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  • SBI Contra Fund (Growth)

Formerly SBI Magnum Sector Umbrella Contra Gr

SBI Mutual Fund

SBI Contra Fund (Growth)

EquityContra

277.899

NAV (Sep 21)

20.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

277.899

NAV (Sep 21)

Fund Returns

Last 1Y
24.4%
Last 3Y
38.7%
Last 5Y
20.8%
Last 10Y
18%
Since Inception
16.7%
6 Month CAGR
23.8%

Scheme Information

Investment Objective

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

Expense Ratio
1.71
Launched (18y ago)
May 06, 2005
AUM in Crores
14607.923
ISIN
INF200K01362
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.3
Standard Deviation (5yr)
20.3
Beta (3yr)
0.89
Beta (5yr)
0.99
Sharpe Ratio (3yr)
1.994
Sharpe Ratio (5yr)
0.701
YTM
0
Fund Managers

Mohit Jain

Fund Manager

Dinesh Balachandran

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Contra Fund (Growth)70%12,43,536 5,10,92420.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-09-21

Top Stock Holdings

treps

9.1%
9.1%

cognizant technology solutions corp class a

3.4%
3.4%

hdfc bank ltd

3.1%
3.1%

gail (india) ltd

2.9%
2.9%

coforge ltd

2.2%
2.2%
See all holdings

Allocation by Sector

financial services

18.4%
18.4%

basic materials

11.7%
11.7%

industrials

11.6%
11.6%

technology

7.9%
7.9%

healthcare

7.9%
7.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,197 cr

₹ 11,862 cr

₹ 17,630 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 568,021 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,205 debt and 34 hybrid funds.amc-img
022-61793000
Fund NameScripbox Opinion
Till Date CAGR

4.4%

6.5%

28.7%

17.6%

32.4%

15.7%

23.3%

11.8%

4.6%

6.9%

SBI Contra Fund (G) Review

SBI Contra Fund (G) is a Contra Equity fund and has delivered an annualised return of 16.7% over a period of 18 years. The fund was previously known as SBI Magnum Sector Umbrella Contra Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Balachandran, Mohit Jain.

Nav of SBI Contra Fund (G) as of 9/21/2023 is ₹277.90 with the total AUM as of 9/23/2023 is ₹14607.923. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Contra Fund (G) was launched on May 06, 2005. The category risk of the fund is Very High Risk.

The minimum SIP amount for SBI Contra Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI Contra Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.

SBI Contra Fund (G) is rated as a 0 fund in Equity and delivered 24.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Contra Fund (G).

Frequently Asked Questions

What is SBI Contra Fund (G)?

SBI Contra Fund (G) is a Contra Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Contra Fund (G)?

You can invest in SBI Contra Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Contra Fund (G)?

The minimum sip amount for SBI Contra Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Contra Fund (G) good to invest in?

As per Scripbox experts, SBI Contra Fund (G) is a Not Reviewed Yet fund. You can investSBI Contra Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Contra Fund (G)?

The expense ratio of the SBI Contra Fund (G) is 1.71% for regular plan.