SBI Contra Fund
Sbi Contra Fund Growth invests in undervalued Indian companies offering good long-term potential.
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated resilient benchmark-relative behavior, outperforming in 6 out of the past 12 years, suggesting a robust investment process capable of delivering consistent earnings across market cycles.
Differentiated Construction
The fund's distinct portfolio construction, with a bias towards large-cap financials and industrials, coupled with select high-conviction exposures like Reliance Industries and Infosys, sets it apart from peers in the contra category.
Cyclical Upside Potential
With a reasonable valuation and exposure to sectors poised to benefit from the capex cycle revival and earnings momentum, the fund could participate in the next leg of the economic upcycle, though risks from policy uncertainty remain.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession triggered by elevated inflation could dampen consumer demand, mitigated by fund's mid-cap tilt.
Liquidity Risk
Volatility spikes could impair mid-cap liquidity, impacting rebalancing, partially offset by large-cap allocation.
Concentration Risk
Concentrated mid-cap exposure amplifies risks from sector shocks or idiosyncratic events, diversification limits downside.
Specific Strategy Risk
Mid-cap holdings vulnerable to earnings misses or competitive pressures, rigorous research process monitors risks.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Captures the upside of India's economic resurgence through a concentrated portfolio of fundamentally strong businesses. This contrarian approach seeks out quality companies trading at discounts to intrinsic value, capitalizing on market inefficiencies and short-term dislocations.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Pradeep Kesavan
Pradeep Kesavan has experience of 3 years. Manages 81 funds at SBI Funds Management Ltd with an AUM of approximately ₹91,975 Cr
28 years
Combined Team Experience
₹ 91,975 Cr
Assets Under Management
CW Expert Take
SBI's fund management approach reflects their banking heritage, conservative risk frameworks with long-term conviction. They leverage extensive on-ground presence for grassroots research, particularly valuable in equity investing. Their fixed income team benefits from deep government securities market access and understanding of monetary policy transmission.
Firm Overview
Investment Philosophy & Approach
Disciplined Investing
The fund house follows a disciplined investment approach focused on rigorous research.
Risk Management
Robust risk management systems ensure prudent portfolio construction and diversification.
Long-Term Perspective
The fund house maintains a long-term investment horizon for capital appreciation.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)