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: 0.68% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 47,389.62 Cr As on 30-06-2025(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. |
414.2003
-2.98 (-0.7195%)
16.66%
Benchmark: 12.43%
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 | 12.64 |
| Sharpe Ratio | 1.56 |
| Alpha | 6.11 |
| 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 | -3.18 | 19.38 | 22.9 | 32.03 | 16.26 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 0.77 | 22.7 | 20.63 | 22.65 | 15.27 |
| Kotak Contra Fund - Regular Plan - Growth | 27-07-2005 | -3.42 | 21.27 | 21.17 | 23.65 | 14.91 |
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | -4.04 | 18.28 | 21.79 | 30.95 | 15.42 |
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
11.28%
Others
21.86%
Large Cap
51.96%
Mid Cap
14.9%
