SBI Contra Fund - Growth - Direct Plan

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  • Net Change on 24-11-2020

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology,Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI CONTRA FUND - DIRECT PLAN - GROWTH 10.38 12.31 18.08 1.06 7.78 10.08
S&P BSE 500 9.57 12.89 10.88 5.18 10.22 13.87
S&P BSE 500 - TRI 9.72 13.21 12.40 6.52 11.63 9.57
S&P BSE SENSEX - TRI 9.48 14.99 11.63 11.04 12.95 13.14

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI CONTRA FUND - DIRECT PLAN - GROWTH Jan 01, 2013 Unrated 18.08 1.06 7.78 1.69 1,336.67
Invesco India Contra Fund - Direct Plan - Growth Jan 01, 2013 16.87 8.31 14.51 0.56 5,026.94
Kotak India EQ Contra Fund - Growth - Direct Jan 01, 2013 11.64 9.21 13.98 1.05 801.96

Fund Holdings as on 31-October-2020

  • TREPS

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • Sequent Scientific Ltd.

  • ICICI Prudential Life Insurance Company Ltd.

  • Lupin Ltd.

  • Ultratech Cement Ltd.

  • HDFC Bank Ltd.

  • Prism Johnson Ltd.

  • HCL Technologies Ltd.

  • Neogen Chemicals Ltd.

  • Tata Motors Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Kotak Mahindra Bank Ltd.

  • Westlife Development Ltd.

  • Bandhan Bank Ltd.

  • Margin amount for Derivative positions

  • Route Mobile Ltd.

  • Solara Active Pharma Sciences Ltd.

  • Cyient Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Bharti Airtel Ltd.

  • Pfizer Ltd.

  • Carborundum Universal Ltd.

  • The Phoenix Mills Ltd.

  • ITC Ltd.

  • ABB India Ltd.

  • Greenpanel Industries Ltd.

  • Bank of Baroda

  • Cipla Ltd.

  • V-Guard Industries Ltd.

  • Larsen & Toubro Ltd.

  • Andhra Paper Ltd.

  • Indian Oil Corporation Ltd.

  • The Indian Hotels Company Ltd.

  • Greenply Industries Ltd.

  • Prataap Snacks Ltd.

  • Minda Corporation Ltd.

  • State Bank of India

  • JSW Energy Ltd.

  • GAIL (India) Ltd.

  • NCC Ltd.

  • Axis Bank Ltd.

  • Gateway Distriparks Ltd.

  • Chennai Petroleum Corporation Ltd.

  • Sadbhav Engineering Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Mazagon Dock Shipbuilders Ltd.

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Refineries

  • Insurance

  • Cement & Construction Materials

  • Engineering - Construction

  • Electric Equipment

  • Diversified

  • Wood & Wood Products

  • Bank - Public

  • Chemicals

  • Automobiles-Trucks/Lcv

  • Finance - Others

  • Telecommunication - Service Provider

  • Abrasives

  • Construction - Real Estate

  • Cigarettes/Tobacco

  • Paper & Paper Products

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Auto Ancillary

  • Power Generation/Distribution

  • Industrial Gases & Fuels

  • Logistics

  • Oil Exploration

  • Ship Building

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Fund Manager

  • Education:B. Tech (IIT-B) and M. S. (MIT, USA)
  • Experience:11 Years
  • Basic Details:Mr. Dinesh has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, Dinesh was Research Analyst with Fidelity Investments, USA for ten years. Dinesh is a B. Tech (IIT-B) and M. S. (MIT, USA). He is also a charter holder of the CFA Institute, USA.
  • Funds Managed:
  • SBI Contra Fund
  • SBI Dynamic Asset Allocation Fund
  • SBI Long Term Equity Fund
  • Cash

  • Equity

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About SBI Contra Fund

Scheme Analysis

SBI Contra Fund is a Equity - Contra Fund fund and belongs to SBI Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹1,336.67 crore. SBI Contra Fund is benchmarked against S&P BSE 500 as primary index and S&P BSE 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of SBI Contra Fund ended up ₹0.89(0.71%)yesterday to ₹126.1705.

Among its top 3 holdings the fund has exposure to TREPS, and

The SBI Contra Fund is managed by Dinesh Balachandran .

Fund House Contact

191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005

022 - 22180221-27
022 - 22189663
www.sbimf.com