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SBI Contra Fund Growth-0.72%

30.38%
1 Year Return
Equity
Contra
2.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Contra Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.22%
NAV₹140.08 (27 Jan 2021)
Fund Started05 Jul 1999
Fund Size1,652 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
30.4%
3.8%
11.9%
10.4%
Category Average
15.1%
2.4%
11.8%
-
Rank Within Category
1
7
8
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 30.4% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 1Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 2.33%
10. 3Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns
12. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity4.2%
HDFC Bank Ltd.FinancialEquity3.9%
Infosys Ltd.TechnologyEquity3.8%
Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.7%
ICICI Prudential Life Insurance Company Ltd.FinancialEquity3.5%
Axis Bank Ltd.FinancialEquity3.2%
Lupin Ltd.HealthcareEquity2.9%
Prism Johnson Ltd.ConstructionEquity2.9%
Tata Motors Ltd.AutomobileEquity2.8%
Bharti Airtel Ltd.CommunicationEquity2.6%
See All

Fund Managers

Mohit Jain
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SBI Contra Fund Growth Details

SBI Contra Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 05 Jul 1999. Rama Iyer Srinivasan is the Current Fund Manager of SBI Contra Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,652 Cr and the Latest NAV as of 27 Jan 2021 is ₹140.08.

The SBI Contra Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

Investment Objective

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 1 year
Exit Load

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About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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