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
| Motilal Oswal Contra | SBI CONTRA | |
|---|---|---|
| Motilal Oswal Contra | itself | 5% |
| SBI CONTRA | 5% | itself |
Most alike: Motilal Oswal Contra Fund and SBI CONTRA FUND share 5% 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 | Motilal Oswal Contra | SBI CONTRA |
|---|---|---|
| Category | Contra | Contra |
| Share of three-year stretches it beat its category P4 | not measured | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.83% |
| Portfolio turned over a year P1 | 392% | 40% |
| Run by P7 | Bhalchandra Shinde · 4 mo | Dinesh · ≥ 3 mo |
| 1-year return | — | −3.5% |
| 3 years p.a. | — | 11.1% |
| 5 years p.a. | — | 14.8% |
| Deepest fall (max drawdown) | −3.1% | −15.8% |
| Assets (AUM) | ₹393 Cr | ₹48,237 Cr |
| Disclosed history | 4 mo | 5.8 yrs |
| Holdings · top ten weight | 40 · 47% | 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.