SBI Contra Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Dinesh Balachandran, Mohit Jain. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.65% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹26777 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 65.2% |
Size breakup
SBI Contra Fund Direct Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 5.13% | 5.13% |
6 Month Returns | 28.17% | 28.17% |
1 Year Returns | 51.24% | 51.24% |
3 Years Returns | 137.2% | 33.36% |
5 Years Returns | 224.44% | 26.54% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Contra Fund Direct Payout Inc Dist cum Cap Wdrl | 6.68 | 11.47 | 7.23 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Contra Fund Direct Payout Inc Dist cum Cap Wdrl | 1 | 0.84 | 0.98 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Contra Fund Direct Payout Inc Dist cum Cap Wdrl | 3.15 | 1.86 | 1.01 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Contra Fund Direct Payout Inc Dist cum Cap Wdrl | 10.94 | 12.19 | 19.61 |