Wealth Wisdom

SBI Contra Fund-Reg(G)

As on Apr-25-2024 change fund

350.97

1.56 (0.45%)

BUY

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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2019-2020	2020-2021	2021-2022	2022-2023	2023-2024
NAV in Rs (as on 31-Mar-2024)	191.04	388.00	505.80	572.97	847.53
Net Assets(Rs Crores) (as on 31-Mar-2024)	963.37	1855.67	4209.23	8979.10	26776.87
Scheme Returns(%)(Absolute)	-32.35	108.38	28.77	11.90	47.20
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	3/3	1/3	1/3	1/3	2/3

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2023-2024	12.93	9.37	13.13	5.86
2022-2023	-3.54	12.44	5.59	-1.08
2021-2022	12.72	12.69	4.22	-1.54
2020-2021	21.07	14.53	29.35	13.24
2019-2020	-2.80	-5.52	1.85	-27.18

Top 10 holdings

company	(%)
State Bank Of India	2.88
HDFC Bank Ltd.	2.84
GAIL (India) Ltd.	2.78
Cognizant Technology Solutions...	2.26
ICICI Bank Ltd.	2.16
Torrent Power Ltd.	1.95
Tata Steel Ltd.	1.94
Axis Bank Ltd.	1.92
Whirlpool Of India Ltd.	1.84
Oil & Natural Gas Corporation...	1.75

Top 10 sectors

sectors	(%)
Bank - Private	10.30
Pharmaceuticals & Drugs	6.85
Power Generation/Distribution	5.45
Industrial Gases & Fuels	4.50
Bank - Public	4.29
Cement & Construction Materials	3.16
Refineries	3.05
IT - Software	3.01
Insurance	2.73
Steel & Iron Products	2.69

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go

1M
3M
6M
1Y
3Y
5Y
10Y
maximum

performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception	Action
SBI Contra Fund-Reg(G)	Large-Growth	14-Jul-1999	26,776.87	50.44	32.57	25.60	18.72	19.38	BUY
Kotak India EQ Contra Fund(G)	Large-Growth	27-Jul-2005	2,672.12	50.71	24.63	20.03	17.12	14.77	BUY
Invesco India Contra Fund(G)	Large-Growth	11-Apr-2007	13,903.49	47.23	22.32	18.87	18.89	15.33	BUY

Wealth Wisdom is an investing platform where users can find suitable mutual fund schemes to invest in. Wealth Wisdom provides objective evaluation of mutual funds and does not advice or recommend any mutual fund or portfolio.

Useful Links

102, Sindhi Colony,Bani Park, Jaipur – 302016 Rajasthan, India

+91 9672380100

info@wealthwisdom.in

AMFI distributor registration number: ARN–176981,
CIN (Corporate Identity Number ): U74140RJ2007PTC025103
Wealth Wisdom does not guarantee any returns and safety of capital. Investor shall invest with their own discretion.
Mutual fund investments are subject to market risks, please read the offer documents carefully before investing.