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: 0.65% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 46,947.02 Cr As on 31-07-2025(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.

414.8697

16.59%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 12.24
Sharpe Ratio 1.31
Alpha 6.05
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 -2.96 19.87 22.34 30.07 16.41
Invesco India Contra Fund - Growth 11-04-2007 0.92 23.33 20.59 22.04 15.72
Kotak Contra Fund - Regular Plan - Growth 27-07-2005 -0.82 22.94 21.81 23.46 15.49
SBI Contra Fund - Regular Plan -Growth 14-07-1999 -3.82 18.77 21.23 28.99 15.56

Scheme Characteristics

Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.57%

Others

22.23%

Large Cap

51.11%

Mid Cap

15.09%

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