Compare SBI Contra Direct Plan Growth vs Invesco India Contra Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Contra Direct Plan GrowthEquity
Contra
5.0
INVEST NOW
Invesco India Contra Fund Direct GrowthEquity
Contra
3.0
INVEST NOW
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SBI Contra Direct Plan Growth

(50.7%)

Invesco India Contra Fund Direct Growth

(47.8%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹100	-
Expense Ratio	0.64%	0.54%	-
NAV	₹375.4 (23-Apr-2024)	₹130.1 (24-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹26,777Cr	₹13,903Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.	-

Returns

1Y
50.7%
47.8%
-
3Y
33.3%
23.8%
-
5Y
26.5%
20.1%
-

Pros & Cons

Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2. Higher alpha: 13.03
The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y 3. Lower expense ratio: 0.64%
1. 3Y, 5Y and 10Y annualised returns higher than category average2. Higher alpha: 4.1
The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y 3. Lower expense ratio: 0.54%
-

Cons
Found nothing so far.
1. 1Y annualised returns lower than category average by 2.39%
-

Holding Analysis

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

Top 10 Holdings
Name
Assets
State Bank of India
2.9%
Nifty Bank
2.9%
HDFC Bank Ltd.
2.8%
GAIL (India) Ltd.
2.8%
Cognizant Technology Solutions Corp.
2.3%
ICICI Bank Ltd.
2.2%
Torrent Power Ltd.
1.9%
Tata Steel Ltd.
1.9%
Axis Bank Ltd.
1.9%
Reserve Bank of India
1.9%
Name
Assets
ICICI Bank Ltd.
6.3%
HDFC Bank Ltd.
5.3%
NTPC Ltd.
5.0%
Infosys Ltd.
4.5%
Bharat Electronics Ltd.
3.4%
State Bank of India
2.9%
Zomato Ltd.
2.7%
Sun Pharmaceutical Industries Ltd.
2.5%
Mahindra & Mahindra Ltd.
2.5%
Axis Bank Ltd.
2.4%
-

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.
-

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
-
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Deutsche Bank
-
Registrar & Transfer Agent
Cams
KFin Tech
-

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Compare Funds

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

SBI Contra Direct Plan Growth

Invesco India Contra Fund Direct Growth

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SBI Contra Direct Plan Growth

Invesco India Contra Fund Direct Growth

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

2. Higher alpha: 13.03 The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y

3. Lower expense ratio: 0.64%

1. 3Y, 5Y and 10Y annualised returns higher than category average

2. Higher alpha: 4.1 The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y

3. Lower expense ratio: 0.54%

Found nothing so far.

1. 1Y annualised returns lower than category average by 2.39%

Holding Analysis

Top Holdings

Popular Comparisons