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Home>Mutual Funds>Compare SBI Contra Direct Plan Growth with Invesco India Contra Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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SBI Contra Direct Plan Growth
Equity
Contra
4.0star
INVEST NOW
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Invesco India Contra Fund Direct Growth
Equity
Contra
4.0star
INVEST NOW
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SBI Contra Direct Plan Growth
(87.2%)
Invesco India Contra Fund Direct Growth
(59.8%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.49% | 0.55% | - |
| NAV | ₹212.2 (27-Oct-2021) | ₹89.6 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹2,974Cr | ₹8,411Cr | - |
Returns
keyboard_arrow_up1Y
87.2%
59.8%
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3Y
27.5%
24.8%
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5Y
16.4%
19.5%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 5.25 The fund has generated returns higher than benchmark - S&P BSE 500 TRI - in the last 3Y
3. Lower expense ratio: 1.49%
4. 1Y category rank: 3, 3Y category rank: 1
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%
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Cons
Found nothing so far.
1. 1Y annualised returns lower than category average by 0.22%
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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
Tube Investments Of India Ltd.
3.6%
HCL Technologies Ltd.
3.5%
ICICI Bank Ltd.
3.4%
Reliance Industries Ltd.
3.0%
Info Edge (India) Ltd.
3.0%
Infosys Ltd.
2.6%
Neogen Chemicals Ltd.
2.4%
Axis Bank Ltd.
2.4%
Brigade Enterprises Ltd.
2.3%
Bharti Airtel Ltd.
2.3%
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%
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Fund Manager
keyboard_arrow_upName
Dinesh Balachandran
Taher Badshah
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Education
Mr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.
Mr. Taher Badshah is a B.E (Electronics) and MMS (Finance) from University of Mumbai.
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Experience
Prior to joining SBI Funds Management Pvt. Ltd. he has worked with Fidelity Investments, USA.
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.
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About Fund
keyboard_arrow_upDescription
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
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.
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Launch Date
29 Jun 1987
24 Jul 2006
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Custodian
SBI SG Global Securities Services Pvt.Ltd.
Deutsche Bank
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Registrar & Transfer Agent
Cams
KFin Tech
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