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

SBI Contra IDCW Payout Direct Plan

NAV
₹82.4509
+0.58%
(2 Apr)
AUM
39,590 Cr
TER
0.76%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+8.6%
+6.4%
+6.4%
+6.0%
+6.0%
+6.0%
3Y
+18.3%
+19.4%
+19.4%
+22.1%
+22.1%
+22.1%
5Y
+30.1%
+31.5%
+31.5%
+38.4%
+38.4%
+38.4%
ALL
+13.3%
+14.1%
+14.1%
+16.7%
+16.7%
+16.7%
VOL
-
18.3%
21.0%
16.1%
16.1%
16.1%
TER
-
0.6%
0.6%
0.8%
0.8%
0.8%
AUM
-
₹3,603 Cr
₹3,603 Cr
₹39,590 Cr
₹39,590 Cr
₹39,590 Cr
INFO
-
0.77
0.67
1.04
1.04
1.04
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 28th Feb
Top holdings
Treps
16.6%
HDFC Bank Ltd
7.8%
Reliance Industries Ltd
3.7%
Kotak Mahindra Bank Ltd
3.1%
Tech Mahindra Ltd
2.2%
GAIL (India) Ltd
2.0%
Cognizant Technology Solutions Corp Class A
2.0%
Torrent Power Ltd
2.0%
Tata Steel Ltd
1.8%
State Bank of India
1.8%
Top industry exposure
Financial Services
22.6%
Technology
8.8%
Basic Materials
7.1%
Healthcare
7.1%
Energy
6.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
16%
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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