SBI Contra Fund - Growth - Direct Plan

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  • Net Change on 20-09-2021

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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 (₹)

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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 8.97 12.94 80.95 21.24 15.43 15.17
S&P BSE 500 6.25 10.61 55.12 15.89 14.77 14.97
S&P BSE 500 - TRI 6.37 11.02 56.95 17.31 16.17 11.71
S&P BSE SENSEX - TRI 5.76 12.05 52.17 17.66 16.80 13.95

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 80.95 21.24 15.43 1.49 2,823.38
Invesco India Contra Fund - Direct Plan - Growth Jan 01, 2013 50.74 17.80 18.33 0.55 8,198.57
Kotak India EQ Contra Fund - Growth - Direct Jan 01, 2013 56.35 18.16 18.18 0.98 1,132.57

Fund Holdings as on 31-August-2021

  • TREPS

  • ICICI Bank Ltd.

  • Tube Investments of India Ltd.

  • HCL Technologies Ltd.

  • Carborundum Universal Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Infosys Ltd.

  • Hindustan Aeronautics Ltd.

  • Axis Bank Ltd.

  • Bharti Airtel Ltd.

  • MTAR technologies Ltd.

  • Prism Johnson Ltd.

  • GAIL (India) Ltd.

  • CESC Ltd.

  • Kajaria Ceramics Ltd.

  • Neogen Chemicals Ltd.

  • Brigade Enterprises Ltd.

  • HDFC Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • Equitas Holdings Ltd.

  • Info Edge (India) Ltd.

  • Ashiana Housing Ltd.

  • State Bank of India

  • Lupin Ltd.

  • WENDT (India) Ltd.

  • Bank of Baroda

  • Reliance Industries Ltd.

  • SBI Life Insurance Company Ltd.

  • V-Guard Industries Ltd.

  • PVR Ltd.

  • ITC Ltd.

  • Clean Science & Technology Ltd.

  • Aurobindo Pharma Ltd.

  • Indian Oil Corporation Ltd.

  • RBL Bank Ltd.

  • Gateway Distriparks Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Minda Corporation Ltd.

  • The Indian Hotels Company Ltd.

  • Coforge Ltd.

  • The Phoenix Mills Ltd.

  • ESAB India Ltd.

  • Westlife Development Ltd.

  • Kalpataru Power Transmission Ltd.

  • Margin amount for Derivative positions

  • Bosch Ltd.

  • Burger King India Ltd.

  • Automotive Axles Ltd.

  • Ashok Leyland Ltd.

  • ABB India Ltd.

  • Andhra Paper Ltd.

  • NMDC Ltd.

  • NHPC Ltd.

  • Greenply Industries Ltd.

  • Solara Active Pharma Sciences Ltd.

  • Prataap Snacks Ltd.

  • Ingersoll Rand (India) Ltd.

  • Sadbhav Engineering Ltd.

  • Biocon Ltd.

  • Rolex Rings Ltd.

  • Chennai Petroleum Corporation Ltd.

  • Vedanta Ltd.

  • ICICI Prudential Life Insurance Company Ltd.

  • UPL Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Construction - Real Estate

  • Abrasives

  • Cycles

  • Chemicals

  • Refineries

  • Bank - Public

  • Auto Ancillary

  • Power Generation/Distribution

  • Airlines

  • Telecommunication - Service Provider

  • Engineering

  • Electric Equipment

  • Diversified

  • Hotel, Resort & Restaurants

  • Industrial Gases & Fuels

  • Ceramics/Marble/Granite/Sanitaryware

  • Insurance

  • Finance - NBFC

  • BPO/ITeS

  • Film Production, Distribution & Entertainment

  • Cigarettes/Tobacco

  • Logistics

  • Oil Exploration

  • Electrodes & Welding Equipment

  • Finance - Others

  • Transmission Towers / Equipments

  • Automobiles-Trucks/Lcv

  • Paper & Paper Products

  • Mining & Minerals

  • Wood & Wood Products

  • Consumer Food

  • Compressors / Pumps

  • Engineering - Construction

  • Bearings

  • Metal - Non Ferrous

  • Pesticides & Agrochemicals

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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 Balanced Advantage Fund
  • SBI Contra Fund
  • SBI Long Term Equity Fund
  • Cash

  • Equity

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About SBI Contra Fund

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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 ₹2,823.38 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 down ₹-1.65(-0.81%)yesterday to ₹202.6132.

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