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 (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 46,648.16 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 18% |
381.4881
1.66 (0.4342%)
16.62%
Benchmark: 12.44%
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
7 Years 10 Months
8 Years 2 Months
17 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 | 12.28 |
| Sharpe Ratio | 1.07 |
| Alpha | 4.99 |
| Beta | 0.88 |
| 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 | -3.48 | 17.0 | 20.16 | 28.88 | 16.0 |
| Kotak Contra Fund - Regular Plan - Growth | 27-07-2005 | 1.6 | 22.06 | 22.05 | 23.27 | 15.88 |
| Invesco India Contra Fund - Growth | 11-04-2007 | -0.04 | 21.22 | 19.84 | 22.04 | 16.04 |
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
11.35%
Others
24.12%
Large Cap
50.11%
Mid Cap
14.42%
