SBI Contra Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation13.1%
Sharpe Ratio-0.20
Beta0.82
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic97.05367%
International2.94633%
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities14.64%
HDFC Bank LtdFinancial Services8.65%
Reliance Industries LtdEnergy & Infra6.16%
ITC LtdConsumers3.56%
Kotak Mahindra Bank LtdFinancial Services2.92%
GAIL (India) LtdUtilities2.17%
Punjab National BankFinancial Services1.96%
Tata Steel LtdCapital Goods1.88%
Torrent Power LtdUtilities1.86%
Dabur India LtdConsumers1.81%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.49%
Regulatory & Tax Information
INF200K01354
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)