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: 0.63% As on (30-04-2025)
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.

413.5148

16.91%

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 scheme aims to invest in undervalued scrips, which are out of flavour but have the potential to show attractive growth in long-term.

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 6.89 26.24 25.98 37.83 16.74
Invesco India Contra Fund - Growth 11-04-2007 11.31 27.4 23.64 27.21 15.82
SBI Contra Fund - Regular Plan -Growth 14-07-1999 5.91 25.07 24.86 36.71 15.9
Kotak India EQ Contra Fund - Growth 27-07-2005 5.32 26.21 23.91 28.34 15.19

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

10.92%

Others

25.35%

Large Cap

51.9%

Mid Cap

11.83%

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