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Previously called: SBI Magnum Contra-G

NAV as of ( Sep 09, 2022 )

223.8 0.28 % 1-D Change

16.2% p.a.

Earn upto 0.77% extra returns with Direct Plan

ET Money's Fund Report Card - SBI Contra Fund

ET Money Rank

not ranking
ranking

Not yet ranked

Performance Quality info

Excellent drop-arrow

Generated returns consistently

5/5

Increased returns for each unit of additional risk info

5/5

Downside Protection info

Excellent drop-arrow

Controlled losses during market corrections

5/5

Delivered returns without frequent ups and downs

3/5

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

This fund vs
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Scheme Details

ET Money Rank Not yet ranked
VRO Rating 5
Expense ratio 2.02%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 5,827 Crs
Lock-in No Lockin
Age 17 yrs 4 m Since May 09, 2005
Benchmark S&P BSE 500 TRI
Min. Investment

SIP 500  &

Lumpsum 5000

About SBI Contra Fund

SBI Contra Fund-Growth is a Value Oriented mutual fund scheme from Sbi Mutual Fund . This fund has been in existence for 17 yrs 4 m, having been launched on 09/05/2005. SBI Contra Fund-Growth has ₹5,827 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 2.02%, which is higher than what most other Value Oriented funds charge.
  • SBI Contra Fund-Growth returns of last 1-year are 17.87%. Since launch, it has delivered 19.02% average annual returns. The fund has doubled the money invested in it every 2 yrs.
  • SBI Contra Fund-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is high.
  • The fund has the majority of its money invested in Financial, Automobile, Energy, Technology, Healthcare sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
  • The fund's top 5 holdings are in Nifty 50, Reserve Bank of India, ICICI Bank Ltd., HDFC Bank Ltd., TI Financial Holdings Ltd..
.....
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of for
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You would have earned ₹ 1,001 in Direct Plan of this scheme

Total value Profit
This fund
Category Average
Bank FD
Gold

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Aug 31, 2022
Allocation by Market Cap

Large Cap 35.72%

Mid Cap 20.99%

Small Cap 28.25%

Other Cap 1.43%

Allocation by Sector

Financial 19.55%

Others 14.32%

Automobile 7.17%

Energy 6.94%

Top Debt Holdings

Reserve Bank of India 8.54%

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

Bifurcation by Instrument is not available for this fund

Other Holdings

Others 3.97%

Comparison with value oriented Funds

as on Sep 12, 2022
Average
3.01%
3.97 % p.a
This fund

Lowest
0.73%

Highest
7.42%
Pick time period to see return
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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 3.97% 2.93% 3 / 17
3 months 16.66% 15.7% 7 / 17
6 months 15.03% 9.16% 1 / 17
1 year 17.63% 7.63% 1 / 15
3 years 31.33% 21.75% 1 / 13
5 years 15.03% 11.27% 1 / 13
10 years 15.64% 16.19% 8 / 12

Riskometer

Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

SBI Contra Fund

EQUITY VALUE ORIENTED

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.

  • Std. Dev : 22.99
  • Alpha : 10.18
  • Beta : 0.98
  • Sharpe : 1.16
  • Sortino : 1.33
  • Profile

    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.

SBI Mutual Fund

SBI Mutual Fund

# SCHEMES

48

See all schemes

TOTAL AUM:

₹6,48,641 Crs

As on Jun 30, 2022

  • Phone: 022-61793000 / 1800-425-5425
  • Address: 9th Floor-Crescenzo, C-38 & 39-
    G Block, Bandra-Kurla Complex,
    Bandra (East)
    Mumbai, 400051

Compare with similar Funds

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Frequently asked questions

How are the returns of SBI Contra Fund ?

The SBI Contra Fund is a 17 yrs 4 m old fund and has delivered average annual returns of 16.2% since inception.

SBI Contra Fund Returns

1-Year 3-Year 5-Year 10-Year Since Inception
17.63% 31.33% 15.03% 15.64% 16.2%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of SBI Contra Fund for Sep 09, 2022 is 223.8 .

SBI Contra Fund-Growth is the regular plan of the fund. For this plan of you pay  2.02%   as annual charges. On the other hand if you go for the direct plan available on ET Money, you pay  1.25%.  That's 0.77% less.

Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments.

So, the lower annual cost of the direct plan means you will earn 0.77% if you opt for direct plan of SBI Contra Fund

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of SBI Contra Fund is 2.02%.  .

Redeeming your investments in SBI Contra Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in SBI Contra Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of SBI Contra Fund is ₹5,827 Crs.

The SBI Contra Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
Nifty 50 14.28%
ICICI Bank Ltd. 4.02%
HDFC Bank Ltd. 3.68%
TI Financial Holdings Ltd. 2.95%
HCL Technologies Ltd. 2.69%
State Bank of India 2.37%
Aster DM Healthcare Ltd. 2.03%
ITC Ltd. 2.01%
CESC Ltd. 2.01%
Tech Mahindra Ltd. 2.01%

The SBI Contra Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Financial 19.55%
Others 14.32%
Automobile 7.17%
Energy 6.94%
Technology 5.87%
Healthcare 5.73%
Consumer Staples 5.58%
Materials 4.94%
Metals & Mining 4.23%
Capital Goods 4.01%
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