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
₹83.9382
-2.28%
(13 Mar)
AUM
49,111 Cr
TER
0.71%
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
+11.4%
+11.4%
+11.4%
+7.3%
+6.5%
+6.5%
3Y
+20.0%
+20.0%
+20.0%
+18.3%
+18.2%
+18.2%
5Y
+16.4%
+16.4%
+16.4%
+14.7%
+19.4%
+19.4%
ALL
+13.5%
+13.5%
+13.5%
+11.5%
+15.6%
+15.6%
VOL
17.9%
20.5%
20.5%
-
15.8%
15.8%
TER
0.6%
0.6%
0.6%
-
0.7%
0.7%
AUM
₹5,225 Cr
₹5,225 Cr
₹5,225 Cr
-
₹49,111 Cr
₹49,111 Cr
INFO
0.75
0.66
0.66
-
0.99
0.99
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
10.7%
Nifty Index 30-03-2026
7.7%
Cash Offset For Derivatives
7.5%
HDFC Bank Ltd
7.3%
Reliance Industries Ltd
5.0%
Tata Steel Ltd
3.2%
Biocon Ltd
3.2%
Punjab National Bank
3.1%
Kotak Mahindra Bank Ltd
2.7%
Indus Towers Ltd Ordinary Shares
2.6%
Top industry exposure
Financial Services
23.1%
Basic Materials
10.0%
Energy
8.9%
Consumer Cyclical
8.6%
Healthcare
8.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
10%
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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