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SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Category: Equity: Contra Launch Date: 14-07-1999
AUM:

₹ 47,205.42 Cr

Expense Ratio

1.51%

Benchmark

BSE 500 TRI

ISIN

INF200K01347

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Mr. Dinesh Balachandran,

Fund Performance 1Y (%) 3Y (%) 5Y (%)
SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 1.48 20.65 29.03
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
67.614
Last change
-0.28 (-0.4156%)
Fund Size (AUM)
₹ 47,205.42 Cr
Performance
15.41% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The investment objective of the Scheme is 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

Fund Manager
Mr. Dinesh Balachandran,
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
TREPS 14.9
HDFC BANK LIMITED EQ NEW FV RE. 1/- 8.15
RELIANCE INDUSTRIES LIMITED EQ 5.7
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 2.7
TATA STEEL LIMITED EQ NEW FV RE.1/- 2.65
ITC LIMITED EQ NEW FV RE.1/- 2.64
PUNJAB NATIONAL BANK EQ NEW FV RS. 2/- 2.4
BIOCON LIMITED EQ 2.08
6.90% CGL 2065 1.97
DABUR INDIA LIMITED EQ F.V. RE.1 1.96

Sector Allocation

Sector Holdings (%)
Financial Services 21.97
Oil, Gas & Consumable Fuels 11.02
Healthcare 7.47
Automobile and Auto Components 5.69
Fast Moving Consumer Goods 5.53
Metals & Mining 4.71
Information Technology 3.95
Consumer Durables 2.87
Construction Materials 2.71
Telecommunication 2.69

Peer Comparison

Scheme Name 5Y (%)
SBI Contra Fund Reg IDCW 29.03
Kotak Contra Fund Reg Gr 23.07
Invesco India Contra Fund Gr 21.94
SBI Contra Fund Reg Gr 29.03