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SBI Contra Fund-Growth

Equity
Value Oriented
₹0.76% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
  • Rating
    4
  • Minimum Investment
    ₹5000
  • NAV (Net Asset Value)
    ₹N/A
  • AUM (Fund size)
    ₹47590 Cr
  • Created on
    1 May 2005
Fund Ranking
#21
/ 29 in Value Oriented
Risk Level

Very High

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Returns
Trailing Return
Rolling Return
  • 6 Month
    1.8%
  • 1 Year
    -5.3%
  • 3 Year (CAGR)
    9.1%
  • All Time (CAGR)
    18.0%
Category Return
  • 6 Month
    1.3%
  • 1 Year
    -2.2%
  • 3 Year (CAGR)
    11.4%
  • All Time (CAGR)
    15.9%
Asset Allocation
  • Equity
    94.7%
  • Debt
    2.7%
  • Real Estate
    1.0%
  • Other
    1.6%
Top 5 Holdings
Top 5 Sectors
  • Ashiana Housing
    0.55%
  • ACC
    0.39%
  • Aurobindo Pharma
    0.56%
  • Automotive Axles
    0.07%
  • Bank of India
    0.10%
Fund Information
  • Expense Ratio
    1.62%
  • Exit Load
    Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
  • Lock-In Period
    No Lock-In

Managed By

Dinesh Balachandran
May 2018 - Present
Pradeep Kesavan
Dec 2023 - Present
Risk & Return Ratio
  • Sharpe Ratio
    0.27
  • Standard Deviation
    14.40
  • Alpha
    -0.06
  • Beta
    0.90