SBI Contra Fund (G) vs Invesco India Contra Fund (G)

Both SBI Contra Fund (G) and Invesco India Contra Fund (G) belong to Contra. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for SBI Contra Fund (G) and Invesco India Contra Fund (G) is 26.074% and 25.261%. Check other parameters to pick the right fund.

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SBI Contra Fund (G)

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Invesco India Contra Fund (G)

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Fund Returns

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Nav (04 Jul)

₹390.02

₹136.90

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Last 1 Year

2.3%

7.6%

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Last 3 Year

26.1%

25.3%

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Last 5 Year

33%

24.4%

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Last 10 Year

16.1%

15.9%

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Since Inception

19.3%

15.4%

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₹390.02
Nav (04 Jul)
2.3%
Last 1 Year
26.1%
Last 3 Year
33%
Last 5 Year
16.1%
Last 10 Year
19.3%
Since Inception
₹136.90
Nav (07 Jul)
7.6%
Last 1 Year
25.3%
Last 3 Year
24.4%
Last 5 Year
15.9%
Last 10 Year
15.4%
Since Inception

Scripbox Opinion

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Scripbox Opinion
These are the top-ranked funds within contra mutual funds.more...

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Click here for top ranked funds in contra mutual funds. Contra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 yearsmore...

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Scripbox Fund Analysis

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Category View

Superior

The category has a superior investment outlook

Neutral

The category has a neutral investment outlook

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Relative Size

₹ 45495.7 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 19263.7 Cr

The performance of the fund on a Fund Size metric has been Satisfactory

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 45495.7 CrRelative Size
SuperiorCategory View
-Consistency Of Performance
-Track Record
Moderate Interest Rate RiskImpact of Interest Rate Changes
Moderate Credit RiskCredit Quality Of Fund's Portfolio
₹ 19263.7 CrRelative Size
NeutralCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.54 %
1.67 %
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Launched Date
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2007-04-11
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AUM in Crores
₹ 45,496 Cr
₹ 19,264 Cr
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Exit Load
Exit load of 1% if redeemed within 1 year
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
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Lock-in
-
-
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Benchmark
BSE 500 Total Return Index
BSE 500 Total Return Index
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ISIN
INF200K01362
INF205K01189
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Dinesh Balachandran

user-avatar

Pradeep Kesavan

user-avatar

Amit Ganatra

user-avatar

Taher Badshah

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Investment Objective
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities follmore...
The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.more...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.54 %
Expense Ratio
-
Launched Date
₹ 45,496 Cr
AUM in Crores
Exit load of 1% if redeemed within 1 year
Exit Load
-
Lock-in
BSE 500 Total Return Index
Benchmark
INF200K01362
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
1.67 %
Expense Ratio
2007-04-11
Launched Date
₹ 19,264 Cr
AUM in Crores
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit Load
-
Lock-in
BSE 500 Total Return Index
Benchmark
INF205K01189
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Dinesh Balachandran

user-avatar

Pradeep Kesavan

user-avatar

Amit Ganatra

user-avatar

Taher Badshah

Investment Objective

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.

The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

32.99% (5Y)

24.45% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 10,24,634

₹ 6,42,881

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Maturity Amount

₹ 17,57,246

₹ 13,75,493

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Step-up

Tenure

32.99% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 10,24,634

Wealth Gained

₹ 17,57,246

Total Corpus Created With assumed returns of %

24.45% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 6,42,881

Wealth Gained

₹ 13,75,493

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Others

10.943%
10.943%

Hdfc bank ltd.

4.023%
4.023%

Gail (india) ltd.

2.622%
2.622%

Nifty bank

2.557%
2.557%

Kotak mahindra bank ltd.

2.45%
2.45%
See all holdingsright-arrowright-arrow

Icici bank ltd.

6.33%
6.33%

Infosys ltd.

5.92%
5.92%

Hdfc bank ltd.

4.99%
4.99%

Ntpc ltd.

3.98%
3.98%

Axis bank ltd.

3.48%
3.48%
See all holdingsright-arrowright-arrow

Amc Information

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Name

amc-logo
amc-logo
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About

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFmore...
Invesco entered India in 2013. In partnership with Religare Securities Ltd. it formed Religare Invesco Asset Management Co. Ltd. Religare Invesco Mutual Fund was co-owned by Invescmore...
more...
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Contact Information

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022-61793000 / 1800-425-5425
phone-icon
022-67310000 / 1800-209-0007
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SBI Contra Fund (G)

Contra

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Invesco India Contra Fund (G)

Contra

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