SBI Contra Fund

Equity | Contra Funds
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 1.04 % 5★ ₹6,694 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 1.04 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹6,694 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

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.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 18.2% 31.9% 15.7% 15.6%
Category Average 8.5% 19.4% 13.6% -

Scheme Allocation

Holding
Sector
Asset
TREPS
12.81%
ICICI Bank
3.58%
HDFC Bank
3.23%
Infosys
3.11%
Tube Investments
2.81%
Others
74.46%
Debt
22.08%
Banks
13.61%
Finance
5.84%
Auto Components
5.17%
Industrial Products
3.85%
Others
49.45%
Equity
76.36%
Reverse Repos
12.81%
T-Bills
9.27%
Foreign Mutual Fund
0.78%
Foreign Equity
0.75%
Others
0.03%

Fund House Details

SBI Mutual Fund

SBI Contra Fund

Fund Manager
Dinesh Balachandran

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

0.04 0.98 0.76 0.04
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

SBI Mutual Fund
AUM:
6,48,640 Cr
Address:
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com

Frequently Asked Questions

You can invest in SBI Contra Fund in a quick and simple process. Follow the below steps;
  • 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"
The SBI Contra Fund has delivered 15.6% since inception
The NAV of SBI Contra Fund is ₹250.0 as of 02 December 2022.
The expense ratio of SBI Contra Fund is 1.04 % as of 02 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now