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SBI Contra - Regular Plan -Growth

Category: Equity: Contra
Launch Date: 14-07-1999
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.13% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - Contra Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,604.54 Cr As on (30-06-2018)
Turn over: 43%
NAV as on 13-08-2018

110.8477

-0.96 (-0.8688%)

CAGR Since Inception

15.42%

S&P BSE 500 TRI 12.89%

PERFORMANCE of SBI Contra - Regular Plan -Growth

Scheme Performance (%)

Data as on - 13-08-2018

Yearly Performance (%)

Fund Managers

Mr. R. Srinivasan

Mr. Srinivasan is M.Com and MFM. Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

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.

RETURNS CALCULATOR for SBI Contra - Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of SBI Contra - Regular Plan -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Contra - Regular Plan -Growth 14.18 0.8 -3.14 1.06 - -
Equity: Contra - - - - - -

PEER COMPARISION of SBI Contra - Regular Plan -Growth

Period
Data as on - 13-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Contra - Regular Plan -Growth 14-07-1999 5.56 8.63 7.47 16.52 9.86
Invesco India Contra Fund - Growth 11-04-2007 24.21 20.06 15.59 27.07 16.97
Kotak India EQ Contra Fund - Growth 27-07-2005 18.98 18.37 13.61 18.59 12.92

PORTFOLIO ANALYSIS of SBI Contra - Regular Plan -Growth

Asset Allocation (%)

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