SBI Contra Fund vs Kotak India EQ Contra Fund compare

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Kotak India EQ Contra Fund - Growth

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SBI Contra Fund - Regular Plan -Growth

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Chart Comparison

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

Overview

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Fund	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3845 Cr	₹41634 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	27 Jul 2005	06 May 2005
Category	Contra	Contra
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	23.64%	39%
Expense Ratio	1.88	1.52
Manager	Shibani Kurian	Pradeep Kesavan
ISIN Code	INF174K01245	INF200K01362
Exits Load	Kotak India EQ Contra Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	SBI Contra Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
1 Month	-2.95%	-3.2%
6 Month	-14.95%	-12.34%
1 Year	1.44%	2.02%
3 Year	18.46%	21.24%
5 Year	21.54%	30.4%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
6 Month	-10.2%	-8.23%
1 Year	-17.77%	-14.65%
3 Year	15.42%	16.32%
5 Year	18.5%	23.8%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
1 Year	14.95%	15.38%
3 Year	13.23%	12.67%
5 Year	13.43%	13.1%

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Standard Deviation	14.541%	11.58%
Sharp	0.73%	1.05%
Beta	0.98%	0.88%
Alpha	4.042%	7.84%

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Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Name	Shibani Kurian	Pradeep Kesavan
Total AUM	₹0 Cr	₹434274 Cr
Fund Manage	5	43
	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Others	2.64884	26.52731
Large Cap	59.5914	46.24847
Small Cap	22.57689	11.95951
Mid Cap	15.18284	15.26471

Scheme Name	Kotak India EQ Contra Fund - Growth	SBI Contra Fund - Regular Plan -Growth
Others	0.97405	23.51545
Energy	4.8432	7.09123
Technology	13.97273	9.22371
Consumer Cyclical	10.52411	6.3801
Industrials	9.61588	5.06932
Consumer Defensive	6.18195	4.53982
Healthcare	7.67207	7.00438
Financial Services	28.03993	19.38422
Real Estate	1.10963	0.5387
Utilities	5.013	5.53623
Basic Materials	7.25891	7.95758
Communication Services	4.79451	3.75926