SBI CONTRA FUND-REG(G)

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

SBI CONTRA FUND-REG(G)

market linked 14.08 % 48.19 % 15.24 %

BenchMark : S&P BSE 500 - TRI

BenchMark Return -0.52 33.92 11.84

Value of Rs. 1,00,000 Invested

current value 114080 325429 203243
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.) 1000
Nav Date 23/03/2023
Nav 224.52
AUM (Cr.) 8340.65
AUM Date 28/02/2023
Expense Ratio Currently 2
Expense Ratio Date Currently 29/09/2020
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.
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