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Compare Invesco India 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 | 1.64 | 1.51 |
NAV | ₹126.09 | ₹360.02 |
Fund Started | 15 Feb 2007 | 09 May 2005 |
Fund Size | ₹18153.48 Cr | ₹42180.93 Cr |
Exit Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | 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
1.64
1.51
NAV
₹126.09
₹360.02
Fund Started
15 Feb 2007
09 May 2005
Fund Size
₹18153.48 Cr
₹42180.93 Cr
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 19.52% | 11.53% |
3 Year | 16.22% | 19.34% |
5 Year | 20.25% | 27.67% |
1 Year
19.52%
11.53%
3 Year
16.22%
19.34%
5 Year
20.25%
27.67%
Holding Analysis
Equity | 97.09% | 87.39% |
Cash | 2.91% | 7.23% |
Equity
97.09%
87.39%
Cash
2.91%
7.23%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.70% |
ICICI Bank Ltd. | 7.00% |
Infosys Ltd. | 6.36% |
Axis Bank Ltd. | 3.25% |
Mahindra & Mahindra Ltd. | 2.61% |
NTPC Ltd. | 2.45% |
REC Ltd. | 2.41% |
Apollo Hospitals Enterprise Ltd. | 2.36% |
Larsen & Toubro Ltd. | 2.34% |
Bharat Electronics Ltd. | 2.22% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.35% |
Nifty 50 | 5.08% |
Nifty Bank | 4.18% |
Reliance Industries Ltd. | 3.55% |
GAIL (India) Ltd. | 2.35% |
Tech Mahindra Ltd. | 2.34% |
Kotak Mahindra Bank Ltd. | 2.17% |
Torrent Power Ltd. | 2.17% |
State Bank of India | 1.93% |
ITC Ltd. | 1.92% |
Fund Manager
Name | Amit Ganatra | Dinesh Balachandran |
Start Date | 01 Sep 2022 | 01 Dec 2024 |
Name
Amit Ganatra
Dinesh Balachandran
Start Date
01 Sep 2022
01 Dec 2024
About Fund
Description | The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing. | 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 | 15 Feb 2007 | 09 May 2005 |
Description
The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
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
15 Feb 2007
09 May 2005
