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SBI Contra Fund - Regular Plan -Growth

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

₹ 45,478.06 Cr

Expense Ratio

1.49%

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 2.52 25.35 33.95
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
378.0742
Last change
-2.66 (-0.7023%)
Fund Size (AUM)
₹ 45,478.06 Cr
Performance
16.84% (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 14.64
HDFC BANK LIMITED EQ NEW FV RE. 1/- 8.65
RELIANCE INDUSTRIES LIMITED EQ 6.16
ITC LIMITED EQ NEW FV RE.1/- 3.56
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 2.92
GAIL (INDIA) LIMITED EQ 2.17
PUNJAB NATIONAL BANK EQ NEW FV RS. 2/- 1.96
TATA STEEL LIMITED EQ NEW FV RE.1/- 1.88
TORRENT POWER LIMITED EQ NEW FV RS.10/- 1.86
DABUR INDIA LIMITED EQ F.V. RE.1 1.81

Sector Allocation

Sector Holdings (%)
N/A 23.46
Financial Services 22.88
Oil, Gas & Consumable Fuels 11.89
Healthcare 6.72
Fast Moving Consumer Goods 6.31
Automobile and Auto Components 4.14
Information Technology 3.98
Metals & Mining 3.76
Telecommunication 2.97
Construction Materials 2.64

Peer Comparison

Scheme Name 5Y (%)
SBI Contra Fund Reg Gr 33.95
Invesco India Contra Fund Gr 25.35
Kotak India EQ Contra Fund Gr 26.55