SBI Contra IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Contra IDCW Payout Direct Plan

NAV
₹88.0608
-0.93%
(25 Jul)
AUM
47,390 Cr
TER
0.68%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+2.9%
+1.2%
+1.2%
+0.9%
+0.9%
+0.9%
3Y
+23.3%
+24.2%
+24.2%
+24.4%
+24.4%
+24.4%
5Y
+24.0%
+32.7%
+32.7%
+25.5%
+25.5%
+25.5%
ALL
+13.5%
+16.9%
+16.9%
+14.5%
+14.5%
+14.5%
VOL
-
16.0%
16.0%
18.2%
20.9%
20.9%
TER
-
0.7%
0.7%
0.6%
0.6%
0.6%
AUM
-
₹47,390 Cr
₹47,390 Cr
₹4,502 Cr
₹4,502 Cr
₹4,502 Cr
INFO
-
1.06
1.06
0.80
0.70
0.70
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Contra IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Treps
12.5%
HDFC Bank Ltd
8.5%
Reliance Industries Ltd
6.2%
ITC Ltd
3.4%
Kotak Mahindra Bank Ltd
2.9%
Net Receivable / Payable
2.6%
Punjab National Bank
2.3%
Biocon Ltd
2.2%
GAIL (India) Ltd
2.1%
Torrent Power Ltd
2.0%
Top industry exposure
Financial Services
23.0%
Energy
9.7%
Basic Materials
9.0%
Healthcare
7.3%
Technology
6.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
17%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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
Fund manager(s)
Dinesh Balachandran
Pradeep Kesavan

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