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Compare SBI Contra Fund vs Invesco India Contra Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 3.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.5 | 1.65 |
NAV | ₹379.18 | ₹132.81 |
Fund Started | 09 May 2005 | 15 Feb 2007 |
Fund Size | ₹44068.57 Cr | ₹18046.02 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
5.0
3.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.5
1.65
NAV
₹379.18
₹132.81
Fund Started
09 May 2005
15 Feb 2007
Fund Size
₹44068.57 Cr
₹18046.02 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Returns
1 Year | 7.92% | 15.09% |
3 Year | 25.40% | 24.28% |
5 Year | 36.31% | 27.18% |
1 Year
7.92%
15.09%
3 Year
25.40%
24.28%
5 Year
36.31%
27.18%
Holding Analysis
Equity | 89.42% | 98.88% |
Cash | 4.19% | 1.12% |
Equity
89.42%
98.88%
Cash
4.19%
1.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.83% |
Nifty 50 | 8.17% |
Reliance Industries Ltd. | 6.29% |
Nifty Bank | 4.31% |
Kotak Mahindra Bank Ltd. | 3.21% |
ITC Ltd. | 2.59% |
GAIL (India) Ltd. | 2.23% |
Torrent Power Ltd. | 2.15% |
Punjab National Bank | 1.92% |
Dabur India Ltd. | 1.89% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.32% |
ICICI Bank Ltd. | 7.81% |
Infosys Ltd. | 5.42% |
Mahindra & Mahindra Ltd. | 3.48% |
Axis Bank Ltd. | 3.42% |
Apollo Hospitals Enterprise Ltd. | 2.75% |
Eternal Ltd. | 2.64% |
NTPC Ltd. | 2.59% |
Bharat Electronics Ltd. | 2.56% |
Larsen & Toubro Ltd. | 2.42% |
Fund Manager
Name | Dinesh Balachandran | Amit Ganatra |
Start Date | 01 Dec 2024 | 01 Sep 2022 |
Name
Dinesh Balachandran
Amit Ganatra
Start Date
01 Dec 2024
01 Sep 2022
About Fund
Description | 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. | The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing. |
Launch Date | 09 May 2005 | 15 Feb 2007 |
Description
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.
The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
Launch Date
09 May 2005
15 Feb 2007