SBI Contra IDCW Payout Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

SBI Contra IDCW Payout Direct Plan

NAV
₹89.6765
+0.84%
(22 Jan)
AUM
49,967 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
+10.4%
+10.4%
+10.4%
+8.6%
+6.2%
+6.2%
3Y
+21.0%
+21.0%
+21.0%
+19.9%
+19.7%
+19.7%
5Y
+19.4%
+19.4%
+19.4%
+18.2%
+22.9%
+22.9%
ALL
+14.2%
+14.2%
+14.2%
+12.3%
+16.2%
+16.2%
VOL
17.9%
20.5%
20.5%
-
15.8%
15.8%
TER
0.6%
0.6%
0.6%
-
0.7%
0.7%
AUM
₹5,136 Cr
₹5,136 Cr
₹5,136 Cr
-
₹49,967 Cr
₹49,967 Cr
INFO
0.79
0.69
0.69
-
1.03
1.03
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 31st Dec
Top holdings
Treps
12.1%
Nifty Index 27-01-2026
10.0%
Cash Offset For Derivatives
10.0%
HDFC Bank Ltd
8.0%
Reliance Industries Ltd
6.2%
Kotak Mahindra Bank Ltd
2.8%
Punjab National Bank
2.8%
Tata Steel Ltd
2.7%
ITC Ltd
2.5%
Biocon Ltd
2.3%
Top industry exposure
Financial Services
22.5%
Energy
9.5%
Basic Materials
9.2%
Technology
8.4%
Consumer Cyclical
8.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
12%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
• 0.1% for redemption between 30 to 90 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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