Home>Mutual Funds>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
Invesco India Contra Fund Direct Growth
Equity
Contra
4.0
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Kotak India EQ Contra Fund Direct Growth
Equity
Contra
5.0
INVEST NOW
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Invesco India Contra Fund Direct Growth
(5.2%)
Kotak India EQ Contra Fund Direct Growth
(7.2%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.57% | 0.92% | - |
| NAV | ₹77.8 (19-May-2022) | ₹87.1 (20-May-2022) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹8,655Cr | ₹1,260Cr | - |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days | - |
Returns
1Y
5.2%
7.2%
-
3Y
15.7%
14.9%
-
5Y
13.5%
14.3%
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Pros & Cons
Pros
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 1.2 The fund has generated returns higher than benchmark - S&P BSE 500 TRI - in the last 3Y
3. Lower expense ratio: 0.57%
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 1.79 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
3. Lower expense ratio: 0.92%
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Cons
1. 1Y annualised returns lower than category average by 37.52%
1. 1Y annualised returns lower than category average by 38.63%
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Holding Analysis
Top 5
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Top 20
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-
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P/E
-
-
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P/B
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-
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Turnover
-
-
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Equity
-
-
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Cash
-
-
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Top Holdings
Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
8.5%
HDFC Bank Ltd.
7.5%
Infosys Ltd.
6.9%
State Bank of India
4.4%
Sun Pharmaceutical Industries Ltd.
3.8%
Reliance Industries Ltd.
3.7%
Axis Bank Ltd.
3.2%
Tech Mahindra Ltd.
3.2%
Larsen & Toubro Ltd.
3.1%
Maruti Suzuki India Ltd.
2.3%
Name
Assets
ICICI Bank Ltd.
7.4%
Reliance Industries Ltd.
6.9%
Infosys Ltd.
6.7%
HDFC Bank Ltd.
4.6%
State Bank of India
4.3%
Larsen & Toubro Ltd.
3.5%
Axis Bank Ltd.
3.3%
Bharti Airtel Ltd.
3.0%
Tata Consultancy Services Ltd.
2.9%
Ultratech Cement Ltd.
2.7%
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Fund Manager
Name
Taher Badshah
Shibani Kurian
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Education
Mr. Taher Badshah is a B.E (Electronics) and MMS (Finance) from University of Mumbai.
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
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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.
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
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About Fund
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
05 Aug 1994
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Custodian
Deutsche Bank
Deutsche Bank
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Registrar & Transfer Agent
KFin Tech
Cams
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