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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 | 1.66 |
NAV | ₹369.92 | ₹129.52 |
Fund Started | 09 May 2005 | 15 Feb 2007 |
Fund Size | ₹42220.04 Cr | ₹17265.19 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
1.66
NAV
₹369.92
₹129.52
Fund Started
09 May 2005
15 Feb 2007
Fund Size
₹42220.04 Cr
₹17265.19 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 | 5.87% | 15.06% |
3 Year | 21.40% | 19.88% |
5 Year | 36.00% | 26.61% |
1 Year
5.87%
15.06%
3 Year
21.40%
19.88%
5 Year
36.00%
26.61%
Holding Analysis
Equity | 85.51% | 98.68% |
Cash | 1.79% | 1.32% |
Equity
85.51%
98.68%
Cash
1.79%
1.32%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.76% |
Nifty 50 | 8.37% |
Reliance Industries Ltd. | 4.24% |
Nifty Bank | 4.22% |
Kotak Mahindra Bank Ltd. | 3.29% |
GAIL (India) Ltd. | 2.25% |
Torrent Power Ltd. | 2.17% |
Dabur India Ltd. | 2.05% |
Tech Mahindra Ltd. | 1.94% |
Tata Steel Ltd. | 1.94% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.42% |
ICICI Bank Ltd. | 7.86% |
Infosys Ltd. | 5.59% |
Axis Bank Ltd. | 3.53% |
Mahindra & Mahindra Ltd. | 3.31% |
NTPC Ltd. | 2.77% |
Apollo Hospitals Enterprise Ltd. | 2.73% |
Larsen & Toubro Ltd. | 2.64% |
Bharat Electronics Ltd. | 2.56% |
Eternal Ltd. | 2.39% |
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