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Fund Card

SBI Contra Fund-Reg(G)

As on Jul-26-2024 change fund
390.67  up4.88 (1.27%)
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 year2019-20202020-20212021-20222022-20232023-2024
NAV in Rs (as on 31-Mar-2024)191.04388.00505.80572.97847.53
Net Assets(Rs Crores) (as on 31-Mar-2024) 963.37 1855.67 4209.23 8979.10 26776.87
Scheme Returns(%)(Absolute)-32.35108.3828.7711.9047.20
B'mark Returns(%)(Absolute)NANANANANA
Category Rank3/31/31/31/32/3
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202512.53NANANA
2023-202412.939.3713.135.86
2022-2023-3.5412.445.59-1.08
2021-202212.7212.694.22-1.54
2020-202121.0714.5329.3513.24
Top 10 holdings
company (%)
HDFC Bank Ltd.4.62 
Kotak Mahindra Bank Ltd.2.69 
GAIL (India) Ltd.2.63 
State Bank Of India2.53 
Whirlpool Of India Ltd.2.35 
Reliance Industries Ltd.2.34 
Indus Towers Ltd.2.28 
ITC Ltd.2.00 
Oil & Natural Gas Corporation...1.91 
ICICI Bank Ltd.1.84 

Category

Contra

Launch Date

14-Jul-99

Scheme Benchmark

BSE 500 - TRI

AUM ( in Cr.)

34,366.43

portfolio price to book value

5.41

investing style?

Large Growth

fund manager?

Dinesh Balachandran,Pradeep Kesavan

inception date (regular plan)

14-Jul-99

expense ratio (regular plan) %

1.56

Top 10 sectors
sectors (%)
Bank - Private12.74
Pharmaceuticals & Drugs6.17
Power Generation/Distribution5.06
Industrial Gases & Fuels4.31
Telecommunication - Service Provider3.70
Refineries3.65
Bank - Public3.61
IT - Software3.50
Cement & Construction Materials2.64
Consumer Durables - Domestic Appliances2.35

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

to go
  • 1M
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performance comparision with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
SBI Contra Fund-Reg(G)Large-Growth 14-Jul-199934,366.4345.8529.2530.9218.1719.67BUY
Kotak India EQ Contra Fund(G)Large-Growth 27-Jul-20053,499.7452.6425.1624.3917.1615.38BUY
Invesco India Contra Fund(G)Large-Growth 11-Apr-200716,188.0749.0822.6523.6218.0416.06BUY
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