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 | Invesco India Contra | |
|---|---|---|
| SBI CONTRA | itself | 23% |
| Invesco India Contra | 23% | itself |
Most alike: SBI CONTRA FUND and Invesco India Contra Fund share 23% 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 | Invesco India Contra |
|---|---|---|
| Category | Contra | Contra |
| Share of three-year stretches it beat its category P4 | 52% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.83% | 1.49% |
| Portfolio turned over a year P1 | 40% | 69% |
| Run by P7 | Dinesh · ≥ 3 mo | Taher Badshah · ≥ 1 mo |
| 1-year return | −3.5% | −1.5% |
| 3 years p.a. | 11.1% | 14.5% |
| 5 years p.a. | 14.8% | 13.1% |
| Deepest fall (max drawdown) | −15.8% | −18.6% |
| Assets (AUM) | ₹48,237 Cr | ₹20,005 Cr |
| Disclosed history | 5.8 yrs | 11 yrs |
| Holdings · top ten weight | 94 · 37% | 80 · 32% |
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.