SBI Contra Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Contra Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹47,589 Cr
N/A
1.61
For exit within 30 days from the date of allotment - 0.25 %.For exit after 30 days and within 90 days from the date of allotment - 0.10%For exit after 90 days from the date of allotment - Nil.
BSE 500 Total Return
SBI Contra Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.98 | -1.01 | -2.73 |
| 6M | 1.46 | 3.77 | 8.01 |
| 1Y | -5.33 | 3.87 | 0.00 |
| 3Y | 8.55 | 13.29 | 46.43 |
Portfolio Analysis
- Equity: 86.73%
- Debt: 12.30%
- Others
About Fund SBI Contra Fund Growth
SBI Contra Fund Growth managed by SBI Mutual Fund,is a Contra Fundsscheme with Assets Under Management of ₹47,589 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.61. 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.
Fund Managers
Dinesh Balachandran
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Motilal Oswal Contra Fund Growth | 0 | 445 CR | 4.09 |
| SBI Contra Fund Growth | 5 | 47,589 CR | 1.61 |
| Invesco India Contra Fund Growth | 3 | 20,643 CR | 1.86 |
| Kotak Contra Fund - Growth | 4 | 5,510 CR | 2.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Contra Fund Growth | 0 | 0 |
| This FundSBI Contra Fund Growth | -5.3265 | 27.9019 |
| This FundInvesco India Contra Fund Growth | -4.3928 | 38.736 |
| This FundKotak Contra Fund - Growth | -3.6354 | 40.8453 |
SBI Contra Fund Growth FAQs
- 1 Month : -4.98%
- 6 Months : 1.46%
- 1 Year : -5.33%
- 3 Years : 8.55%
