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 | Invesco India Contra | |
|---|---|---|
| Motilal Oswal Contra | itself | 15% |
| Invesco India Contra | 15% | itself |
Most alike: Motilal Oswal Contra Fund and Invesco India Contra Fund share 15% 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 | Invesco India Contra |
|---|---|---|
| Category | Contra | Contra |
| Share of three-year stretches it beat its category P4 | not measured | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.49% |
| Portfolio turned over a year P1 | 392% | 69% |
| Run by P7 | Bhalchandra Shinde · 4 mo | Taher Badshah · ≥ 1 mo |
| 1-year return | — | −1.5% |
| 3 years p.a. | — | 14.5% |
| 5 years p.a. | — | 13.1% |
| Deepest fall (max drawdown) | −3.1% | −18.6% |
| Assets (AUM) | ₹393 Cr | ₹20,005 Cr |
| Disclosed history | 4 mo | 11 yrs |
| Holdings · top ten weight | 40 · 47% | 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.