SBI Contra Fund - Growth - Regular Plan

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  • Net Change on 24-09-2020

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Fund Overview Growth | Regular 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 - REGULAR PLAN -GROWTH -2.80 10.78 -0.45 -2.10 4.05 16.11
S&P BSE 500 -5.71 5.58 -5.35 0.92 6.47 13.04
S&P BSE 500 - TRI -5.65 6.09 -4.17 2.16 7.81 8.11
S&P BSE SENSEX - TRI -5.76 5.40 -5.46 5.83 8.51 12.31

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 - REGULAR PLAN -GROWTH Jul 14, 1999 Unrated -0.45 -2.10 4.05 2.29 1,329.94
Invesco India Contra Fund - Growth Apr 11, 2007 2.61 5.21 10.05 1.94 5,019.09
Kotak India EQ Contra Fund - Growth Jul 27, 2005 -3.58 4.07 8.70 2.40 817.65

Fund Holdings as on 31-August-2020

  • TREPS

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • 3.75% The Federal Bank Ltd. (Duration 91 Days)

  • ICICI Prudential Life Insurance Company Ltd.

  • HDFC Bank Ltd.

  • Sequent Scientific Ltd.

  • Reliance Industries Ltd.

  • Neogen Chemicals Ltd.

  • Tata Motors Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Ultratech Cement Ltd.

  • Lupin Ltd.

  • HCL Technologies Ltd.

  • Hero MotoCorp Ltd.

  • SBI Life Insurance Company Ltd.

  • Westlife Development Ltd.

  • Kotak Mahindra Bank Ltd.

  • Bharti Airtel Ltd.

  • Prism Johnson Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • The Phoenix Mills Ltd.

  • ITC Ltd.

  • Pfizer Ltd.

  • Hindalco Industries Ltd.

  • Natco Pharma Ltd.

  • Bank of Baroda

  • Solara Active Pharma Sciences Ltd.

  • Carborundum Universal Ltd.

  • ABB India Ltd.

  • Andhra Paper Ltd.

  • Indian Oil Corporation Ltd.

  • The Indian Hotels Company Ltd.

  • Greenply Industries Ltd.

  • State Bank of India

  • Larsen & Toubro Ltd.

  • Minda Corporation Ltd.

  • V-Guard Industries Ltd.

  • Cipla Ltd.

  • Prataap Snacks Ltd.

  • Cyient Ltd.

  • GAIL (India) Ltd.

  • NCC Ltd.

  • Axis Bank Ltd.

  • JSW Energy Ltd.

  • Greenpanel Industries Ltd.

  • Gateway Distriparks Ltd.

  • Margin amount for Derivative positions

  • Oil & Natural Gas Corporation Ltd.

  • Chennai Petroleum Corporation Ltd.

  • Sadbhav Engineering Ltd.

  • Blue Dart Express Ltd.

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • IT - Software

  • Refineries

  • Insurance

  • Miscellaneous

  • Engineering - Construction

  • Bank - Public

  • Electric Equipment

  • Chemicals

  • Automobiles-Trucks/Lcv

  • Cement & Construction Materials

  • Wood & Wood Products

  • Automobile Two & Three Wheelers

  • Finance - Others

  • Telecommunication - Service Provider

  • Diversified

  • Construction - Real Estate

  • Cigarettes/Tobacco

  • Metal - Non Ferrous

  • Abrasives

  • Paper & Paper Products

  • Hotel, Resort & Restaurants

  • Auto Ancillary

  • Consumer Food

  • Industrial Gases & Fuels

  • Power Generation/Distribution

  • Logistics

  • Oil Exploration

  • Courier Services

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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

  • Deposits

  • 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 14-Jul-1999 and currently has an AUM of ₹1,329.94 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 ₹-2.64(-2.55%)yesterday to ₹100.5227.

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