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27th January 2017, 06:11 PM
Super Moderator
 
Join Date: Mar 2013
Re: SBI Umbrella Contra Growth

The SBI Contra Fund-Growth scheme aims to invest in undervalued scrips, which are out of flavour but have the potential to show attractive growth in long-term.

SBI Contra Fund-Growth

Growth: R 89.5742
Dividend: R 19.2816
NAV of Other Plans

Category: Equity: Multi Cap

Assets: R 1,598 crore (As on Dec 31, 2016)

Expense: 2.13% (As on Nov 30, 2016)

Performance-

YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 2.72 0.01 -7.84 10.16 16.20 14.35 8.85
S&P BSE 100 3.17 2.79 -3.79 12.74 11.79 12.37 7.69
Category 3.90 2.79 -4.58 14.15 19.10 16.89 10.87
Rank within Category 131 144 139 115 98 49 33
Number of funds in category 144 144 144 143 128 62 41

Basic Details

Fund House: SBI Mutual Fund
Launch Date: Jul 14, 1999
Benchmark: S&P BSE 100
Riskometer: Moderately High
Risk Grade: Average
Return Grade: Below Average
Turnover: 99%
Type: Open-ended

Investment Details

Return since Launch: 19.49%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 1,000
Minimum SIP Investment (R) 500
Minimum No of Cheques 12
Minimum Withdrawal (R) 1,000
Minimum Balance (R) 2,000
Exit Load (%) 1% for redemption within 365 days

Customer service: 1800 425 3800


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