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SBI Contra Fund Growth

Equity
Contra
Very High Risk
85.62%
1Y return
-0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Aug 2021₹184.15
Min. SIP Amount₹500
Rating3star
Fund Size₹2,393.84 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Contra
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns85.6%18.1%14.9%19.0%
Category average61.5%12.9%13.6%NA
Rank with in category215NA
Understand termsinfo

Holdings (60)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity3.8%
Infosys Ltd.TechnologyEquity3.7%
Axis Bank Ltd.FinancialEquity2.9%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.9%
Carborundum Universal Ltd.MetalsEquity2.9%
Prism Johnson Ltd.ConstructionEquity2.6%
GAIL (India) Ltd.EnergyEquity2.6%
MTAR Technologies Ltd.
ServicesEquity2.4%
CESC Ltd.EnergyEquity2.4%
Lupin Ltd.HealthcareEquity2.4%
See All

Pros and cons

Category: Equity Contra

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.39%
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.39%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Mohit Jain
Nov 2017 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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