Home>Mutual Funds>Compare>Compare Invesco India Contra Fund Direct Growth with Kotak India EQ Contra Fund Direct Growth
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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
(24.9%)
Kotak India EQ Contra Fund Direct Growth
(18.8%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.56% | 1.00% | - |
| NAV | ₹68.0 (22-Jan-2021) | ₹72.8 (22-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹6,010Cr | ₹876Cr | - |
Returns
keyboard_arrow_up1Y
24.9%
18.8%
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3Y
9.8%
11.3%
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5Y
18.6%
17.5%
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Pros & Cons
keyboard_arrow_upPros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
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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
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.3%
ICICI Bank Ltd.
7.7%
Infosys Ltd.
7.7%
Reliance Industries Ltd.
5.6%
Bharti Airtel Ltd.
3.9%
Axis Bank Ltd.
3.5%
Larsen & Toubro Ltd.
3.1%
Sun Pharmaceutical Inds. Ltd.
2.9%
HCL Technologies Ltd.
2.9%
Ultratech Cement Ltd.
2.8%
Name
Assets
ICICI Bank Ltd.
7.8%
Reliance Industries Ltd.
7.5%
Infosys Ltd.
7.1%
HDFC Bank Ltd.
6.8%
Tata Consultancy Services Ltd.
3.5%
Ultratech Cement Ltd.
3.4%
Axis Bank Ltd.
3.2%
State Bank of India
3.1%
Larsen & Toubro Ltd.
2.8%
Bharti Airtel Ltd.
2.7%
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Fund Manager
keyboard_arrow_upName
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
keyboard_arrow_upDescription
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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