SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Fund House: SBI Mutual Fund| Category: Equity: Contra |
| Launch Date: 14-07-1999 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| TER: 1.58% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 29,585.65 Cr As on (30-04-2024) |
| Turn over: 20% | Exit Load: Exit load of 1% if redeemed within 1 year |
60.657
0.27 (0.4427%)
15.87%
Benchmark: 13.84%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 2 Months
8 Years 5 Months
24 Years 4 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to invest in undervalued scrips, which are out of flavour but have the potential to show attractive growth in long-term.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | 0.8 |
| Alpha | -3.13 |
| Beta | 1.06 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) | 14-07-1999 | 45.75 | 35.14 | 30.17 | 27.27 | 18.28 |
| Kotak India EQ Contra Fund - Growth | 27-07-2005 | 49.22 | 33.61 | 24.76 | 21.47 | 16.65 |
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 45.75 | 35.14 | 30.17 | 27.27 | 18.28 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 43.73 | 29.19 | 21.55 | 20.38 | 18.29 |
Scheme Characteristics
Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
14.11%
Others
21.47%
Large Cap
38.61%
Mid Cap
25.85%
