Equity | Thematic - Contra
3Y Returns
25.12%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
1.07%
Fund Size
₹5827 Cr
Inception Date
01-Jan-13
Fund Manager
Dinesh Balachandran
Exit Load
1% on or before 1Y, Nil after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
77.10%
Debt & Others
22.90%
Market Cap Allocation
Large Cap
31.62%
Mid Cap
18.58%
Small Cap
25.01%
Other Cap
24.79%
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.
Fund House Detail
AMC Name
SBI Funds Management Private Limited
Scheme Document
https://www.sbimf.com/en-us/offer-document-sid-kimAddress
191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005
Franklin India Opportunities Fund - Direct Growth
1Y
48.03%
3Y
28.36%
5Y
29.39%
Icici Prudential India Opportunities Fund Direct Plan Growth
1Y
31.71%
3Y
27.39%
5Y
28.58%
Sbi Contra Fund - Direct Plan - Growth
1Y
30.33%
3Y
25.13%
5Y
30.79%
Kotak India Eq Contra Fund - Direct Plan - Growth
1Y
35.39%
3Y
23.73%
5Y
23.95%
Invesco India Contra Fund - Direct Plan Growth
1Y
40.99%
3Y
22.06%
5Y
24.12%
Quant Momentum Fund - Direct Plan Growth - Growth
1Y
47.05%
3Y
NA
5Y
NA
Samco Active Momentum Fund -Direct Plan-Growth
1Y
29.46%
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
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