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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 | 1.51 | 1.64 |
NAV | ₹388.83 | ₹138.89 |
Fund Started | 09 May 2005 | 15 Feb 2007 |
Fund Size | ₹41906.90 Cr | ₹18018.85 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
1.51
1.64
NAV
₹388.83
₹138.89
Fund Started
09 May 2005
15 Feb 2007
Fund Size
₹41906.90 Cr
₹18018.85 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 | 27.95% | 39.49% |
3 Year | 23.89% | 21.49% |
5 Year | 30.69% | 23.72% |
1 Year
27.95%
39.49%
3 Year
23.89%
21.49%
5 Year
30.69%
23.72%
Holding Analysis
Equity | 88.89% | 98.71% |
Cash | 5.89% | 1.29% |
Equity
88.89%
98.71%
Cash
5.89%
1.29%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.45% |
Nifty 50 | 5.22% |
Nifty Bank | 4.29% |
Reliance Industries Ltd. | 3.80% |
GAIL (India) Ltd. | 2.47% |
Tech Mahindra Ltd. | 2.36% |
Kotak Mahindra Bank Ltd. | 2.16% |
State Bank of India | 2.05% |
Oil And Natural Gas Corporation Ltd. | 1.95% |
ITC Ltd. | 1.91% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.34% |
ICICI Bank Ltd. | 7.15% |
Infosys Ltd. | 6.33% |
Axis Bank Ltd. | 3.49% |
NTPC Ltd. | 3.13% |
Coforge Ltd. | 2.60% |
Mahindra & Mahindra Ltd. | 2.59% |
REC Ltd. | 2.58% |
Larsen & Toubro Ltd. | 2.44% |
Zomato Ltd. | 2.41% |
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
