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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹426.3403 -0.12%
As on 09-Sep-2024
As per SEBI's Riskometer.
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
|
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0.59 |
|
|
|
Very High
|
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0.99 |
||
 |
|
Very High
|
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0.77 |
||
|
|
Very High
|
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0.55 |
||
|
|
Very High
|
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0.83 |
₹39,433 Cr
1.00 (365)
5,000
500
500
12
Investment Strategy
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes is their true worth.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other value-oriented fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
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 ₹426.3403 as of 11-Sep-2024.
The AUM of SBI Contra Fund - Direct Plan Fund is ₹39,433 Cr as of 31-Aug-2024
The riskometer level of SBI Contra Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
5.28
|
|
|
2.48
|
|
|
2.40
|
|
|
2.32
|
|
|
2.31
|
As of 31-Aug-2024, SBI Contra Fund - Direct Plan had invested 90.26% in Equity, 6.97% in Debt, 1.99% in Cash & Cash Eq. and 0.78% in Real Estate See More
SBI Contra Fund - Direct Plan is 11 years 8 months old. It has delivered 18.33% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
41.14%
|
28.57%
|
33.05%
|
20.99%
|
18.12%
|
18.33%
|
No, There is no lock in period in SBI Contra Fund - Direct Plan.
The expense ratio of SBI Contra Fund - Direct Plan is 0.59.
