The SBI Contra Fund Regular Growth, identified by the code MUTF_IN: SBI_CONT_REG_US1Q75, is a distinguished mutual fund scheme offered by SBI Mutual Fund, one of India’s leading asset management companies. This fund follows a contrarian investment strategy, aiming to capitalize on market inefficiencies by investing in undervalued stocks that are currently out of favor but have strong potential for growth.
📊 Fund Snapshot of mutf_in: sbi_cont_reg_us1q75
| Attribute | Details |
|---|---|
| Fund Name | SBI Contra Fund Regular Growth |
| Fund Code | MUTF_IN: SBI_CONT_REG_US1Q75 |
| Fund House | SBI Mutual Fund |
| Inception Date | July 5, 1999 |
| Net Asset Value (NAV) | ₹361.19 (as of Jan 29, 2025) |
| Expense Ratio | 1.94% |
| Assets Under Management (AUM) | ₹10.99 Billion INR |
| Fund Category | India Equity |
| Morningstar Rating | Not specified |
🧠 Investment Philosophy in mutf_in: sbi_cont_reg_us1q75
The SBI Contra Fund adopts a contrarian investment approach, focusing on identifying and investing in stocks that are currently undervalued or overlooked by the market. The fund managers seek opportunities where the market sentiment is negative, but the fundamentals of the companies are strong, anticipating a potential turnaround and value appreciation in the long term.
📈 mutf_in: sbi_cont_reg_us1q75 Performance Overview
As per the latest available data, the SBI Contra Fund Regular Growth has demonstrated the following performance:
- 1-Year Return: 30.94%
- 3-Year CAGR: 39.76%
- 5-Year CAGR: 23.02%
These figures indicate the fund’s robust performance, especially in the short to medium term, aligning with its contrarian strategy of capitalizing on undervalued investment opportunities.
🧾 Portfolio Composition
While specific portfolio details are not provided in the available data, contrarian funds like SBI Contra Fund typically diversify across various sectors, investing in companies that are temporarily out of favor but have strong fundamentals. This strategy aims to mitigate risk while positioning the fund for potential gains as market perceptions shift.
🧑💼 Fund Management
SBI Mutual Fund, established in 1987, is a joint venture between the State Bank of India and Amundi Asset Management. The fund house is known for its experienced fund managers who employ rigorous research and analysis to identify investment opportunities that align with the fund’s contrarian strategy.
🧾 Tax Implications
Investors should be aware of the tax implications associated with equity mutual funds in India:
- Short-Term Capital Gains (STCG): Profits from units held for less than 12 months are taxed at 15%.
- Long-Term Capital Gains (LTCG): Profits exceeding ₹1 lakh from units held for more than 12 months are taxed at 10% without indexation benefits.
It’s advisable to consult with a tax advisor for personalized guidance.
✅ Pros & Cons of mutf_in: sbi_cont_reg_us1q75
| Pros | Cons |
|---|---|
| Potential for high returns through undervalued investments | Higher risk due to contrarian strategy |
| Managed by experienced professionals | May underperform during prolonged market uptrends |
| Diversified portfolio across sectors | Requires patience and long-term investment horizon |
🔍 Who Should Invest?
The SBI Contra Fund Regular Growth is suitable for investors who:
- Have a high-risk tolerance and can withstand market volatility.
- Are seeking long-term capital appreciation.
- Believe in the contrarian investment philosophy and are patient for value realization.
📝 How to Invest?
Investors can invest in the SBI Contra Fund Regular Growth through various platforms:
- SBI Mutual Fund Website: www.sbimf.com
- YONO SBI App: Offers a seamless investment experience for SBI account holders.
- Authorized Mutual Fund Distributors: Both online and offline channels.
Also Read : Penn Foster
What is mutf_in: sbi_cont_reg_us1q75 and what type of fund is it?
mutf_in: sbi_cont_reg_us1q75 refers to the SBI Contra Fund – Regular Growth plan. It’s an equity mutual fund that follows a contrarian investment strategy, targeting undervalued and overlooked stocks.
Is mutf_in: sbi_cont_reg_us1q75 a good investment for long-term goals?
Yes, this fund is suitable for long-term investors who can handle market volatility and believe in the potential of contrarian investments to deliver strong returns over time.
How has mutf_in: sbi_cont_reg_us1q75 performed recently?
As of January 2025, the fund delivered a 1-year return of 30.94% and a 3-year CAGR of 39.76%, showing robust performance aligned with its value-based strategy.
🔚 Conclusion
The SBI Contra Fund Regular Growth stands out for its unique investment approach, aiming to generate substantial returns by identifying undervalued opportunities in the market. While it carries higher risk due to its contrarian nature, it can be a valuable addition to the portfolio of seasoned investors seeking diversification and long-term growth.
