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SBI Contra Fund - Regular Plan -Growth

Category: Equity: Contra Launch Date: 14-07-1999
AUM:

₹ 46,947.02 Cr

Expense Ratio

1.5%

Benchmark

BSE 500 TRI

ISIN

INF200K01362

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Mr. Dinesh Balachandran, Mr. Pradeep Kesavan,

Fund Performance 1Y (%) 3Y (%) 5Y (%)
SBI Contra Fund - Regular Plan -Growth -2.01 20.3 29.55
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
375.3529
Last change
-0.99 (-0.2644%)
Fund Size (AUM)
₹ 46,947.02 Cr
Performance
16.65% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The investment objective of the Scheme is 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

Fund Manager
Mr. Dinesh Balachandran, Mr. Pradeep Kesavan,
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
TREPS 14.49
HDFC BANK LIMITED EQ NEW FV RE. 1/- 8.69
RELIANCE INDUSTRIES LIMITED EQ 5.84
ITC LIMITED EQ NEW FV RE.1/- 3.4
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 2.7
BIOCON LIMITED EQ 2.39
PUNJAB NATIONAL BANK EQ NEW FV RS. 2/- 2.25
GAIL (INDIA) LIMITED EQ 1.97
TATA STEEL LIMITED EQ NEW FV RE.1/- 1.95
DABUR INDIA LIMITED EQ F.V. RE.1 1.92

Sector Allocation

Sector Holdings (%)
Financial Services 22.74
Oil, Gas & Consumable Fuels 11.23
Healthcare 7.74
Fast Moving Consumer Goods 6.28
Information Technology 4.17
Automobile and Auto Components 3.87
Metals & Mining 3.84
Consumer Durables 3.04
Telecommunication 2.83
Construction Materials 2.81

Peer Comparison

Scheme Name 5Y (%)
SBI Contra Fund Reg Gr 29.55
Invesco India Contra Fund Gr 22.18
Kotak Contra Fund Reg Gr 23.56