Comprehensive analysis of SBI Contra Fund - Direct (IDCW) (16435) 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 indicatorsHover or click any card to view detailed metrics
Weak 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
Historical performance consistency
Market exposure level
Fund management costs
Recent performance momentum
Outperformance vs benchmark
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 6.90% over the 3Y period.
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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% |
| HDFC Bank Ltd | Banks | 8.69% |
| Reliance Industries Ltd | Refineries | 5.84% |
| ITC Ltd | Tobacco Products | 3.40% |
| Kotak Mahindra Bank Ltd | Banks | 2.70% |
| Biocon Ltd | Pharmaceuticals | 2.39% |
| TBILL-91D | T Bills | 2.33% |
| Punjab National Bank | Banks | 2.25% |
| GAIL (India) Ltd | Gas Distribution | 1.97% |
| Tata Steel Ltd | Steel | 1.95% |
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 - Direct (G) | ₹414.41 | 11.79% | -3.95% | 21.23% |
| SBI Contra Fund (G) | ₹379.04 | 11.31% | -4.79% | 20.13% |
| Kotak Contra Fund - Direct (G) | ₹176.04 | 17.81% | -2.20% | 22.49% |
| Invesco India Contra Fund - Direct (G) | ₹157.76 | 16.05% | -0.76% | 20.91% |
| Kotak Contra Fund (G) | ₹149.03 | 17.05% | -3.46% | 20.86% |
| Invesco India Contra Fund (G) | ₹134.41 | 15.41% | -1.85% | 19.54% |
| Invesco India Contra Fund - Direct (IDCW) | ₹73.53 | 16.03% | -0.78% | 20.90% |
| SBI Contra Fund (IDCW) | ₹65.73 | 11.31% | -4.79% | 20.13% |
| Kotak Contra Fund - Direct (IDCW) | ₹62.65 | 17.81% | -2.20% | 22.49% |
| Invesco India Contra Fund (IDCW) | ₹54.86 | 15.41% | -1.84% | 19.54% |
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