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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

SBI Contra Direct Plan Growth

Equity
Contra
4.0
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Invesco India Contra Fund Direct Growth

Equity
Contra
4.0
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SBI Contra Direct Plan Growth

(22.1%)

Invesco India Contra Fund Direct Growth

(9.1%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio1.29%0.57%-
NAV₹204.0 (16-May-2022)₹78.1 (16-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹4,491Cr₹8,655Cr-
Exit LoadExit load of 1% if redeemed within 1 yearFor units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.-
Returns
1Y
22.1%
9.1%
-
3Y
23.3%
16.2%
-
5Y
13.6%
13.2%
-
Pros & Cons
Pros
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 5.67 The fund has generated returns higher than benchmark - S&P BSE 500 TRI - in the last 3Y
3. Lower expense ratio: 1.33%
4. Consistently top ranked fund
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%
-
Cons
1. 1Y annualised returns lower than category average by 22.76%
1. 1Y annualised returns lower than category average by 37.52%
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Holding Analysis

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

Top 10 Holdings
Name
Assets
GAIL (India) Ltd.
3.2%
HCL Technologies Ltd.
3.0%
Tube Investments Of India Ltd.
2.9%
ICICI Bank Ltd.
2.5%
Neogen Chemicals Ltd.
2.4%
NMDC Ltd.
2.4%
Reserve Bank of India
2.4%
State Bank of India
2.3%
Reliance Industries Ltd.
2.2%
ITC Ltd.
2.2%
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%
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Fund Manager
Name
Dinesh Balachandran
Taher Badshah
-
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.
-
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
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

-

Registrar & Transfer Agent

Cams

KFin Tech

-

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