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SBI Contra Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.59 | 38.13 | 1.70 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.12 | 41.42 | 1.85 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| BSE 500 - TRI |
About Contra Fund
Contra funds invest in stocks that are not performing very well at a particular time. These investments focus on under-owned sector which have high potential but being neglected by investors.
Peers & Comparison
EquityContra Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| SBI Contra Fund | 30.79% | 23.43% | 17.53% |
| Invesco India Contra Fund | 41.33% | 19.70% | 19.96% |
| Kotak India EQ Contra Fund | 36.43% | 21.23% | 18.02% |
Price Comparison
Compare SBI Contra Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.43 %
Holdings
5.45 %
1.43 % - Reliance Industries Ltd3M change : 0.89 %
Holdings
3.12 %
0.89 % - Tech Mahindra Ltd3M change : 0.27 %
Holdings
2.30 %
0.27 %
AMC Profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,72,781.27 Cr.
Fund Manager Profile
Dinesh Balachandran
AUM: ₹1,09,124.83 Cr.
|
Exp: 11yrs
Pradeep Kesavan
AUM: ₹2,01,309.38 Cr.
|
Exp: 18yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
SBI Contra Fund Review in India : Value Investing Strategy for High Returns | ZFunds
1 month ago•ZFunds
SBI Contra Fund vs SBI Bluechip Fund: Which is Best? | Detailed Comparison | Review in Hindi
3 months ago•ZFunds
What are Contra Funds | Is SBI Contra Fund No.1 Mutual Fund of India?
5 months ago•The Mutual Fund Talk
SBI Contra Fund vs. Parag Parikh Flexi Cap Fund - Contrarian vs. Flexible - Choose the Right!
6 months ago•Invest with S K Singh
170% returns in 3 years | The secret of SBI Contra Fund’s success
11 months ago•ET Money
SBI Contra Fund vs. Parag Parikh Flexi Cap Fund: A Comprehensive Investment Comparison
1 year ago•Invest with S K Singh
What makes SBI Contra Fund an investors’ favourite | 170% returns in 3 years
1 year ago•ET Money
SBI contra fund VS Invesco India contra fund | Invesco India contra fund | SBI contra fund
1 year ago•Invest with S K Singh
Nivesh Ki Baat | An update on SBI Contra Fund
3 years ago•SBI Mutual Fund
Reasons behind a ‘Sell’ recommendation for SBI Contra
3 years ago•Value Research
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%