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
₹67.1014
+0.57%
(1 Dec)
AUM
16,667 Cr
TER
0.74%
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
+27.1%
+27.1%
+27.0%
+23.8%
+23.8%
+20.2%
3Y
+35.6%
+35.6%
+35.3%
+24.7%
+24.7%
+21.9%
5Y
+24.2%
+24.2%
+24.1%
+16.3%
+16.3%
+16.4%
ALL
+16.6%
+16.6%
+16.6%
+13.5%
+13.5%
+17.6%
VOL
16.3%
16.3%
16.3%
18.6%
21.6%
-
TER
0.7%
0.7%
0.7%
0.7%
0.7%
-
AUM
₹16,667 Cr
₹16,667 Cr
₹16,667 Cr
₹1,843 Cr
₹1,843 Cr
-
INFO
1.02
1.02
1.01
0.73
0.63
-
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
13.3%
ICICI Bank Ltd
2.9%
Cognizant Technology Solutions Corp Class A
2.7%
GAIL (India) Ltd
2.7%
HDFC Bank Ltd
2.5%
Punjab National Bank
2.1%
Oil & Natural Gas Corp Ltd
2.0%
State Bank of India
1.9%
91 DTB 09112023
1.8%
91 DTB 17112023
1.8%
Top industry exposure
Financial Services
17.6%
Basic Materials
12.2%
Industrials
9.7%
Utilities
7.6%
Consumer Cyclical
7.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
27%
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

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