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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
2.0 star
INVEST NOW
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Invesco India Contra Fund Direct Growth

Equity
Contra
5.0 star
INVEST NOW
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SBI Contra Direct Plan Growth

(3.1%)

Invesco India Contra Fund Direct Growth

(5.5%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio1.67%0.70%-
NAV₹110.0 (29-Sep-2020)₹54.2 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹1,330Cr₹5,019Cr-
Returns
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1Y
3.1%
5.5%
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3Y
-0.3%
7.4%
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5Y
5.0%
11.9%
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Pros & Cons
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Pros
Found nothing so far.
1. 1Y Returns are higher than the category average returns
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Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio - 1.73%
3. 1Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Infosys Ltd.
4.5%
ICICI Bank Ltd.
3.8%
Federal Bank Ltd.
3.8%
ICICI Prudential Life Insurance Company Ltd.
3.7%
HDFC Bank Ltd.
3.6%
Sequent Scientific Ltd.
3.4%
Reliance Industries Ltd.
3.1%
Neogen Chemicals Ltd.
2.8%
Sun Pharmaceutical Inds. Ltd.
2.7%
Tata Motors Ltd.
2.7%
Name
Assets
Reliance Industries Ltd.
10.0%
HDFC Bank Ltd.
8.5%
ICICI Bank Ltd.
7.2%
Infosys Ltd.
6.6%
Bharti Airtel Ltd.
4.8%
Axis Bank Ltd.
4.5%
Sun Pharmaceutical Inds. Ltd.
3.2%
HCL Technologies Ltd.
2.5%
Apollo Hospitals Enterprise Ltd.
2.4%
United Spirits Ltd.
2.3%
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Fund Manager
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Name
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
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Description

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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