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: BSE 500 TRI |
| TER: 1.49% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 47,389.62 Cr As on 30-06-2025(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. |
67.0912
-0.25 (-0.3738%)
15.54%
Benchmark: 12.54%
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 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 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 | 11.58 |
| Sharpe Ratio | 1.73 |
| Alpha | 11.9 |
| Beta | 0.78 |
| 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 | -0.29 | 21.14 | 24.16 | 32.02 | 15.75 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 5.14 | 24.35 | 23.36 | 23.58 | 15.51 |
| Kotak Contra Fund - Regular Plan - Growth | 27-07-2005 | -0.15 | 23.66 | 24.3 | 24.59 | 15.11 |
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | -0.29 | 21.14 | 24.16 | 32.02 | 15.75 |
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
11.28%
Others
21.86%
Large Cap
51.96%
Mid Cap
14.9%
