SBI Contra Fund - Direct (D)

SBI Contra Fund - Direct (D)

AMC Name: SBI Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 500 TRI
Fund Manager Dinesh Balachandran
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 1373.29
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 0
SIP Dates ANY
Entry Load For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of alltmen - NIL.
Exit Load For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of alltmen - NIL.
Expense Ratio 1.71

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 5.04% 5.97%
3 Month 4.52% 9.52%
6 Month -3.26% 7.09%
1 Year -1.46% 10.90%
3 Year 3.60% 12.30%
5 Year 5.18% 8.90%
Since Inception 8.92% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others