SBI Contra Fund - Regular Plan -Growth

Contra NAV 304.4513 0 07 December, 2023

Fund Details

Category Contra
Fund Type Open Ended
Investment Plan Growth
Launch Date 14 July, 1999
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 16337.087969999999
ISIN No. INF200K01362
Turn over 39%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Exit load of 1% if redeemed within 1 year
Expense Ratio 1.73
Fund Manager Dinesh Balachandran, Mohit Jain
Fund House SBI Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.85% 1.58% 1.48%
1 M -0.84% 4.02% 3.49%
3 M 5.04% 1.44% 1.89%
6 M 19.83% 0.35% 1.06%
1 Y 25.5% 7.25% 10.37%
2 Y 23.21% 12.49% 16.16%
3 Y 37.03% 23.79% 29.88%
5 Y 22.55% 12.46% 12.72%

Risk Mesasures (As on 07 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.5 2.03 14.24 0.91
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 13.32%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Contra Fund - Regular Plan -Growth 25.5% 37.03% 22.55%
Invesco India Contra Fund - Growth 15.32% 21.35% 15.59%

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SBI Contra Fund: A Productive Investment Plan

SBI Contra Fund, an open-ended growth plan from SBI Mutual Fund is among the top-ranking investment schemes which is designed to offer capital appreciation to the investors. Every investor seeks to generate long-term wealth by investing the hard-earned money in the promising strategies as they help in gaining substantial income over a period of time. If you too are looking for a worthwhile investment plan to invest your capital, then SBI Contra Fund is the most effective one for you. Being a product from one of the leading fund houses, i.e., sbi mutual funds, it focuses on accomplishing the financial goals of the investors in the most efficient manner. Here we have provided an overview of this scheme to help you get knowledge about its features and past performance.

SBI Contra Fund (G): Investment Strategy

The scheme is aimed at providing maximum growth opportunities to the investors via investments in the equity stocks of growth-oriented sectors. This mutual fund programme comprises of four sub-funds that are focussed on making investments particularly in the specific themes which include Information Technology, Pharmaceuticals, FMCG, Contrarian, and Emerging Businesses. It invests the lion’s share of funds in the equity shares of such companies that have been unfavourable in the market. The primary investment is made in the Contrarian Equities with an aim to achieve excellent growth through investing at low prices.

SBI Contra Growth Fund’s NAV amounted to Rs.90.631 as on December 09, 2016. It falls under the Diversified Equity’ category, and its performance is measured as against S&P BSE 100. One can initiate SIP in this programme with an amount of Rs.500 while the minimum lump sum investment amount is Rs.5000. You can start investing in this fund if you can bear exceptional risk and want to gain high income over a period of time. You can use SIP calculator for computing the net returns you will earn over your investment after a certain period. This would assist you in taking the correct decision of whether to opt for the scheme or not.

SBI Contra Growth Fund: Performance Review

Whenever we think of making a selection of a particular thing we first take a glance over its performance in the past. In the case of mutual fund investment as well, we must make the proper analysis of the fund’s past performance and track record in order to gain some knowledge about the capacity of the scheme in terms of generating favourable returns. If we evaluate the performance of SBI Contra Scheme we would come to the following conclusions:

  1. The scheme is ranked fourth in ‘Diversified Equity’ category by CRISIL for the quarter which ended in June 2016.
  2. The absolute annual returns of the scheme have reached up to 47.5% in the year 2014.
  3. The three- and five-year investment returns offered by this plan are 16.2 and 14.3 percent respectively.
  4. It has outperformed its benchmark and category by generating an average of 19.69 percent returns since inception.

Although the past performance of the scheme does not guarantee the future returns, they give a broad idea about the scheme’s return-generating proficiency. According to the track record of this scheme as elaborated above, one can make sure that he/she can earn income in the same over a period.

SBI Contra Fund: Portfolio Analysis

A portfolio of an investment scheme depicts the sources from where it generates profits. This scheme has an asset size of Rs.1,677 crore as on November 30, 2016, which is predominantly invested in the equity stocks. The 98.41% of the funds are in equities while the remaining have been invested in the debt instruments. Hence, it possesses the capability of providing accumulated wealth to the investors. Furthermore, the portfolio is diversified in accordance with the investment philosophy into various sectors that involve financial, healthcare, FMCG, energy, technology, and so on.

The average market capitalisation of the scheme amounts to Rs.34,173.83, which shows its overall market holdings. The major companies in which it has invested the funds include HDFC Bank, State Bank of India, Divi’s Laboratories, P&G Hygiene & Healthcare, Kotak Mahindra Bank, and many more.

As per our experts, it is worthwhile making an investment in SBI Contra Fund (G) in order to gain substantial income for building the desired future. We recommend this plan due to its market holdings and the portfolio designing which include almost all the top-growing industries of the country. You must invest your money in this plan if you desire to grow your money into wealth. You can avail our online services to buy this mutual fund investment plan online.

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