SBI Contra Fund

 A contrarian approach in investing is putting money in companies which are fundamentally good but whose share prices are not reflecting the true potential.

Key Benefits

  • The contrarian strategy invests in stocks which are presently out of favour. The fund endeavors to identify such contrarian opportunities.

This product is suitable for investors who are seeking*:
  • Long term investment
  • Equity Investments in contrarian stocks which are currently out of favour in the market to provide maximum growth opportunities.
  • High risk.    (BROWN)
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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Objectives

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology,Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses.

Asset Allocation


Instrument Normal Allocation (% of Net Assets)  Risk Profile
Equities of particular sector 90%-100% High
Money market instruments 0%-10% Low


Date of Inception 14/07/1999
Minimum Application Rs. 5000/-
Entry Load NA
Exit Load For exit within 1 year from the date of allotment - 1 %. For exit after 1 year from the date of allotment - Nil.
SIP

Monthly - Minimum 1000 & in multiples of 1 thereafter for maximum six months (or) minimum 500 & in multiples of 1 thereafter for minimum one year.

Quarterly – Minimum 1500 & in multiples of 1 thereafter for minimum one year.

SWP Rs 500 per month or quarter

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Nav's

PlanNavDate
SBI Contra Fund - Regular Plan - Growth63.308023-Apr-2014
SBI Contra Fund - Regular Plan - Dividend16.819223-Apr-2014
SBI Contra Fund - Direct Plan - Growth63.785523-Apr-2014
SBI Contra Fund - Direct Plan - Dividend18.645923-Apr-2014

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