Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 385.9699
NAV (Nov 6)
Last 1Y | 38.8% |
Last 3Y | 23.9% |
Last 5Y | 30.1% |
Last 10Y | 16.8% |
Since Inception | 19.8% |
6 Month CAGR | 9.9% |
The scheme seeks 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 | 1.51% |
Launched | - |
AUM in Crores | 41326.6 |
ISIN | INF200K01362 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.7 |
Beta | 0.9 |
Sharpe Ratio | 1.7 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI Contra Fund (G) | 16,15,302 | 8,82,690 | 30.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Others
10.94%HDFC Bank Ltd.
4.02%GAIL (India) Ltd.
2.62%Nifty Bank
2.56%Kotak Mahindra Bank Ltd.
2.45%Financial
21.29%Energy
13.22%Technology
9.24%Healthcare
7.38%Metals & Mining
6.15%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
SBI Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
16.7% | 6.6% | ||
9.2% | 14.4% | ||
22.8% | 16.2% | ||
18.1% | 15.3% | ||
23.8% | 17.3% |
SBI Contra Fund (G) is a Contra Equity fund and has delivered an annualised return of 19.81%. The fund is managed by SBI Mutual Fund. The fund managers are Dinesh Balachandran, Pradeep Kesavan.
Nav of SBI Contra Fund (G) as of 11/6/2024 is ₹385.97 with the total AUM as of 11/8/2024 is ₹41326.63. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.
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 BSE 500 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 38.84% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Contra Fund (G).
What is SBI Contra Fund (G)?
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?
According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your 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 1.51% for regular plan.
What is the NAV of SBI Contra Fund (G)?
Today's SBI Contra Fund (G) NAV is ₹385.97.