SBI Contra Fund Growth-0.74%

6.14%
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 Ratio2.33%
NAV107.16 (28 Oct 2020)
Fund Started05 Jul 1999
Fund Size1,321 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Contra Fund Growth
6.1%
-2.0%
4.2%
16.7%
Category Average
2.5%
-1.1%
6.1%
-
Rank within category
4
10
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 6.1% annual returns

    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
    Sequent Scientific Ltd.HealthcareEquity4.0%
    Infosys Ltd.TechnologyEquity3.8%
    Federal Bank Ltd.FinancialTerm Deposits3.8%
    ICICI Prudential Life Insurance Company Ltd.FinancialEquity3.7%
    ICICI Bank Ltd.FinancialEquity3.5%
    Reliance Industries Ltd.EnergyEquity3.3%
    Lupin Ltd.HealthcareEquity2.8%
    HCL Technologies Ltd.TechnologyEquity2.8%
    Ultratech Cement Ltd.ConstructionEquity2.8%
    Neogen Chemicals Ltd.ChemicalsEquity2.7%
    See All

    Fund Managers

    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 ₹1,321 Cr and the Latest NAV as of 28 Oct 2020 is ₹107.16.

    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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