- Mutual Funds
- SBI Mutual Fund
- SBI Contra Fund (Growth)
Formerly SBI Magnum Sector Umbrella Contra Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 354.3414
NAV (May 17)
Fund Returns
Last 1Y | 47.9% |
Last 3Y | 30.2% |
Last 5Y | 27.7% |
Last 10Y | 18.3% |
Since Inception | 17.5% |
6 Month CAGR | 23.6% |
Scheme Information
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
Expense Ratio | 1.58 |
Launched (19y ago) | May 06, 2005 |
AUM in Crores | 29585.649 |
ISIN | INF200K01362 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.3 |
Standard Deviation (5yr) | 19.6 |
Beta (3yr) | 0.84 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 1.893 |
Sharpe Ratio (5yr) | 1.024 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Contra Fund (Growth) | 15,07,714 | 7,75,102 | 27.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
treps
7.6%hdfc bank ltd
3.3%gail (india) ltd
2.9%state bank of india
2.9%reliance industries ltd
2.5%Allocation by Sector
financial services
19.7%basic materials
10.9%consumer cyclical
9.4%industrials
8.9%energy
8.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 18,691 cr | ||
₹ 14,859 cr | ||
₹ 22,471 cr | ||
₹ 54,904 cr | ||
₹ 42,664 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 6.5% | ||
21.5% | 18% | ||
16.3% | 12.2% | ||
25.8% | 16.5% | ||
28% | 13.6% |
SBI Contra Fund (G) Review
SBI Contra Fund (G) is a Contra Equity fund and has delivered an annualised return of 17.5% over a period of 19 years. The fund was previously known as SBI Magnum Sector Umbrella Contra Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Balachandran, Mohit Jain.
Nav of SBI Contra Fund (G) as of 5/17/2024 is ₹354.34 with the total AUM as of 5/19/2024 is ₹29585.649. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Contra Fund (G) was launched on May 06, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Contra Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI Contra Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
SBI Contra Fund (G) is rated as a 4 fund in Equity and delivered 47.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Contra Fund (G).
Frequently Asked Questions
What is SBI Contra Fund (G)?
How to invest in SBI Contra Fund (G)?
You can invest in SBI Contra Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Contra Fund (G)?
The minimum sip amount for SBI Contra Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Contra Fund (G) good to invest in?
As per Scripbox experts, SBI Contra Fund (G) is a Top Ranked fund. You can investSBI Contra Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Contra Fund (G)?
The expense ratio of the SBI Contra Fund (G) is 1.58% for regular plan.