SBI Contra Fund (Equity, Equity Value Oriented)

Moderately High
20 yrs 10 monthsStarted on:14 Jul 1999
₹ 1267.25 Cras on: 09 Apr 2020
Long Term Horizon
2.22%
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)

SIP Returns

TenureReturns (CAGR)
10 YR1.9

Portfolio

Company Name% Assets
Elgi Equipments Ltd.5.7
Axis Bank Ltd.4.4
HDFC Bank Ltd.4.02
Infosys Ltd.3.75
ICICI Bank Ltd.3.23
ICICI Prudential Life Insurance Company Ltd.3.08
Bank Of Baroda2.76
Bharti Airtel Ltd.2.72
Westlife Development Ltd.2.72
Equitas Holdings Ltd.2.55

Top Sectoral Holdings

Sector Name% Assets
Financial26.89
Engineering10.39
Energy8.41
Services7.58
Healthcare7.34
Construction6.33
Technology5.89
FMCG5.04
Communication2.77
Chemicals2.47

Indicators

LabelValue
Portfolio turnover ratio52
Standard Deviation19.99%
Beta0.99%

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.