SBI Contra Fund - Regular Plan -Growth
Fund House: SBI Mutual Fund
Category: Equity: Contra
Status: Open Ended Schemes
Launch Date: 14-07-1999
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: BSE 500 TRI
Total Assets: 42220.05 As on (31-03-2025)
Expense Ratio: 1.51% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Exit load of 1% if redeemed within 1 year
NAV as on 24-04-2025
369.9201
-0.0542
CAGR Since Inception
16.84%
BSE 500 TRI 12.45%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Contra Fund - Regular Plan -Growth | 5.87 | 21.4 | 36.02 | 15.66 | 16.84 |
| Benchmark | - | - | - | - | - |
| Equity: Contra | 7.79 | 20.3 | 29.71 | 15.29 | 15.41 |
Funds Manager
Dinesh Balachandran, Pradeep Kesavan
RETURNS CALCULATORS for SBI Contra Fund - Regular Plan -Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Contra Fund - Regular Plan -Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Contra Fund - Regular Plan -Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Contra Fund Reg Gr | 14-07-1999 | 5.87 | 26.05 | 21.4 | 36.02 | 15.66 |
| Invesco India Contra Fund Gr | 11-04-2007 | 11.86 | 28.53 | 19.74 | 26.15 | 15.49 |
| Kotak India EQ Contra Fund Gr | 27-07-2005 | 5.63 | 26.24 | 19.77 | 26.97 | 14.71 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Contra Fund - Regular Plan -Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Contra Fund - Regular Plan -Growth | 11.58 | 1.0 | 7.27 | 0.86 | - | - |
| Equity: Contra | - | - | - | - | - | - |