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
₹85.9015
-1.70%
(20 Dec)
AUM
41,907 Cr
TER
0.57%
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
+31.7%
+29.1%
+29.1%
+24.6%
+24.6%
+24.6%
3Y
+23.3%
+24.7%
+24.7%
+25.7%
+25.7%
+25.7%
5Y
+22.6%
+23.2%
+23.2%
+30.5%
+30.5%
+30.5%
ALL
+14.3%
+15.1%
+15.1%
+17.5%
+17.5%
+17.5%
VOL
-
18.3%
21.1%
16.2%
16.2%
16.2%
TER
-
0.6%
0.6%
0.6%
0.6%
0.6%
AUM
-
₹3,935 Cr
₹3,935 Cr
₹41,907 Cr
₹41,907 Cr
₹41,907 Cr
INFO
-
0.82
0.71
1.08
1.08
1.08
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 Oct
Top holdings
Treps
12.2%
HDFC Bank Ltd
5.5%
Reliance Industries Ltd
3.1%
Tech Mahindra Ltd
2.3%
Kotak Mahindra Bank Ltd
2.2%
State Bank of India
2.1%
GAIL (India) Ltd
2.0%
ITC Ltd
2.0%
Whirlpool of India Ltd
2.0%
Tata Steel Ltd
1.9%
Top industry exposure
Financial Services
20.1%
Basic Materials
9.6%
Technology
9.1%
Healthcare
7.1%
Consumer Cyclical
7.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
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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