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SBI Contra Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
89.317 0.3 (0.34%)

NAV as on 06 Jul, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : SBI Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 06 Jul, 2015)

Period Returns (%) Rank #
1 mth 5.7 120
3 mth -3.8 202
6 mth 4.6 134
1 year 19.4 81
2 year 27.8 114
3 year - -
5 year - -

# Moneycontrol Rank within 247 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 5.2 -4.6 - - -
2014 7.3 16.7 7.5 9.6 -
2013 -5.6 -3.0 -7.0 11.0 -3.3

View where it stands within its peers

* Returns over 1 year are Annualised

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 5.7 -3.8 4.6 19.4 27.8 -- --
Category avg 5.3 -0.6 5.5 13.7 22.0 14.3 7.8
Difference of Fund returns and Category returns 0.4 -3.2 -0.9 5.7 5.8 -- --
Best of category 9.3 4.2 19.6 49.3 51.3 39.5 22.8
Worst of category 1.0 -6.1 -14.8 -26.6 5.1 5.8 -0.8
Benchmark returns # 6.1 -2.0 5.2 9.0 22.0 17.7 9.8
Difference of Fund returns and Benchmark returns -0.4 -1.8 -0.6 10.4 5.8 -- --
# 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) 23.32 (Mar-31-2015)
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 (%)
Reliance Equity Oppor -Direct (G) Not Ranked
731.91 -1.9 3.3 20.0 -- --
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -2.1 3.0 19.2 25.6 17.5
HDFC Equity Fund - Direct (G) Not Ranked
2,361.64 -0.5 3.7 10.1 -- --
Reliance Equity Oppor - IP (G) Not Ranked
9.07 -2.0 3.1 19.4 25.8 --
HDFC Equity Fund (G) Rank 4
16,359.53 -0.7 3.3 9.3 22.4 13.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 147.15 7.34
Maruti Suzuki Automotive 87.07 4.34
SBI Banking/Finance 86.23 4.30
Tata Motors Automotive 81.71 4.07
Infosys Technology 74.83 3.73
P and G Cons NonDurable 70.03 3.49
Coal India Metals & Mining 70.04 3.49
Kotak Mahindra Banking/Finance 65.81 3.28
Axis Bank Banking/Finance 64.38 3.21
ITC Tobacco 62.08 3.09

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.51 30.98 22.38
Automotive 15.37 16.01 5.64
Technology 12.63 15.28 12.28
Pharmaceuticals 12.25 12.25 9.87
Miscellaneous 4.48 4.48 1.96
Engineering 4.24 8.86 4.24

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 98.52
Others 0.38
Debt 0.00
Mutual Funds N.A
Money Market 1.88
Cash / Call -0.78

View All

Concentration

Holdings (%)
Top 5 23.78
Top 10 40.34
Sector (%)
Top 3 58.51

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