SBI CONTRA FUND-REG(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
SBI CONTRA FUND-REG(G)	market linked	47.92 %	31.27 %	25.03 %
BenchMark : S&P BSE 500 - TRI	BenchMark Return	37.08	19.35	17.24
Value of Rs. 1,00,000 Invested	current value	147920	226202	305542

scheme objective	To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology,Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses.
Category	Mutual Fund > Equity > Contra Fund
Fund Type	Open Ended
Fund Manager	Dinesh Balachandran
Minimum Amount for Lumpsum Investment (Rs.)	5000
Minimum Amount for SIP Investment (Rs.)	5000
Nav Date	18/04/2024
Nav	343.45
AUM (Cr.)	26776.87
AUM Date	31/03/2024
Expense Ratio Currently	2
Expense Ratio Date Currently	31/03/2024
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	1% on or before 1Y, Nil after 1Y
Tax Treatment of Income	15% short term capital gains tax, 10% long term capital gains tax on incremental gains above 1 Lac in a given financial year.
Tax Benefit on Investment	Not Available
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.