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
₹89.8674
+0.23%
(4 Jul)
AUM
45,496 Cr
TER
0.62%
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
+4.5%
+3.3%
+3.3%
+3.3%
+3.3%
+3.3%
3Y
+26.5%
+27.8%
+27.8%
+27.8%
+27.3%
+27.3%
5Y
+28.3%
+27.2%
+27.2%
+27.2%
+34.1%
+34.1%
ALL
+17.2%
+14.8%
+14.8%
+14.8%
+17.1%
+17.1%
VOL
-
18.2%
20.9%
20.9%
16.0%
16.0%
TER
-
0.6%
0.6%
0.6%
0.6%
0.6%
AUM
-
₹4,283 Cr
₹4,283 Cr
₹4,283 Cr
₹45,496 Cr
₹45,496 Cr
INFO
-
0.81
0.71
0.71
1.07
1.07
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 May
Top holdings
Treps
14.6%
HDFC Bank Ltd
8.6%
Reliance Industries Ltd
6.2%
ITC Ltd
3.6%
Kotak Mahindra Bank Ltd
2.9%
GAIL (India) Ltd
2.2%
Punjab National Bank
2.0%
Tata Steel Ltd
1.9%
Torrent Power Ltd
1.9%
Dabur India Ltd
1.8%
Top industry exposure
Financial Services
22.8%
Energy
9.7%
Basic Materials
7.5%
Healthcare
6.7%
Consumer Cyclical
6.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
18%
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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