• Mutual Funds
  • SBI Mutual Fund
  • SBI Contra Fund (Growth)

Formerly SBI Magnum Sector Umbrella Contra Gr

SBI Mutual Fund

SBI Contra Fund (Growth)

EquityContra

Top Ranked

217.5382

NAV (Aug 17)

15.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within contra mutual funds.However, Scripbox does not recommend investing in contra mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 5,291 Cr

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

View all 7 analysis

View Less

Scripbox Recommended Equity Funds

Want the focused equity funds that are right for your long term equity investment needs?

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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

217.5382

NAV (Aug 17)

Fund Returns

Last 1Y

20.5%

Last 3Y

30.8%

Last 5Y

15.2%

Last 10Y

15.5%

Since Inception

16.1%

6 Month CAGR

9.6%

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

2.02

Launched (17y ago)

May 06, 2005

AUM in Crores

5291.249

ISIN

INF200K01362

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Mohit Jain

Fund Manager

Dinesh Balachandran

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-17

Top Stock Holdings

treps

13.2%
13.2%

icici bank ltd

4.1%
4.1%

hdfc bank ltd

3.9%
3.9%

hcl technologies ltd

3%
3%

tube investments of india ltd ordinary shares

3%
3%
See all holdings

Allocation by Sector

financial services

18%
18%

consumer cyclical

10.5%
10.5%

industrials

10.4%
10.4%

basic materials

9%
9%

utilities

6.8%
6.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,507 cr

₹ 9,966 cr

₹ 14,233 cr

₹ 9,966 cr

₹ 14,233 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 453,919 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    20%

    19.2%

    6.1%

    6.8%

    3.6%

    6.5%

    22.8%

    17.6%

    18.6%

    11.8%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    SBI Contra Fund (G) Review

    SBI Contra Fund (G) is a Contra Equity fund and has delivered an annualised return of 16.1% over a period of 17 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 8/17/2022 is ₹217.54 with the total AUM as of 8/18/2022 is ₹5291.249. 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 4 fund in Equity and delivered 20.5% 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 stocks 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 Top Ranked 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 2.02% for regular plan.