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SBI Contra Fund - Regular Plan -Growth

Category: Equity: Contra Launch Date: 14-07-1999
AUM:

₹ 47,589.4 Cr

Expense Ratio

1.61%

Benchmark

BSE 500 TRI

ISIN

INF200K01362

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Mr. Dinesh Balachandran

Fund Performance 1Y (%) 3Y (%) 5Y (%)
SBI Contra Fund - Regular Plan -Growth -2.41 9.73 14.34
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
371.3681
Last change
-0.22 (-0.0591%)
Fund Size (AUM)
₹ 47,589.4 Cr
Performance
15.69% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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

Fund Manager
Mr. Dinesh Balachandran
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
TREPS 7.76
HDFC BANK LIMITED EQ NEW FV RE. 1/- 5.13
RELIANCE INDUSTRIES LIMITED EQ 4.84
ICICI BANK LIMITED EQ NEW FV RS. 2/- 4.32
BIOCON LIMITED EQ 3.54
TORRENT POWER LIMITED EQ NEW FV RS.10/- 2.68
INDUS TOWERS LIMITED EQ 2.66
Kotak Mahindra Bank Limited 2.65
PUNJAB NATIONAL BANK EQ NEW FV RS. 2/- 2.61
GAIL (INDIA) LIMITED EQ 2.25

Sector Allocation

Sector Holdings (%)
Financial Services 23.48
Oil, Gas & Consumable Fuels 10.38
Healthcare 8.83
Automobile and Auto Components 6.09
Power 5.54
Metals & Mining 4.67
Fast Moving Consumer Goods 4.47
Telecommunication 3.89
Information Technology 3.35
Services 2.86

Peer Comparison

Scheme Name 5Y (%)
SBI Contra Fund Reg Gr 14.34
Kotak Contra Fund Reg Gr 12.9
Invesco India Contra Fund Gr 12.14