The head of equity investments at SBI Mutual Fund discusses the SBI Contra Fund's performance, explaining that investing is a marathon, not a sprint. He details the fund's strategy over the past two years, which involved playing defense by increasing cash allocation, using index futures for generic market exposure, and shifting towards defensive sectors due to a perceived lack of attractive opportunities in the market.
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SBI Contra Fund Explained: Short-Term Pain, Long-Term Strategy | Dinesh Balachandran
Value ResearchJun 3, 2026
The head of equity investments at SBI Mutual Fund discusses the SBI Contra Fund's performance, explaining that investing is a marathon, not a sprint. He details the fund's strategy over the past two years, which involved playing defense by increasing cash allocation, using index futures for generic market exposure, and shifting towards defensive sectors due to a perceived lack of attractive opportunities in the market.
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