Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.35 | -0.02 | 1.95 |
| 6M | -6.33 | 1.46 | 8.73 |
| 1Y | -2.48 | 4.78 | 15.33 |
| 3Y | 15.75 | 16.83 | 69.26 |
SBI Contra Fund Growth managed by SBI Mutual Fund,is a Contra Fundsscheme with Assets Under Management of ₹47,352 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.48. 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 | 47352.17 CR | 1.48 |
| Invesco India Contra Fund Growth | 3 | 19405.59 CR | 1.66 |
| Kotak Contra Fund - Growth | 4 | 5153.86 CR | 1.87 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Contra Fund Growth | -2.4762 | 55.0793 |
| This FundInvesco India Contra Fund Growth | -4.7361 | 58.6458 |
| This FundKotak Contra Fund - Growth | 0.2136 | 62.7435 |