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SBI Contra Fund (Growth)

Formerly SBI Magnum Sector Umbrella Contra Gr
Returns (5yrs)
3.04 %
Latest NAV
103.74

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 14th of August, 06:52 AM

To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy

Fund Managers

  • profile-pic
    Dinesh Balachandran
  • expense-ratio
    Expense Ratio
    2.3
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 1257.26 Crores
    ISIN
    ISIN
    INF200K01362
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of August, 06:52 AM

Top Holding

Treps
10%
Infosys Ltd
5%
Icici Prudential Life Insurance Co Ltd
4%
3.75% The Federal Bank Ltd. (Duration 91 Days)
4%
Hdfc Bank Ltd
4%

Top Sectors

Financial Services
20%
Healthcare
16%
Basic Materials
12%
Consumer Cyclical
10%
Industrials
8%

Allocation

Equity
89%
Others
11%
Debt
0%

Investment Return Calculator

as on 14th of August, 06:52 AM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 14th of August, 06:52 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

SBI Contra Fund Regular Growth is a Diversified Equity fund and has delivered an annualised return of 3.04% over a period of 5 years. The fund is managed by SBI Funds Management Private Limited. The fund managers names are Dinesh Balachandran. To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy The fund charges 2.30000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.