Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.68 | 0.56 | 2.38 |
| 6M | -6.12 | 1.98 | 8.73 |
| 1Y | -2.86 | 4.85 | 15.33 |
| 3Y | 14.32 | 16.63 | 68.28 |
SBI Contra Fund Growth managed by SBI Mutual Fund,is a Contra Fundsscheme with Assets Under Management of ₹47,263 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.46. Under the expert guidance of Dinesh Balachandran ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Dinesh holds B.tech. (IIT-B) M.S. (MIT,USA), CFA Charter holder. He has over 11 years of experience in the industry primarily as Research Analyst. And is the Head – Research of SBI Funds Management Private Limited.From Aug 2004 – Dec 2011 he was a Research Analyst in Fidelity Investments, USA. After he joined in SBI Funds Management Pvt.Ltd from Mar 2012 – till date.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI Contra Fund Growth | 5 | 47263.08 CR | 1.46 |
| Invesco India Contra Fund Growth | 3 | 19517.34 CR | 1.66 |
| Kotak Contra Fund - Growth | 4 | 5161.5 CR | 1.89 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Contra Fund Growth | -2.8576 | 49.4234 |
| This FundInvesco India Contra Fund Growth | -2.0631 | 59.4147 |
| This FundKotak Contra Fund - Growth | 1.4331 | 61.7992 |