Mutual Fund- 

SBI cONTRA fund

By Rajendra

Sep 28, 2022

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

SBI Contra Fund

Category 

Contra

Inception

Jul 5, 1999

Benchmark

BSE 500

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AUM  - 5,828 Cr

Fund Manager

Dinesh Balchandran

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

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

Top 5 Holding

ICICI Bank

HDFC Bank

Tube Investment

HCL Tech

SBI

4.02

3.68

2.95

2.69

2.37

Total  -15.71

Financial Services

Sovereign

Automobile

Thick Brush Stroke

Top 5 Sector -47.51%

20.20

8.54

7.17

5.87

5.73

Helathcare

IT

Thick Brush Stroke

Scheme Performance

Exit Load

1 Year- .1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

18.54%

31.16%

14.89%

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

31.96%

25.01%

SBI Contra Fund

Small Cap

18.58%

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 years - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,863

52,606

1,07,749

Returns

18.58%

36.53%

23.66%

Monthly SIP of 1,000