SBI Contra Fund (Equity, Equity Value Oriented)

₹ 108.35
3
19.00%
Invest
Moderately High
19 yrs 1 monthsStarted on:14 Jul 1999
₹ 1604.54 Cras on: 17 Jul 2018
Long Term Horizon
2.34%
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 YR9.15
3 YR6.58

SIP Returns

TenureReturns (CAGR)
2 YR3.29
3 YR7.35
5 YR10.59
10 YR11.16

Portfolio

Company Name% Assets
Bharti Airtel Ltd.6.46
Elgi Equipments Ltd.5.53
ICICI Bank Ltd.5.15
Sun Pharmaceutical Inds. Ltd.4.92
State Bank of India4.87
Interglobe Aviation Ltd.4.75
HDFC Bank Ltd.4.14
HCL Technologies Ltd.4.04
Kotak Mahindra Bank Ltd.3.93
Rural Electrification Corpn. Ltd.3.26

Top Sectoral Holdings

Sector Name% Assets
Financial28.77
Technology9.78
Services9.74
Engineering8.71
Communication8.27
Healthcare8.11
Construction5.7
Automobile4.96
FMCG3.94
Chemicals2.81

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation15.06%
Beta1.02%
Sharpe Ratio0.14

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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