Overview (as on 04 Aug 2021)

NAV

₹194.306

1y returns

86.827%

Fund AUM

₹2,394 Cr

Expense Ratio

1.55%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
20.66%
Industrials
18.85%
Consumer
11.73%
Health
9.25%
Basic Materials
8.01%
Tech
7.23%
Utilities
6.01%
Real Estate
5.84%
Energy
5.61%
Communication
5.11%
Defensive
1.71%
Size Breakup
Large Cap
47.17%
Small Cap
29.49%
Mid Cap
23.34%

Key Metrics

Beta 

1.05

Std deviation 

20.91%

Sharpe Ratio 

0.51

Holdings

Fund Details

Investment Objectives
To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy
Scheme Name
SBI Contra Fund Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Dinesh Balachandran
Fund House Details
Fund House
SBI Funds Management Private Limited
Email
partnerforlife@sbimf.com
Phone
+912267425687
Address
SBI Funds Management Private Limited,9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East),

Other Related Plans

Peer Funds

SBI Contra Fund Direct Growth

NAV

₹194.306

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Dinesh Balachandran
Dinesh Balachandran

leader

Work Experience
"Dinesh joined SBI FM in 2012 as a Senior Credit Analyst. He subsequently became Head of Research and is now an equity fund manager. Dinesh started his career with Fidelity in Boston USA in 2001 where as an analyst he covered Structured Finance, and local US fixed income market over 10 years. Dinesh holds a B.Tech degree from IIT, Mumbai and M.S degree from Massachusetts Institute of Technology (MIT). He is also a Charter holder of the CFA Institute, USA."

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