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Compare Groww Value Fund vs SBI Contra Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.3 | 1.49 |
NAV | ₹26.56 | ₹377.80 |
Fund Started | 03 Sep 2015 | 09 May 2005 |
Fund Size | ₹51.42 Cr | ₹44068.57 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1% if redeemed within 1 year |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.3
1.49
NAV
₹26.56
₹377.80
Fund Started
03 Sep 2015
09 May 2005
Fund Size
₹51.42 Cr
₹44068.57 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 7.34% | 5.46% |
3 Year | 18.60% | 24.49% |
5 Year | 23.61% | 36.63% |
1 Year
7.34%
5.46%
3 Year
18.60%
24.49%
5 Year
23.61%
36.63%
Holding Analysis
Equity | 96.40% | 89.42% |
Cash | 0.99% | 4.19% |
Equity
96.40%
89.42%
Cash
0.99%
4.19%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.75% |
ICICI Bank Ltd. | 7.66% |
Bharti Airtel Ltd. | 6.09% |
State Bank of India | 5.05% |
Bajaj Holdings & Investment Ltd. | 4.79% |
SBI Life Insurance Company Ltd. | 4.75% |
Coal India Ltd. | 4.02% |
Larsen & Toubro Ltd. | 3.83% |
NTPC Ltd. | 3.27% |
Cholamandalam Financial Holdings Ltd. | 3.17% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.83% |
Nifty 50 | 8.17% |
Reliance Industries Ltd. | 6.29% |
Nifty Bank | 4.31% |
Kotak Mahindra Bank Ltd. | 3.21% |
ITC Ltd. | 2.59% |
GAIL (India) Ltd. | 2.23% |
Torrent Power Ltd. | 2.15% |
Punjab National Bank | 1.92% |
Dabur India Ltd. | 1.89% |
Fund Manager
Name | Anupam Tiwari | Dinesh Balachandran |
Start Date | 03 Oct 2023 | 01 Dec 2024 |
Name
Anupam Tiwari
Dinesh Balachandran
Start Date
03 Oct 2023
01 Dec 2024
About Fund
Description | The Scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing primarily in well-diversified portflio of value stocks. | The scheme seeks 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. |
Launch Date | 03 Sep 2015 | 09 May 2005 |
Description
The Scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing primarily in well-diversified portflio of value stocks.
The scheme seeks 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.
Launch Date
03 Sep 2015
09 May 2005