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SBI Contra Fund-Reg(G)

As on Dec-08-2023 change fund
303.27  up-1.18 (-0.39%)

fund objective

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology,Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 31-Mar-2023)280.50191.04388.00505.80572.97
Net Assets(Rs Crores) (as on 31-Mar-2023) 1563.05 963.37 1855.67 4209.23 8979.10
Scheme Returns(%)(Absolute)-2.45-32.35108.3828.7711.90
B'mark Returns(%)(Absolute)NANANANANA
Category Rank3/33/31/31/31/3
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-202412.939.37NANA
2022-2023-3.5412.445.59-1.08
2021-202212.7212.694.22-1.54
2020-202121.0714.5329.3513.24
2019-2020-2.80-5.521.85-27.18
Top 10 holdings
company (%)
GAIL (India) Ltd.2.87 
ICICI Bank Ltd.2.61 
Cognizant Technology Solutions...2.57 
HDFC Bank Ltd.2.34 
ICICI Prudential Life Insuranc...2.18 
Torrent Power Ltd.1.98 
Punjab National Bank1.97 
Oil & Natural Gas Corporation...1.80 
Cipla Ltd.1.79 
Axis Bank Ltd.1.70 

Category

Contra

Launch Date

14-Jul-99

Scheme Benchmark

S&P BSE 500 - TRI

AUM ( in Cr.)

18,930.58

portfolio price to book value

4.75

investing style?

Large Growth

fund manager?

Dinesh Balachandran,Mohit Jain

inception date (regular plan)

14-Jul-99

expense ratio (regular plan) %

1.68

Top 10 sectors
sectors (%)
Bank - Private9.95
Pharmaceuticals & Drugs7.45
Power Generation/Distribution5.05
Industrial Gases & Fuels4.49
Cement & Construction Materials4.33
Bank - Public3.62
Refineries3.29
IT - Software3.16
Automobiles-Trucks/Lcv2.20
Insurance2.18

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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  • 3M
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
SBI Contra Fund-Reg(G)Large-Growth 14-Jul-199918,930.5829.2132.8224.7318.1118.99
Kotak India EQ Contra Fund(G)Large-Growth 27-Jul-20052,054.5525.1122.6818.2816.5414.14
Invesco India Contra Fund(G)Large-Growth 11-Apr-200712,063.4320.2219.8917.1819.0214.76
Attention InvestorsKYC
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