SBI Contra Fund (Equity, Equity Value Oriented)

Moderately High
19 yrs 3 monthsStarted on:14 Jul 1999
₹ 1684.92 Cras on: 21 Sep 2018
Long Term Horizon
2.33%
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 YR5.67
3 YR8.06

SIP Returns

TenureReturns (CAGR)
2 YR1.35
3 YR6.02
5 YR9.13
10 YR10.75

Portfolio

Company Name% Assets
ICICI Bank Ltd.6.1
Elgi Equipments Ltd.5.73
State Bank of India5.53
Sun Pharmaceutical Inds. Ltd.5.42
HCL Technologies Ltd.4.35
HDFC Bank Ltd.3.85
Interglobe Aviation Ltd.3.83
Kotak Mahindra Bank Ltd.3.59
Rural Electrification Corpn. Ltd.3.56
Sadbhav Engineering Ltd.3.3

Top Sectoral Holdings

Sector Name% Assets
Financial28.69
Healthcare12.96
Services10.18
Technology9.89
Engineering9.12
Construction6.67
Automobile5.6
FMCG3.5
Communication3.49
Chemicals3.26

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation14.67%
Beta1.01%
Sharpe Ratio0.32

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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