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Would Have Become--
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Invested Value--
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Total Gain--
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Returns-- per annum
| ₹500 | ₹5,000 | 0.91 % | 5★ | ₹8,340 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 0.91 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 5★ | ₹8,340 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
By actively managing investments using a contrarian investing strategy, SBI Contra Fund seeks to offer investors chances for long-term capital appreciation. A minimum of 65% of the fund’s assets are allocated to equities of businesses with a contrarian investment strategy.
Ever since its launch on May 9, 2005, its benchmark has achieved a Nifty 500 value in the 50 total return index. Mr. Harish Krishnan is the manager of this fund.
Pros and Cons
| Pros | Cons |
|---|---|
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Has been known to generate consistent returns throughout the years. |
Highly volatile within its specific investment category, denoting greater danger of losing money. |
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It has a track of always overcoming its benchmark of the NIFTY 500 Total Index. |
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There are lower ‘downside risk’ probabilities in SBI contra fund as assets, more or less, retain their prices even when there is no growth. |
How to Invest in SBI Contra Fund?
Before investing in an SBI contra fund, one should evaluate their own aims as regards the stock market and take due note of their degree of risk tolerance. It is also imperative that you check whether or not you have enough finances under you to stably go ahead and put that money into an investment. Based on individual investment objectives and risk management, investors can select either SIP or Lumpsum investment in SBI Contra Fund.
What is the expense ratio?
The term "Expense Ratio" can be explained as the yearly fees that the investor is required to pay to the SBI company for the firm’s fund managers team managing the shareholder’s interests in the SBI contra fund. A lesser expense ratio would imply better returns to the investor since costs are cut down.
Who should invest in SBI contra fund?
SBI Contra fund requires very patient investors. The reason is that these funds invest in stocks that are underperforming at the moment. Hence, investors need to wait patiently till the reasons for underperformance are neutralised, and the stocks start earning profits again.
The investor should be willing to bear the high magnitude of short-term risks when investing in SBI Contra Fund as compared to investing in other funds. This fund bets on the underdogs instead of chasing the momentum and big shots of the market
The investor also requires an investment horizon of more than five years to invest here. Urgency will not bear fruit in this case.
Benefits of investing in SBI Contra fund
- SBI Contra Fund has the flexibility to invest up to 35-37% in other equities and/or money or debt market instruments. Such flexibility proves to be extremely useful to the investor, reducing risks and volatility while ensuring a steady flow of revenue returns.
- The fund follows a combination of a top-down and bottom-up approach to picking stocks. As a result, no stone is left unturned. Investors are given a chance to avail profits from each and every potential stock.
- While the risks are high, this type of investment offers the investors an opportunity to earn superlative returns owing to the method it employs. It is, for this very reason, pretty lucrative for anybody aiming at heavy cash.
- SBI contra fund invests in stocks of companies from the best profit-generating sectors and holds on to them till their demand increases. In this way, investors can take advantage of future trends in the stock market.
- In SBI contra fund, the performance of only the selected stocks and the alleviation of the factors which undermine them is more important. Hence, investors gain profits even when the collective markets are making bad or booking losses, despite the markets being at an all-time apex.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.4% | 43.3% | 15.6% | 14.6% | ||||
| Category Average | 0.2% | 33.9% | 11.5% | - |
Scheme Allocation
Fund House Details
SBI Contra Fund
Exit Load
| Exit Load | For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of allotment - NIL. |
|---|
Advance Ratio
| 0.05 | 0.77 | 0.69 | 0.07 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
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Equity | Sectoral / Thematic Mutual Funds-8.0%37.4%21.2%1Y3Y5Y
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Peer Comparison
AMC Contact Details
Frequently Asked Questions
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Contra Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
