Comprehensive analysis of SBI Contra Fund - Direct (G) (16390) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
SBI Funds Management Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Balanced Mix
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Market exposure level
Fund management costs
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 13.15% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 14.49% |
| TREPS | Debt Others | 12.45% |
| HDFC Bank Ltd | Banks | 8.69% |
| HDFC Bank Ltd | Banks | 8.54% |
| Reliance Industries Ltd | Refineries | 6.24% |
| Reliance Industries Ltd | Refineries | 5.84% |
| ITC Ltd | Tobacco Products | 3.41% |
| ITC Ltd | Tobacco Products | 3.40% |
| Kotak Mahindra Bank Ltd | Banks | 2.92% |
| Kotak Mahindra Bank Ltd | Banks | 2.70% |
Compare against Contra Fund category average
This comparison shows how the fund performs relative to the Contra Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Contra Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Contra Fund (G) | ₹389.30 | 3.24% | 2.72% | 26.32% |
| Kotak Contra Fund - Direct (G) | ₹178.06 | 3.79% | 3.93% | 28.05% |
| Invesco India Contra Fund - Direct (G) | ₹160.10 | 2.35% | 9.93% | 27.02% |
| Kotak Contra Fund (G) | ₹151.07 | 3.13% | 2.58% | 26.34% |
| Invesco India Contra Fund (G) | ₹136.67 | 1.79% | 8.72% | 25.58% |
| SBI Contra Fund - Direct (IDCW) | ₹89.69 | 3.68% | 3.66% | 27.48% |
| Invesco India Contra Fund - Direct (IDCW) | ₹74.62 | 2.32% | 9.91% | 27.02% |
| SBI Contra Fund (IDCW) | ₹67.51 | 3.24% | 2.72% | 26.32% |
| Kotak Contra Fund - Direct (IDCW) | ₹63.36 | 3.79% | 3.93% | 28.05% |
| Invesco India Contra Fund (IDCW) | ₹55.79 | 1.78% | 8.72% | 25.58% |
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