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SBI Contra Fund (G)

PLAN: Regular OPTIONS: Growth
92.828 0.47 (0.51%)

NAV as on 05 Mar, 2015

CRISIL MF RANK

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

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 05 Mar, 2015)

Period Returns (%) Rank #
1 mth 4.8 97
3 mth 7.8 107
6 mth 16.5 77
1 year 58.2 85
2 year 26.2 126
3 year 22.6 56
5 year 11.1 63

# Moneycontrol Rank within 234 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.2 16.5 7.3 9.5 -
2013 -4.2 -3.2 -7.1 10.8 -2.3
2012 17.5 -2.9 7.1 6.4 33.4
2011 -9.6 -2.6 -12.3 -8.5 -28.8
2010 -0.8 0.4 10.8 -4.0 8.6

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 4.8 7.8 16.5 58.2 26.2 22.6 11.1
Category avg 4.4 6.4 12.4 43.2 22.3 16.1 9.1
Difference of Fund returns and Category returns 0.4 1.4 4.1 15.0 3.9 6.5 2.0
Best of category 10.9 14.5 34.5 92.9 52.5 39.3 25.4
Worst of category -6.0 -5.0 -10.9 15.9 11.3 5.1 -7.1
Benchmark returns # 3.0 5.1 10.7 43.8 24.9 19.5 11.4
Difference of Fund returns and Benchmark returns 1.8 2.7 5.8 14.4 1.3 3.1 -0.3
SBI Contra Fund (G) Review by Crisil - Rating: 2 (Rank 4 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 Jul 31, 1999
Benchmark S&P BSE 100
Asset Size (Rs cr) 2,125.58 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend Rs.2.10 (Nov-09-2004) 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 (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,862.94 2.3 7.3 57.1 -- --
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 5.9 18.1 65.8 30.3 21.2
HDFC Equity Fund (G) Rank 4
15,432.08 2.1 6.9 56.0 23.8 15.9
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 6.1 18.5 67.1 -- --
Reliance Equity Oppor - IP (G) Not Ranked
8.40 6.0 18.2 66.1 30.5 -7.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 171.08 7.68
Infosys Technology 117.85 5.28
SBI Banking/Finance 114.70 5.14
ICICI Bank Banking/Finance 111.96 5.02
Tata Motors Automotive 105.37 4.72
Axis Bank Banking/Finance 84.77 3.80
ITC Tobacco 77.41 3.47
BPCL Oil & Gas 74.63 3.35
Bosch Automotive 71.49 3.20
P and G Cons NonDurable 68.65 3.08

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.35 30.35 22.38
Automotive 14.97 14.97 5.64
Technology 14.10 15.28 11.74
Pharmaceuticals 9.91 12.01 8.05
Oil & Gas 6.45 10.14 5.84
Engineering 5.87 8.86 5.87

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 98.38
Others 0.38
Debt 0.00
Mutual Funds N.A
Money Market 2.28
Cash / Call -1.04

View All

Concentration

Holdings (%)
Top 5 27.84
Top 10 44.74
Sector (%)
Top 3 59.42

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