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 | 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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