SBI Contra Fund (Equity, Multi Cap)

Moderately High
18 yrs 11 monthsStarted on:14 Jul 1999
₹ 1782.88 Cras on: 22 May 2018
Long Term Horizon
2.12%
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)
1 YR8.76
2 YR15.37
3 YR8.21

SIP Returns

TenureReturns (CAGR)
2 YR7.52
3 YR9.75
5 YR12.42
10 YR11.85

Portfolio

Company Name% Assets
Bharti Airtel Ltd.6.23
Interglobe Aviation Ltd.5.51
Elgi Equipments Ltd.5.27
Kotak Mahindra Bank Ltd.5.23
ICICI Bank Ltd.4.78
State Bank of India4.16
Sun Pharmaceutical Inds. Ltd.4.15
HCL Technologies Ltd.4.13
Rural Electrification Corpn. Ltd.3.58
HDFC Bank Ltd.3.44

Top Sectoral Holdings

Sector Name% Assets
Financial29.42
Services12.67
Technology9.33
Engineering8.82
Communication8.12
Construction7.62
Healthcare7
FMCG4.49
Automobile4.21
Chemicals2.81

Indicators

LabelValue
Portfolio turnover ratio48
Standard Deviation14.42%
Sharpe Ratio0.55

Dinesh Balachandran

Mr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.
Prior to joining SBI Funds Management Pvt. Ltd. he has worked with Fidelity Investments, USA.

Other Funds Managed by Dinesh Balachandran

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