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
₹50.6988
+0.71%
(3 Feb)
AUM
7,205 Cr
TER
1.0%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.5%
+9.5%
+9.5%
+6.0%
+6.0%
+5.2%
3Y
+30.7%
+30.7%
+30.7%
+18.9%
+18.9%
+22.0%
5Y
+14.3%
+14.3%
+14.3%
+7.3%
+7.3%
+11.4%
ALL
+14.9%
+14.9%
+14.9%
+12.1%
+12.1%
+23.8%
VOL
16.8%
16.8%
16.8%
19.1%
22.3%
-
TER
1.0%
1.0%
1.0%
0.8%
0.8%
-
AUM
₹7,205 Cr
₹7,205 Cr
₹7,205 Cr
₹1,452 Cr
₹1,452 Cr
-
INFO
0.89
0.89
0.89
0.63
0.54
-
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
14.1%
GAIL (India) Ltd
3.4%
ICICI Bank Ltd
3.1%
HDFC Bank Ltd
3.1%
Axis Bank Ltd
3.1%
Power Grid Corp Of India Ltd
2.4%
Tech Mahindra Ltd
2.3%
Mahindra & Mahindra Financial Services Ltd
2.3%
Infosys Ltd
2.2%
Equitas Holding Ltd
2.1%
Top industry exposure
Financial Services
22.5%
Industrials
11.4%
Utilities
9.8%
Basic Materials
9.7%
Healthcare
5.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
44%
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
Mohit Jain

FAQs