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Value Research Rating
As on 25-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
SBI Contra Fund - Direct Plan
|
|
|
Very High
|
Please wait... |
0.78 |
|
|
|
Very High
|
Please wait... |
1.11 |
||
 |
|
Very High
|
Please wait... |
0.72 |
||
|
|
Very High
|
Please wait... |
0.70 |
||
|
|
Very High
|
Please wait... |
0.99 |
SBI Contra Fund - Direct Plan follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes their true worth is.
Mutual funds can be bought directly from the website of the fund house. For instance, SBI Contra Fund - Direct Plan fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of SBI Contra Fund - Direct Plan is ₹298.8480 as of 26-Sep-2023.
The AUM of SBI Contra Fund - Direct Plan Fund is ₹14,608 Cr as of 31-Aug-2023
The riskometer level of SBI Contra Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
3.36
|
|
|
3.05
|
|
|
2.93
|
|
|
2.19
|
|
|
2.14
|
As of 31-Aug-2023, SBI Contra Fund - Direct Plan had invested 90.7% in Equity, 6.1% in Debt and 3.21% in Cash & Cash Eq. See More
SBI Contra Fund - Direct Plan is 10 years 9 months old. It has delivered 16.22% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
28.26%
|
40.42%
|
22.13%
|
16.96%
|
19.00%
|
16.22%
|
The minimum SIP amount of SBI Contra Fund - Direct Plan is ₹500.
No, There is no lock in period in SBI Contra Fund - Direct Plan.
The expense ratio of SBI Contra Fund - Direct Plan is 0.78%.
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