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SBI Contra Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
121.874 0.62 (0.51%)

NAV as on 19 Apr, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : SBI Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 19 Apr, 2018)

Period Returns (%) Rank #
1 mth 5.2 129
3 mth -5.6 154
6 mth 6.1 45
1 year 18.0 54
2 year 19.2 106
3 year 10.1 113
5 year 16.5 100

# Moneycontrol Rank within 219 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.6 5.2 2.2 12.9 40.8
2016 -2.3 7.8 6.2 -10.1 2.4
2015 5.2 -4.6 -2.0 0.1 0.1
2014 7.3 16.7 7.5 9.6 48.3
2013 -5.6 -3.0 -7.0 11.0 -3.3

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 5.2 -5.6 6.1 18.0 19.2 10.1 16.5
Category avg 2.7 -3.9 2.9 12.4 17.5 9.0 11.7
Difference of Fund returns and Category returns 2.5 -1.7 3.2 5.6 1.7 1.1 4.8
Best of category 9.2 1.8 17.9 37.6 47.1 24.2 29.5
Worst of category -11.0 -18.1 -13.1 -16.2 5.0 0.1 7.6
Benchmark returns # 5.0 -3.3 4.1 16.2 17.0 8.6 13.5
Difference of Fund returns and Benchmark returns 0.2 -2.3 2.0 1.8 2.2 1.5 3.0
SBI Contra Fund - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 100
Asset Size (Rs cr) 50.77 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager R. Srinivasan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office 191 Maker Towers E, Cuffe Parade, Mumbai, 400005
Tel. No. 91 22 22180221/ 27
Fax No. 91 22 22189663
Email partnerforlife@sbimf.com
Website http://www.sbimf.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Motilal Oswal Multicap 35 - D (G) Rank 3
4,781.51 -1.3 4.2 17.5 17.7 --
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -4.3 3.4 8.8 7.3 21.6
HDFC Equity Fund (G) Rank 3
15,669.21 -8.0 5.3 13.4 8.9 17.3
Motilal Oswal Multicap 35 - (G) Rank 2
7,108.39 -1.5 3.7 16.4 16.7 --
Franklin India Prima Plus (G) Rank 4
9,650.87 -5.0 3.1 12.3 9.2 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Bharti Airtel Telecom 3.26 6.42
Interglobe Avi Services 2.72 5.36
ICICI Bank Banking/Finance 2.52 4.96
Elgi Equipments Engineering 2.51 4.95
Kotak Mahindra Banking/Finance 2.43 4.79
SBI Banking/Finance 2.27 4.47
Sun Pharma Pharmaceuticals 2.09 4.12
HCL Tech Technology 2.05 4.03
REC Banking/Finance 1.88 3.70
HDFC Bank Banking/Finance 1.79 3.53

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 27.95 0.00 0.00
Engineering 12.83 0.00 0.00
Telecom 8.62 0.00 0.00
Services 7.76 0.00 0.00
Pharmaceuticals 6.78 0.00 0.00
Automotive 4.05 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 88.61
Others 7.75
Debt 0.00
Mutual Funds N.A
Money Market 4.21
Cash / Call -0.57

View All

Concentration

Holdings (%)
Top 5 26.48
Top 10 46.33
Sector (%)
Top 3 49.40

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