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Compare Kotak India EQ 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 | 1.88 | 1.52 |
NAV | ₹143.11 | ₹371.40 |
Fund Started | 02 Jun 2005 | 09 May 2005 |
Fund Size | ₹3935.46 Cr | ₹40486.05 Cr |
Exit Load | Exit load of 1% if redeemed within 90 days. | 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
1.88
1.52
NAV
₹143.11
₹371.40
Fund Started
02 Jun 2005
09 May 2005
Fund Size
₹3935.46 Cr
₹40486.05 Cr
Exit Load
Exit load of 1% if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 34.29% | 29.27% |
3 Year | 19.55% | 22.30% |
5 Year | 21.41% | 29.20% |
1 Year
34.29%
29.27%
3 Year
19.55%
22.30%
5 Year
21.41%
29.20%
Holding Analysis
Equity | 98.30% | 87.20% |
Cash | 1.70% | 7.32% |
Equity
98.30%
87.20%
Cash
1.70%
7.32%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.38% |
Infosys Ltd. | 4.19% |
HDFC Bank Ltd. | 3.81% |
State Bank of India | 3.23% |
Mphasis Ltd. | 3.07% |
Tech Mahindra Ltd. | 3.07% |
Bharti Airtel Ltd. | 2.75% |
Reliance Industries Ltd. | 2.54% |
Hindustan Unilever Ltd. | 2.29% |
Hero Motocorp Ltd. | 2.13% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.45% |
Nifty Bank | 4.41% |
Nifty 50 | 3.92% |
Reliance Industries Ltd. | 3.12% |
Tech Mahindra Ltd. | 2.30% |
Kotak Mahindra Bank Ltd. | 2.19% |
State Bank of India | 2.08% |
GAIL (India) Ltd. | 2.03% |
ITC Ltd. | 2.02% |
Whirlpool Of India Ltd. | 1.99% |
Fund Manager
Name | Shibani Sircar Kurian | Dinesh Balachandran |
Start Date | 06 Feb 2023 | 04 May 2018 |
Name
Shibani Sircar Kurian
Dinesh Balachandran
Start Date
06 Feb 2023
04 May 2018
About Fund
Description | The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued. | 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 | 02 Jun 2005 | 09 May 2005 |
Description
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
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
02 Jun 2005
09 May 2005
