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: 0.85% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 47,361.68 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 1.78% |
416.6236
1.25 (0.3008%)
15.44%
Benchmark: 12.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 14.52 |
| Sharpe Ratio | 0.73 |
| Alpha | 2.26 |
| Beta | 0.9 |
| 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 | -1.77 | -0.42 | 13.8 | 16.91 | 16.18 |
| Kotak Contra Fund - Regular Plan - Growth | 27-07-2005 | 2.55 | 2.01 | 15.76 | 15.24 | 15.46 |
| Invesco India Contra Fund - Growth | 11-04-2007 | -1.81 | 2.27 | 14.59 | 13.76 | 15.05 |
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | -2.53 | -1.25 | 12.8 | 15.91 | 15.31 |
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
11.87%
Others
17.59%
Large Cap
51.88%
Mid Cap
18.66%
