SBI Contra Fund - Regular Plan -Growth
Fund House: SBI Mutual Fund| Category: Equity: Contra |
| Launch Date: 14-07-1999 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 1.5% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| 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. |
373.6801
2.05 (0.5489%)
16.63%
Benchmark: 12.4%
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
6 Years 0 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 | 12.23 |
| Sharpe Ratio | 1.24 |
| Alpha | 5.13 |
| 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 - Regular Plan -Growth | 14-07-1999 | -3.41 | 17.9 | 20.22 | 29.51 | 15.2 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 1.04 | 22.36 | 19.32 | 21.83 | 15.41 |
| Kotak Contra Fund - Regular Plan - Growth | 27-07-2005 | -0.3 | 22.1 | 20.52 | 23.29 | 15.23 |
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
11.57%
Others
22.23%
Large Cap
51.11%
Mid Cap
15.09%
