SBI Contra (Equity, Equity Value Oriented)

Moderately High
19 yrs 6 monthsStarted on:14 Jul 1999
₹ 1484.58 Cras on: 13 Dec 2018
Long Term Horizon
2.25%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR6.48
3 YR7.16

SIP Returns

TenureReturns (CAGR)
3 YR1.18
5 YR5.42
10 YR9.04

Portfolio

Company Name% Assets
ICICI Bank Ltd.7.14
State Bank of India5.77
Elgi Equipments Ltd.5.5
HCL Technologies Ltd.3.76
REC Ltd.3.36
Sadbhav Engineering Ltd.2.73
Aurobindo Pharma Ltd.2.73
Sun Pharmaceutical Inds. Ltd.2.65
Balkrishna Industries Ltd.2.46
Interglobe Aviation Ltd.2.45

Top Sectoral Holdings

Sector Name% Assets
Financial24.84
Healthcare11.58
Services10.2
Technology9.37
Engineering8.86
Construction7.26
Automobile4.86
FMCG4.06
Energy3.08
Communication3.07

Indicators

LabelValue
Portfolio turnover ratio50
Standard Deviation16.23%
Beta1%
Sharpe Ratio0.06

Dinesh Balachandran,Mohit Jain

Mr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Prior to joining SBI Funds Management Pvt. Ltd. he has worked with Fidelity Investments, USA.Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
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