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SBI Contra Fund-Reg(G)

Sbi Mutual Fund

  • Equity
  • Contra
  • Very High Risk

Performance Chart

Fund Overview

Assets Under Management (AUM)
₹0.00 Cr
Expense Ratio
1.48%
Riskometer
Very High
Category
Contra
Asset Type
Equity
Benchmark
BSE SENSEX - TRI
SIP
Available
Switch
Available
Inception Date
3 May 2018
ISIN
INF200K01362
Scheme Code
036G
Fund Scheme ID
3151

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Performance & Returns

Calculate SIP Returns

Returns by period

PeriodTrailing ReturnAbsolute ReturnAnnualised ReturnCAGR
1 Month-1.49%-2.19%-17.51%-21.25%
3 Months2.31%1.86%9.15%10.01%
6 Months-0.27%-1.23%-0.53%-4.47%
1 Year-0.37%-1.02%-0.37%-0.58%
3 Years10.79%34.03%12.00%11.09%
5 Years15.01%99.04%20.26%15.02%
Since Inception18.25%9377.29%347.06%18.25%

Past performance is not indicative of future returns.

Portfolio

Portfolio breakdown is not available

This fund has no published asset or sector allocation yet.

Holdings

Overview of fund allocations across sectors and securities

Holdings are not available

This fund has no published sector, stock or debt holdings yet.

About

Fund Manager(s)

Mr. Dinesh Balachandran

Launch Date

3 May 2018

Benchmark

BSE SENSEX - TRI

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.

RISKOMETER

LOWLOW TOMODERATEMODERATEMODERATELYHIGHHIGH

The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.

Exit Load, Stamp Duty and Tax Implication

Exit load
0.25% on or before 30D, 0.10% after 30D but before 90D, Nil after 90D
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
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