SBI Contra Fund

  • Category: EQUITY
  • AAUM: 1698.59 Cr as on 31 May 2018
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 31-May-2018
Standard Deviation*: 14.70%
Beta*: 0.98
Expense Ratio*: 2.13
Source:CRISIL Fund Analyser

Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  31/05/2018
Portfolio Holdings
Stock Name (%) Of Total AUM
KOTAK MAHINDRA BANK LTD. 6.05
BHARTI AIRTEL LTD. 5.96
ELGI EQUIPMENTS LTD. 5.46
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 5.11
ICICI BANK LTD. 5.05
INTERGLOBE AVIATION LTD. 5.02
STATE BANK OF INDIA 4.77
HDFC BANK LTD. 3.97
SUN PHARMACEUTICAL INDUSTRIES LTD. 3.96
HCL TECHNOLOGIES LTD. 3.75
Sectoral Breakdown (in %)
IndustryRatio
FINANCIAL SERVICES 32.78
IT 8.86
SERVICES 8.16
INDUSTRIAL MANUFACTURING 7.93
TELECOM 7.73
CONSTRUCTION 6.91
PHARMA 6.64
AUTOMOBILE 5.09
CONSUMER GOODS 4.07
ENERGY 3.98

    Investment Objective 

    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.

    Investment Strategy 

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

Enter Date * :
Fund Manager
  • Mr. Dinesh Balachandran

    Managing this fund since May 2018.

    Total experience 17 years .

  • Riskometer
    Investment Information
    SIP -

    Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks

    Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months

    Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year

    Lumpsum - 5000
    Switch - N.A.
    SWP - Minimum Rs. 500 per month/ per quarter
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