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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Invesco India Contra Fund Direct Growth

Equity
Contra
5.0 star
INVEST NOW
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Kotak India EQ Contra Fund Direct Growth

Equity
Contra
4.0 star
INVEST NOW
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Invesco India Contra Fund Direct Growth

(5.5%)

Kotak India EQ Contra Fund Direct Growth

(0.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹1000-
Expense Ratio0.70%1.05%-
NAV₹54.2 (29-Sep-2020)₹57.8 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹5,019Cr₹818Cr-
Returns
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1Y
5.5%
0.1%
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3Y
7.4%
6.7%
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5Y
11.9%
10.7%
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Pros & Cons
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Pros
1. 1Y Returns are higher than the category average returns
Found nothing so far.
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Cons
1. Risk-adjusted returns are lower compared to the category
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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-
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P/B
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-
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Turn Over
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-
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Equity
-
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Reliance Industries Ltd.
10.0%
HDFC Bank Ltd.
8.5%
ICICI Bank Ltd.
7.2%
Infosys Ltd.
6.6%
Bharti Airtel Ltd.
4.8%
Axis Bank Ltd.
4.5%
Sun Pharmaceutical Inds. Ltd.
3.2%
HCL Technologies Ltd.
2.5%
Apollo Hospitals Enterprise Ltd.
2.4%
United Spirits Ltd.
2.3%
Name
Assets
Reliance Industries Ltd.
9.0%
Infosys Ltd.
6.8%
HDFC Bank Ltd.
6.2%
ICICI Bank Ltd.
5.9%
Tata Consultancy Services Ltd.
3.6%
Larsen & Toubro Ltd.
3.0%
Bharti Airtel Ltd.
2.9%
Ultratech Cement Ltd.
2.5%
Maruti Suzuki India Ltd.
2.3%
Shree Cement Ltd.
2.1%
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Fund Manager
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Name
Taher Badshah
Deepak Gupta
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Education

Mr. Taher Badshah is a B.E (Electronics) and MMS (Finance) from University of Mumbai.

Mr. Gupta is a B.Com (H), CA, Cost Accountant and CFA.

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Experience

Prior to joining Invesco Asset Management Pvt. Ltd. he has worked with Motilal Oswal Asset Management Company Ltd., Aditya Birla Sun Life Mutual Fund, Kotak Mahindra and ICICI Prudential AMC.

He has been associated with Kotak AMC since 2007.

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About Fund
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Description

Invesco Mutual Fund started their mutual fund on 24/07/2006 and its managing total assets of ₹25,182 Cr. Its ranked at 16 as per total assets at end of 30th Sep 2017.

Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.

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Launch Date
24 Jul 2006
23 Jun 1998
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Custodian
Deutsche Bank
Deutsche Bank
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Registrar & Transfer Agent
KFin Tech
Cams
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