SBI Contra Fund - Direct Plan - Growth
Fund House: SBI Mutual Fund| Category: Equity: Contra |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 0.62% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 44,068.57 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 18% | Exit Load: For exit within 1 year from the date of allotment - 1%; For exit after 1 year from the date of allotment - Nil. |
412.6589
1.09 (0.2632%)
16.85%
Benchmark: 12.57%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
3 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the Scheme is 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
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.27 |
| Sharpe Ratio | 1.17 |
| Alpha | 7.08 |
| Beta | 0.87 |
| 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 - Direct Plan - Growth | 01-01-2013 | 8.93 | 25.19 | 25.05 | 34.74 | 17.05 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 14.12 | 27.57 | 23.3 | 24.98 | 16.15 |
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 7.94 | 24.03 | 23.93 | 33.64 | 16.2 |
| Kotak India EQ Contra Fund - Growth | 27-07-2005 | 7.21 | 26.25 | 23.84 | 26.21 | 15.59 |
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
10.92%
Others
25.35%
Large Cap
51.9%
Mid Cap
11.83%
