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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
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Invesco India Contra Fund Direct Growth
Equity
Contra
4.0star
INVEST NOW
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Kotak India EQ Contra Fund Direct Growth
Equity
Contra
5.0star
INVEST NOW
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Invesco India Contra Fund Direct Growth
(59.8%)
Kotak India EQ Contra Fund Direct Growth
(60.4%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.55% | 0.98% | - |
| NAV | ₹89.6 (27-Oct-2021) | ₹96.4 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹8,411Cr | ₹1,169Cr | - |
Returns
keyboard_arrow_up1Y
59.8%
60.4%
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3Y
24.8%
24.7%
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5Y
19.5%
19.4%
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Pros & Cons
keyboard_arrow_upPros
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 1.42 The fund has generated returns higher than benchmark - S&P BSE 500 TRI - in the last 3Y
3. Lower expense ratio: 0.55%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 1.58 The fund has generated returns higher than benchmark - NIFTY 100 TRI - in the last 3Y
3. Lower expense ratio: 0.98%
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Cons
1. 1Y annualised returns lower than category average by 0.22%
Found nothing so far.
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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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Turnover
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.8%
HDFC Bank Ltd.
7.4%
Infosys Ltd.
6.2%
Reliance Industries Ltd.
4.5%
State Bank of India
4.2%
Axis Bank Ltd.
4.2%
Sun Pharmaceutical Industries Ltd.
3.9%
Larsen & Toubro Ltd.
3.5%
Ultratech Cement Ltd.
3.5%
Ashok Leyland Ltd.
2.8%
Name
Assets
ICICI Bank Ltd.
7.7%
HDFC Bank Ltd.
6.8%
Infosys Ltd.
6.3%
Reliance Industries Ltd.
6.2%
State Bank of India
4.2%
Tata Consultancy Services Ltd.
3.7%
Larsen & Toubro Ltd.
3.6%
Ultratech Cement Ltd.
3.4%
Bharti Airtel Ltd.
3.0%
Axis Bank Ltd.
3.0%
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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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