manager Pradeep Kesavan Amit Ganatra
ISIN Code INF200K01362 INF205K01189
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Contra Fund - Regular Plan -Growth Invesco India Contra Fund - Growth
1 Month 1.29% 1.34%
6 Month 19.09% 24.79%
1 Year 43.85% 50.85%
3 Year 27.45% 21.9%
5 Year 32.25% 24.67%

SIP Return Analysis

Scheme Name SBI Contra Fund - Regular Plan -Growth Invesco India Contra Fund - Growth
6 Month - -
1 Year 18.78% 20.34%
3 Year 54.81% 44.8%
5 Year 126.53% 82.67%

Rolling Lumpsum Returns

Scheme Name SBI Contra Fund - Regular Plan -Growth Invesco India Contra Fund - Growth
1 Year 34% 24.01%
3 Year 92.37% 60.83%
5 Year 135.79% 90.66%

Risk Management

Scheme Name SBI Contra Fund - Regular Plan -Growth Invesco India Contra Fund - Growth
Standard Deviation 11.58% 12.32%
Sharp 1.69% 1.13%
Beta 0.85% 0.93%
Alpha 11.48% 5.18%

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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 23.3 6.65
Large Cap 37.71 64.17
Small Cap 13.87 9.54
Mid Cap 25.15 19.64

Sector Allocation

Scheme Name

SBI Contra Fund - Regular Plan -Growth

Invesco India Contra Fund - Growth

Others 4.53 3.21
Financial 29.32 27.15
Consumer Staples 3.26 2.98
Consumer Discretionary 2.81 2.63
Materials 3.71 1.39
Automobile 6.39 8.59
Energy 15.33 7.39
Technology 5.11 7.54
Services 4.46 8.37
Metals & Mining 7.06 0.96
Construction 2.41 2.85
Healthcare 7.15 9.94
Insurance 2.34 0.79
Capital Goods 2.53 11.98
Chemicals 1.65 1.44
Communication 1.49 1.72
Textiles 0.48 -
Diversified - 1.07

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