Compare SBI Contra Fund vs Invesco India Contra Fund
Risk | Very High | Very High |
Rating | 5.0 | 3.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.48 | 1.63 |
NAV | ₹392.86 | ₹136.19 |
Fund Started | 09 May 2005 | 15 Feb 2007 |
Fund Size | ₹49837.52 Cr | ₹20595.95 Cr |
Exit Load | Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days. | 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
1.48
1.63
NAV
₹392.86
₹136.19
Fund Started
09 May 2005
15 Feb 2007
Fund Size
₹49837.52 Cr
₹20595.95 Cr
Exit Load
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year | 1.18% | -1.60% |
3 Year | 19.19% | 19.04% |
5 Year | 23.83% | 18.49% |
1 Year
1.18%
-1.60%
3 Year
19.19%
19.04%
5 Year
23.83%
18.49%
Equity | 90.85% | 97.48% |
Cash | 4.68% | 2.52% |
Equity
90.85%
97.48%
Cash
4.68%
2.52%
Top 10 Holdings |
|
|
Top 10 Holdings
Nifty 50 | 10.06% |
HDFC Bank Ltd. | 8.18% |
Reliance Industries Ltd. | 6.20% |
Punjab National Bank | 2.83% |
Kotak Mahindra Bank Ltd. | 2.73% |
ITC Ltd. | 2.52% |
Tata Steel Ltd. | 2.50% |
Biocon Ltd. | 2.30% |
Indus Towers Ltd. | 2.03% |
Dabur India Ltd. | 1.96% |
HDFC Bank Ltd. | 7.76% |
ICICI Bank Ltd. | 5.64% |
Infosys Ltd. | 4.80% |
Mahindra & Mahindra Ltd. | 4.05% |
Larsen & Toubro Ltd. | 3.76% |
Axis Bank Ltd. | 3.23% |
Reliance Industries Ltd. | 2.56% |
Apollo Hospitals Enterprise Ltd. | 2.54% |
Cholamandalam Investment and Finance Company Ltd. | 2.45% |
Coforge Ltd. | 2.32% |
Name | Dinesh Balachandran | Amit Ganatra |
Start Date | 01 Dec 2024 | 03 Oct 2025 |
Name
Dinesh Balachandran
Amit Ganatra
Start Date
01 Dec 2024
03 Oct 2025
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