SBI Contra Fund - Regular Plan -Growth
Fund House: SBI Mutual Fund| Category: Equity: Contra |
| Launch Date: 14-07-1999 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 1.52% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 40,486.04 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 18% | Exit Load: Exit load of 1% if redeemed within 1 year |
371.3312
-5.51 (-1.4828%)
17.28%
Benchmark: 12.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 0 Months
7 Years 10 Months
8 Years 2 Months
17 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to invest in undervalued scrips, which are out of flavour but have the potential to show attractive growth in long-term.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.58 |
| Sharpe Ratio | 1.31 |
| Alpha | 8.45 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Contra Fund - Regular Plan -Growth | 14-07-1999 | 31.66 | 27.43 | 21.37 | 29.64 | 16.23 |
| Invesco India Contra Fund - Growth | 11-04-2007 | 40.86 | 26.86 | 17.24 | 22.05 | 16.2 |
| Kotak India EQ Contra Fund - Growth | 27-07-2005 | 36.66 | 27.68 | 18.65 | 21.51 | 15.27 |
Scheme Characteristics
Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.53%
Others
16.32%
Large Cap
47.5%
Mid Cap
23.35%
