SBI CONTRA FUND
Contra Fund
Launch Date: 6 May 2005
Suitable for
Investment Period
7+ year investments
High risk investors
Comfortable with significant ups and downs in investment values.
SBI CONTRA FUND
Contra Fund
Fund Health
Returns 📈
Typically 17-21% if held 7+ years
Risk ⚠️
Risk of less than FD returns -
Very High
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Poor
Peer Performance
| Fund | Rolling 7Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Sbi Contra Fund | 18% | 17% | 21% | Poor |
Kotak Contra Fund | 18% | 19% | 8% | Average |
Invesco India Contra Fund | 17% | 17% | 6% | Strong |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Contra Fund Category Average | 18% | 18% | 9% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Bad
Much lower than other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Bad
Consistently underperforms - often underperforms compared to peers
Overall Performance
Overall
Bad
Poor overall performance across all metrics
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Details
AUM
₹13275 Cr
Expense Ratio
0.75%
Exit Load
N/A
Minimum Amount
₹2000.00
Fund Manager
N/A
Fund House
SBI Funds Management Limited
Launch Date
6 May 2005
Age
20 years
Category
Contra Fund
Benchmark
Nifty 500 TRI
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