Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 5.72 | 2.45 | 7.78 |
| 6M | -4.75 | 1.66 | 8.73 |
| 1Y | 2.37 | 5.97 | 15.33 |
| 3Y | 16.82 | 17.68 | 76.45 |
SBI Contra Fund Growth managed by SBI Mutual Fund,is a Contra Fundsscheme with Assets Under Management of ₹43,754 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.53. 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 |
|---|---|---|---|
| This FundSBI Contra Fund Growth | 5 | 43753.59 CR | 1.53 |
| This FundInvesco India Contra Fund Growth | 2 | 17663.58 CR | 1.65 |
| This FundKotak Contra Fund - Growth | 2 | 4679.19 CR | 1.85 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Contra Fund Growth | 2.3718 | 59.4118 |
| This FundInvesco India Contra Fund Growth | 1.0449 | 65.1599 |
| This FundKotak Contra Fund - Growth | 7.2318 | 69.6518 |