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 15.827% and 15.961%. Check other parameters to pick the right fund.

Start comparing returns between

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SBI Contra Fund (G)

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Invesco India Contra Fund (G)

Compare

Fund Returns

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Nav (02 Apr)

₹352.28

₹118.98

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Last 1 Year

-1.8%

-3.7%

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Last 3 Year

15.8%

16%

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Last 5 Year

17.8%

13.2%

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Last 10 Year

15.5%

14.9%

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Since Inception

18.3%

13.9%

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₹352.28
Nav (02 Apr)
-1.8%
Last 1 Year
15.8%
Last 3 Year
17.8%
Last 5 Year
15.5%
Last 10 Year
18.3%
Since Inception
₹118.98
Nav (02 Apr)
-3.7%
Last 1 Year
16%
Last 3 Year
13.2%
Last 5 Year
14.9%
Last 10 Year
13.9%
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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Scripbox Fund Analysis

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Category View

Positive

The category has a positive investment outlook

Positive

The category has a positive investment outlook

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Relative Size

₹ 49111.5 Cr

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

₹ 19948.1 Cr

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

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-Track Record
Low Interest Rate RiskImpact of Interest Rate Changes
Low Credit RiskCredit Quality Of Fund's Portfolio
₹ 49111.5 CrRelative Size
PositiveCategory View
-Consistency Of Performance
-Track Record
Low Interest Rate RiskImpact of Interest Rate Changes
Low Credit RiskCredit Quality Of Fund's Portfolio
₹ 19948.1 CrRelative Size
PositiveCategory 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
1.49 %
1.63 %
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Launched Date
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2007-04-11
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AUM in Crores
₹ 49,111 Cr
₹ 19,948 Cr
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Exit Load
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
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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-
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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
1.49 %
Expense Ratio
-
Launched Date
₹ 49,111 Cr
AUM in Crores
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
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
1.63 %
Expense Ratio
2007-04-11
Launched Date
₹ 19,948 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

17.79% (5Y)

13.17% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 4,13,673

₹ 2,82,293

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Maturity Amount

₹ 11,46,285

₹ 10,14,905

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Step-up

Tenure

17.79% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 4,13,673

Wealth Gained

₹ 11,46,285

Total Corpus Created With assumed returns of %

13.17% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 2,82,293

Wealth Gained

₹ 10,14,905

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

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

Contra

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SBI Contra Fund (G)

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Invesco India Contra Fund (G)

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