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  • SBI Contra Fund (G)
SBI Mutual Fund

SBI Contra Fund (G)

EquityContra
Top Ranked

385.9699

NAV (Nov 06)

30.101%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within contra mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Category Leader

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

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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

385.9699

NAV (Nov 6)

Fund Returns

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%

Scheme Information

Investment Objective

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
-
Fund Managers

Dinesh Balachandran

Fund Manager

Pradeep Kesavan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Contra Fund (G)70%16,15,302 8,82,69030.1%
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 2023-12-21

Top Stock Holdings

Others

10.94%
10.943%

HDFC Bank Ltd.

4.02%
4.023%

GAIL (India) Ltd.

2.62%
2.622%

Nifty Bank

2.56%
2.557%

Kotak Mahindra Bank Ltd.

2.45%
2.45%
See all holdings

Allocation by Sector

Financial

21.29%
21.294287%

Energy

13.22%
13.224262%

Technology

9.24%
9.236593%

Healthcare

7.38%
7.376774%

Metals & Mining

6.15%
6.152603%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox 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) Review

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).

Frequently Asked Questions

What is SBI Contra Fund (G)?

It 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?

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.