Mutual Fund- 

SBI Contra Fund

By Rajendra

Apr 23, 2023

image source -Unsplash

Scheme Analysis

Category 

Contra

Inception

Jul 5, 1999

Benchmark

BSE 500

Scribbled Arrow

AUM  - 9,009 Cr

Fund Manager

Dinesh Balchandran & Mohit Jain

Thick Brush Stroke

SBI Contra Fund

Top 5 Holding

GAIL

ICICI Bank

HDFC Bank

Tech Mahindra

Axis Bank

3.77

3.07

2.59

2.44

2.39

Total  -  14.26

Fund invests minimum of 65% in stocks of companies which follow the contrarian investment theme

Financial Service

Oil  & Gas

Information Technology

Top 5 Sector

19.15

10.29

5.70

5.41

5.21

Healthcare

Power

The fund follows a combination of top-down and bottom-up approach to stock-picking

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

38.82%

14.33%

SBI Contra Fund

Small Cap

19.31%

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

12.38%

45.59%

14.88%

SBI Contra Fund

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

12,718

54,046

1,05,691

Returns

11.16%

28.17%

22.79%

Monthly SIP of 1,000

SBI Contra Fund