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SBI Contra Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
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91.384 0.33 (0.37%)

NAV as on 23 Jan, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : SBI Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 23 Jan, 2015)

Period Returns (%) Rank #
1 mth 7.7 71
3 mth 15.5 38
6 mth 22.1 53
1 year 57.4 88
2 year 22.5 108
3 year - -
5 year - -

# Moneycontrol Rank within 221 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.3 16.7 7.5 9.6 -
2013 -5.6 -3.0 -7.0 11.0 -3.3

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 7.7 15.5 22.1 57.4 22.5 -- --
Category avg 6.5 11.1 15.3 43.7 19.3 16.4 9.0
Difference of Fund returns and Category returns 1.2 4.4 6.8 13.7 3.2 -- --
Best of category 14.3 21.0 37.0 95.8 47.4 39.4 24.8
Worst of category 1.9 -2.4 -11.9 14.0 10.8 7.9 -6.9
Benchmark returns # 7.1 10.2 13.2 40.8 20.8 20.9 11.5
Difference of Fund returns and Benchmark returns 0.6 5.3 8.9 16.6 1.7 -- --
# Benchmark Index: S&P BSE 100

Investment Info

Investment 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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 100
Asset Size (Rs cr) 20.59 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager R. Srinivasan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office 191 Maker Towers E, Cuffe Parade, Mumbai, 400005
Tel. No. 91 22 22180221/ 27
Fax No. 91 22 22189663
Email partnerforlife@sbimf.com
Website http://www.sbimf.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 3
15,432.08 10.9 15.6 66.2 26.4 17.1
Reliance Equity Oppor - RP (G) Rank 3
9,250.33 13.1 23.8 67.5 31.3 21.5
Reliance Growth Fund - RP (G) Rank 3
5,225.15 13.8 22.3 67.1 25.9 13.9
ICICI Pru Dynamic Plan (G) Rank 3
5,172.88 8.2 13.3 44.6 24.9 16.1
Reliance Vision Fund - RP (G) Rank 4
3,331.52 13.2 22.9 75.8 24.4 13.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 1.29 6.27
Infosys Technology 1.20 5.84
ICICI Bank Banking/Finance 1.13 5.48
SBI Banking/Finance 1.12 5.42
Tata Motors Automotive 0.97 4.73
ITC Tobacco 0.82 3.98
Axis Bank Banking/Finance 0.70 3.40
TCS Technology 0.67 3.24
BPCL Oil & Gas 0.62 3.03
Kotak Mahindra Banking/Finance 0.62 3.03

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 29.64 29.64 19.85
Technology 14.64 16.34 11.74
Automotive 13.45 13.52 5.64
Pharmaceuticals 9.87 12.01 8.05
Engineering 5.94 8.86 5.94
Oil & Gas 5.84 10.14 5.84

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 97.04
Others 0.34
Debt 0.00
Mutual Funds N.A
Money Market 8.15
Cash / Call -5.53

View All

Concentration

Holdings (%)
Top 5 27.74
Top 10 44.42
Sector (%)
Top 3 57.73

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