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Business News/Market/Market Stats/    SBI Contra Fund Regular Growth

SBI Contra Fund Regular Growth

+
  • Equity
  • Contra
  • Rating 2
  • Plan
362.39 -3.71 (-1.01%) NAV as on 10 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)41634.25
  • CAGR 9.03%
  • Exit Load1.00%
  • Expense ratio1.51%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date1999-07-05

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 11 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 6075.85
  • 14.40%
  • ITC
  • 810.93
  • 1.92%
View More

Peer Comparison

Risk & Volitility

  • Alpha 1.77%
  • Beta 1.03
  • Sharpe Ratio1.11
  • Std Deviation 12.93%
  • Tracking Error 6.84%

About Fund

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

 

The SBI Contra Fund Regular Growth has an AUM of 41634.25 crores & has delivered CAGR of 27.89% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.51%. The minimum investment in SBI Contra Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Treps, HDFC Bank, Reliance Industries & GAIL India.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Biotechnology & Drugs.

 

Some of the similar funds are SBI Contra Fund Regular Growth, Invesco India Contra Fund Growth, Kotak India EQ Contra Fund Growth. SBI Contra Fund Regular Growth has a sharpe ratio of 1.11 & a standard deviation of 12.93%.

FAQs about SBI Contra Fund Regular Growth

According to the morning star rating SBI Contra Fund Regular Growth has a Medium risk & Exceptional return.
SBI Contra Fund Regular Growth is managed by Dinesh Balachandran,Pradeep Kesavan.
The expense ratio of SBI Contra Fund Regular Growth is 1.51%.
The 5 year annualized return on SBI Contra Fund Regular Growth is 27.89% & it has generated 9.03% in the last 1 year.
The minimum investment in SBI Contra Fund Regular Growth is 5000 Rs.
SBI Contra Fund Regular Growth has an AUM of 41634.25 crores.
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