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
₹45,068 Cr
N/A
1.63
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 | -3.96 | -1.29 | -3.90 |
| 6M | -5.22 | 1.05 | 0.00 |
| 1Y | -8.59 | 2.66 | 0.00 |
| 3Y | 8.60 | 13.74 | 44.40 |
Portfolio Analysis
- Equity: 88.57%
- Debt: 10.42%
- 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 ₹45,068 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.63. 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 | 407 CR | 3.94 |
| SBI Contra Fund Growth | 5 | 45,067 CR | 1.63 |
| Kotak Contra Fund - Growth | 4 | 5,196 CR | 2.03 |
| Invesco India Contra Fund Growth | 3 | 19,248 CR | 1.87 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Contra Fund Growth | 0 | 0 |
| This FundSBI Contra Fund Growth | -8.5861 | 28.0677 |
| This FundKotak Contra Fund - Growth | -8.4432 | 38.6578 |
| This FundInvesco India Contra Fund Growth | -8.2725 | 39.6258 |
SBI Contra Fund Growth FAQs
- 1 Month : -3.96%
- 6 Months : -5.22%
- 1 Year : -8.59%
- 3 Years : 8.60%
