Compare SBI Contra Fund vs Invesco India Contra Fund
SBI Contra Fund
EquityValue Oriented
Invesco India Contra Fund
EquityValue Oriented
Risk
Very High
Very High
Rating
4.0
3.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.62
1.85
NAV
₹392.73
₹148.45
Fund Started
09 May 2005
15 Feb 2007
Fund Size
₹45067.51 Cr
₹19248.29 Cr
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.
1 Year
-8.54%
-8.23%
3 Year
8.57%
11.74%
5 Year
12.33%
9.92%
Equity
95.76%
98.47%
Cash
2.00%
1.53%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.79% |
Reliance Industries Ltd. | 4.67% |
ICICI Bank Ltd. | 4.36% |
Biocon Ltd. | 3.29% |
Kotak Mahindra Bank Ltd. | 3.15% |
Nifty Bank | 2.93% |
Punjab National Bank | 2.91% |
Indus Towers Ltd. | 2.66% |
Nifty 50 | 2.52% |
Torrent Power Ltd. | 2.48% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.90% |
Larsen & Toubro Ltd. | 4.84% |
State Bank of India | 3.07% |
Mahindra & Mahindra Ltd. | 2.95% |
Cholamandalam Investment and Finance Company Ltd. | 2.45% |
Bharti Airtel Ltd. | 2.40% |
Axis Bank Ltd. | 2.38% |
Infosys Ltd. | 2.16% |
The Federal Bank Ltd. | 2.13% |
Glenmark Pharmaceuticals Ltd. | 2.06% |
Name
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Start Date
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Description
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.
Launch Date
09 May 2005
15 Feb 2007
