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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 | 1.49 | 1.63 |
NAV | ₹394.78 | ₹137.81 |
Fund Started | 09 May 2005 | 15 Feb 2007 |
Fund Size | ₹49218.42 Cr | ₹20173.03 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
1.49
1.63
NAV
₹394.78
₹137.81
Fund Started
09 May 2005
15 Feb 2007
Fund Size
₹49218.42 Cr
₹20173.03 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.
Returns
1 Year | 6.68% | 6.36% |
3 Year | 20.14% | 19.58% |
5 Year | 27.16% | 20.12% |
1 Year
6.68%
6.36%
3 Year
20.14%
19.58%
5 Year
27.16%
20.12%
Holding Analysis
Equity | 90.19% | 98.73% |
Cash | 4.87% | 1.27% |
Equity
90.19%
98.73%
Cash
4.87%
1.27%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Nifty 50 | 10.00% |
HDFC Bank Ltd. | 8.11% |
Reliance Industries Ltd. | 5.95% |
Tata Steel Ltd. | 2.75% |
Kotak Mahindra Bank Ltd. | 2.74% |
ITC Ltd. | 2.65% |
Punjab National Bank | 2.51% |
Biocon Ltd. | 2.18% |
GAIL (India) Ltd. | 1.93% |
Dabur India Ltd. | 1.87% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.29% |
ICICI Bank Ltd. | 6.05% |
Infosys Ltd. | 4.66% |
Mahindra & Mahindra Ltd. | 3.84% |
Larsen & Toubro Ltd. | 3.80% |
Axis Bank Ltd. | 3.18% |
Eternal Ltd. | 2.81% |
Apollo Hospitals Enterprise Ltd. | 2.71% |
Cholamandalam Investment and Finance Company Ltd. | 2.45% |
Coforge Ltd. | 2.20% |
Fund Manager
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
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