SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Fund House: SBI Mutual Fund| Category: Equity: Contra |
| Launch Date: 14-07-1999 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| TER: 1.6% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 26,776.87 Cr As on (31-03-2024) |
| Turn over: 20% | Exit Load: Exit load of 1% if redeemed within 1 year |
60.2752
0.28 (0.4615%)
15.88%
Benchmark: 13.81%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 2 Months
8 Years 5 Months
24 Years 4 Months
There is no value for 10x
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 | |
| Sharpe Ratio | 0.8 |
| Alpha | -3.13 |
| Beta | 1.06 |
| 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 - Income Distribution cum Capital Withdrawal Option (IDCW) | 14-07-1999 | 49.8 | 29.76 | 32.25 | 25.61 | 18.57 |
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 49.8 | 29.76 | 32.25 | 25.61 | 18.57 |
| Kotak India EQ Contra Fund - Growth | 27-07-2005 | 49.77 | 25.98 | 24.55 | 19.84 | 16.92 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 46.12 | 22.46 | 22.36 | 18.66 | 18.74 |
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
14.4%
Others
22.01%
Large Cap
37.55%
Mid Cap
26.05%
