Groww Logo
Home>Mutual Funds>Compare Invesco India Contra Fund Direct Growth with Kotak India EQ Contra Fund Direct Growth
SHARE

Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Invesco India Contra Fund Direct Growth

Equity
Contra
4.0
INVEST NOW

Kotak India EQ Contra Fund Direct Growth

Equity
Contra
5.0
INVEST NOW

Add a fund

Invesco India Contra Fund Direct Growth

(5.2%)

Kotak India EQ Contra Fund Direct Growth

(7.2%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹1000-
Expense Ratio0.57%0.92%-
NAV₹77.8 (19-May-2022)₹87.1 (20-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹8,655Cr₹1,260Cr-
Exit LoadFor 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%
-
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%
-
Cons
1. 1Y annualised returns lower than category average by 37.52%
1. 1Y annualised returns lower than category average by 38.63%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

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%
-
Fund Manager
Name
Taher Badshah
Shibani Kurian
-
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
-
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.
-
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.

-

Launch Date

24 Jul 2006

05 Aug 1994

-

Custodian

Deutsche Bank

Deutsche Bank

-

Registrar & Transfer Agent

KFin Tech

Cams

-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
L&T Emerging Businesses Fund - Direct - Growth
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.3.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI