SBI Contra Fund

  • Category: EQUITY
  • AAUM: 1813.85 Cr as on 28 Oct 2016
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 28-Oct-2016
Standard Deviation*: 14.07%
Beta*: 0.91
Expense Ratio*: 2.11
Portfolio Turnover*: 0.82
Source:CRISIL Fund Analyser

*Portfolio Turnover = lower of total sale or total purchase for the last 12 months upon Avg. AUM of trailing twelve months. Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  28/10/2016
Portfolio Holdings
Stock Name (%) Of Total AUM
PROCTER & GAMBLE HYGIENE AND HEALTH CARE LTD. 5.81
STATE BANK OF INDIA 5.54
KOTAK MAHINDRA BANK LTD. 5.37
DIVI'S LABORATORIES LTD. 5.15
INFOSYS LTD. 4.94
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. 4.57
COAL INDIA LTD. 4.22
ELGI EQUIPMENTS LTD. 3.58
RBL BANK LTD. 3.51
BAJAJ FINANCE LTD. 3.49
Sectoral Breakdown (in %)
IndustryRatio
FINANCIAL SERVICES 36.67
PHARMA 10.17
SERVICES 10.06
CONSUMER GOODS 8.06
IT 7.00
INDUSTRIAL MANUFACTURING 5.59
CONSTRUCTION 5.15
AUTOMOBILE 4.37
METALS 4.22
ENERGY 3.32
  • Contra investing involves selecting businesses which may be currently ‘out of favour’ but have the potential to deliver capital appreciation in the long term. A contrarian investment approach leads to investing in companies which are fundamentally good but whose share prices are not reflecting their true potential.
  • SBI Contra fund provide investors an opportunity to invest in an actively managed portfolio of contrarian stocks, and potentially benefit from such opportunities.
  • Such investment themes require a longer time to realise their potential & hence are ideal for investors who have a medium to long term investment horizon.
Fund Manager
  • Mr. R Srinivasan

    Managing this fund since Jun 2011.

    Total experience 22 years .

  • Investment Objective
    • To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy

      Long Term

    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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