SBI Contra Fund Regular Growth
Medium
Risk
Equity
Contra Fund
+
29.90
%
29.90
%
3Y annualised
+
0.15
%
0.15
%
1D
1M
6M
1Y
3Y
All
Fund size
25325
NAV:
Mar 7, 2024
340.164
Sector
Tech
Type
Equity
Launched
May 2005
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
State Bank of India
3.03
%
GAIL (India) Ltd
2.96
%
HDFC Bank Ltd
2.91
%
Cognizant Technology Solutions Corp Class A
2.56
%
ICICI Bank Ltd
2.19
%
Axis Bank Ltd
2.08
%
Whirlpool of India Ltd
2.01
%
91 DTB 02052024
1.95
%
Petronet LNG Ltd
1.89
%
Tata Steel Ltd
1.85
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Contra Fund Regular Growth
More details
Investment objective
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
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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