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
₹86.4755
-1.08%
(26 Sep)
AUM
46,654 Cr
TER
0.66%
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
-5.2%
-5.2%
-5.2%
-6.2%
-6.8%
-6.8%
3Y
+23.4%
+23.4%
+23.4%
+21.6%
+21.6%
+21.6%
5Y
+25.4%
+25.4%
+25.4%
+23.8%
+30.6%
+30.6%
ALL
+14.3%
+14.3%
+14.3%
+12.7%
+16.4%
+16.4%
VOL
18.1%
20.7%
20.7%
-
15.9%
15.9%
TER
0.6%
0.6%
0.6%
-
0.7%
0.7%
AUM
₹4,493 Cr
₹4,493 Cr
₹4,493 Cr
-
₹46,654 Cr
₹46,654 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 Aug
Top holdings
Treps
17.4%
HDFC Bank Ltd
8.3%
Reliance Industries Ltd
5.7%
ITC Ltd
2.7%
Kotak Mahindra Bank Ltd
2.7%
Punjab National Bank
2.2%
Biocon Ltd
2.2%
GAIL (India) Ltd
1.9%
Tata Steel Ltd
1.9%
Dabur India Ltd
1.9%
Top industry exposure
Financial Services
21.6%
Basic Materials
9.5%
Energy
9.0%
Healthcare
7.6%
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

FAQs