Compare Invesco India Contra Fund Direct Growth vs Kotak India EQ Contra Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Invesco India Contra Fund Direct GrowthEquity
Value Oriented
3.0
Kotak India EQ Contra Fund Direct GrowthEquity
Value Oriented
4.0
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Invesco India Contra Fund Direct Growth

(41.1%)

Kotak India EQ Contra Fund Direct Growth

(35.5%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹100
₹100
-
Expense Ratio
0.52%
0.55%
-
NAV
₹161.7 (10-Dec-2024)
₹178.2 (10-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹18,470Cr
₹4,047Cr
-
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit load of 1% if redeemed within 90 days.
-

Returns

1Y
41.1%
35.5%
-
3Y
22.9%
24.1%
-
5Y
25.2%
24.8%
-

Pros & Cons

Pros
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Higher alpha: 6.58 
The fund has generated returns higher than benchmark - BSE 500 Total Return Index - in the last 3Y 3.Lower expense ratio: 0.52%4.1Y category rank: 1
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Higher alpha: 8.04 
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 3.Lower expense ratio: 0.55%
-

Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.2%
HDFC Bank Ltd.
7.2%
Infosys Ltd.
6.1%
Axis Bank Ltd.
3.6%
NTPC Ltd.
3.6%
REC Ltd.
2.6%
Mahindra & Mahindra Ltd.
2.4%
Larsen & Toubro Ltd.
2.4%
Coforge Ltd.
2.3%
Bharat Electronics Ltd.
2.2%
Name
Assets
ICICI Bank Ltd.
5.4%
Infosys Ltd.
4.2%
HDFC Bank Ltd.
3.8%
State Bank of India
3.2%
Tech Mahindra Ltd.
3.1%
Mphasis Ltd.
3.1%
Bharti Airtel Ltd.
2.8%
Reliance Industries Ltd.
2.5%
Hindustan Unilever Ltd.
2.3%
Hero Motocorp Ltd.
2.1%
-

Fund Manager

Name
Taher Badshah
Shibani Sircar 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
-

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Compare Funds

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

Invesco India Contra Fund Direct Growth

Kotak India EQ Contra Fund Direct Growth

Add a fund

Invesco India Contra Fund Direct Growth

Kotak India EQ Contra Fund Direct Growth

1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Higher alpha: 6.58 The fund has generated returns higher than benchmark - BSE 500 Total Return Index - in the last 3Y

3.Lower expense ratio: 0.52%

4.1Y category rank: 1

1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Higher alpha: 8.04 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

3.Lower expense ratio: 0.55%

Found nothing so far.

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons