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SBI Contra Fund - Direct Plan

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

This product is suitable for investors who are seeking

• Long term investmentEquity

• Investments in contrarian stocks which are currently out of favour in the market to provide maximum growth opportunities.

Fund Info

Scheme Class	Equity
Scheme Category	Contra
Expense Ratio	1.04%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 6,694
AMC AUM (in Crs.)	₹ 2,83,807
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Invesco India Contra Fund - Direct Plan	1000	1000	21.03%
Invesco India Contra Fund - Direct Plan	1000	1000	21.03%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	13
ICICI Bank Ltd	Equity	4
HDFC Bank Ltd	Equity	3
Infosys Ltd	Equity	3
Tube Investments of India Ltd Ordinary Shares	Equity	3
91 DTB 03112022	Bond - Gov't Treasury	2
State Bank of India	Equity	2
91 DTB 19012023	Bond - Gov't Treasury	2
HCL Technologies Ltd	Equity	2
Aster DM Healthcare Ltd Ordinary Shares	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	77
Cash - Repurchase Agreement	13
Bond - Gov't Treasury	9
Mutual Fund - ETF	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Financial Services	21
Cash - Repurchase Agreement	13
Industrials	11
Bond - Gov't Treasury	9
Basic Materials	8

Fund Manager

Dinesh Balachandran

4+ years of experience

Mohit Jain

4+ years of experience

SBI Mutual Fund

AUM₹2,83,807 Cr

About

With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.##SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

partnerforlife@sbimf.com

Phone

18002093333

Address

9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai, Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m