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Compare Kotak India EQ Contra Fund vs SBI Contra Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.86 | 1.49 |
NAV | ₹147.38 | ₹379.07 |
Fund Started | 02 Jun 2005 | 09 May 2005 |
Fund Size | ₹4283.33 Cr | ₹45495.71 Cr |
Exit Load | Exit load of 1% if redeemed within 90 days. | Exit load of 1% if redeemed within 1 year |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.86
1.49
NAV
₹147.38
₹379.07
Fund Started
02 Jun 2005
09 May 2005
Fund Size
₹4283.33 Cr
₹45495.71 Cr
Exit Load
Exit load of 1% if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 2.24% | 2.19% |
3 Year | 26.47% | 26.37% |
5 Year | 26.48% | 34.20% |
1 Year
2.24%
2.19%
3 Year
26.47%
26.37%
5 Year
26.48%
34.20%
Holding Analysis
Equity | 98.77% | 89.67% |
Cash | 1.23% | 4.10% |
Equity
98.77%
89.67%
Cash
1.23%
4.10%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.11% |
ICICI Bank Ltd. | 6.01% |
State Bank of India | 3.75% |
Reliance Industries Ltd. | 3.51% |
Infosys Ltd. | 3.30% |
Bharti Airtel Ltd. | 3.11% |
Tech Mahindra Ltd. | 2.87% |
Mphasis Ltd. | 2.51% |
Zen Technologies Ltd. | 2.47% |
Axis Bank Ltd. | 2.43% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.65% |
Nifty 50 | 8.06% |
Reliance Industries Ltd. | 6.16% |
Nifty Bank | 4.23% |
ITC Ltd. | 3.56% |
Kotak Mahindra Bank Ltd. | 2.92% |
GAIL (India) Ltd. | 2.17% |
Punjab National Bank | 1.96% |
Tata Steel Ltd. | 1.88% |
Torrent Power Ltd. | 1.86% |
Fund Manager
Name | Shibani Sircar Kurian | Dinesh Balachandran |
Start Date | 06 Feb 2023 | 01 Dec 2024 |
Name
Shibani Sircar Kurian
Dinesh Balachandran
Start Date
06 Feb 2023
01 Dec 2024
About Fund
Description | The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued. | The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy. |
Launch Date | 02 Jun 2005 | 09 May 2005 |
Description
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.
Launch Date
02 Jun 2005
09 May 2005