Wealth Wisdom

SBI Contra Fund-Reg(G)

As on Dec-08-2023 change fund

303.27

-1.18 (-0.39%)

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	2018-2019	2019-2020	2020-2021	2021-2022	2022-2023
NAV in Rs (as on 31-Mar-2023)	280.50	191.04	388.00	505.80	572.97
Net Assets(Rs Crores) (as on 31-Mar-2023)	1563.05	963.37	1855.67	4209.23	8979.10
Scheme Returns(%)(Absolute)	-2.45	-32.35	108.38	28.77	11.90
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	3/3	3/3	1/3	1/3	1/3

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

financial year	Q1	Q2	Q3	Q4
2023-2024	12.93	9.37	NA	NA
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	(%)
GAIL (India) Ltd.	2.87
ICICI Bank Ltd.	2.61
Cognizant Technology Solutions...	2.57
HDFC Bank Ltd.	2.34
ICICI Prudential Life Insuranc...	2.18
Torrent Power Ltd.	1.98
Punjab National Bank	1.97
Oil & Natural Gas Corporation...	1.80
Cipla Ltd.	1.79
Axis Bank Ltd.	1.70

Top 10 sectors

sectors	(%)
Bank - Private	9.95
Pharmaceuticals & Drugs	7.45
Power Generation/Distribution	5.05
Industrial Gases & Fuels	4.49
Cement & Construction Materials	4.33
Bank - Public	3.62
Refineries	3.29
IT - Software	3.16
Automobiles-Trucks/Lcv	2.20
Insurance	2.18

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

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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	18,930.58	29.21	32.82	24.73	18.11	18.99	BUY
Kotak India EQ Contra Fund(G)	Large-Growth	27-Jul-2005	2,054.55	25.11	22.68	18.28	16.54	14.14	BUY
Invesco India Contra Fund(G)	Large-Growth	11-Apr-2007	12,063.43	20.22	19.89	17.18	19.02	14.76	BUY

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