Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| SBI CONTRA | Kotak Contra | |
|---|---|---|
| SBI CONTRA | itself | 0% |
| Kotak Contra | 0% | itself |
Most alike: SBI CONTRA FUND and Kotak Contra Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | SBI CONTRA | Kotak Contra |
|---|---|---|
| Category | Contra | Contra |
| Share of three-year stretches it beat its category P4 | 52% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.83% | 1.61% |
| Portfolio turned over a year P1 | 40% | not measured |
| Run by P7 | Dinesh · ≥ 3 mo | not known |
| 1-year return | −3.5% | 0.7% |
| 3 years p.a. | 11.1% | 15.4% |
| 5 years p.a. | 14.8% | 14.2% |
| Deepest fall (max drawdown) | −15.8% | −18.9% |
| Assets (AUM) | ₹48,237 Cr | ₹5,158 Cr |
| Disclosed history | 5.8 yrs | — |
| Holdings · top ten weight | 94 · 37% | — · — |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.