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
₹84.0223
-1.26%
(25 Apr)
AUM
42,220 Cr
TER
0.64%
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
+9.4%
+7.0%
+7.0%
+5.0%
+5.0%
+5.0%
3Y
+20.5%
+21.4%
+21.4%
+22.5%
+22.5%
+22.5%
5Y
+27.3%
+28.7%
+28.7%
+36.8%
+36.8%
+36.8%
ALL
+13.4%
+14.2%
+14.2%
+16.8%
+16.8%
+16.8%
VOL
-
18.3%
21.0%
16.1%
16.1%
16.1%
TER
-
0.6%
0.6%
0.6%
0.6%
0.6%
AUM
-
₹3,935 Cr
₹3,935 Cr
₹42,220 Cr
₹42,220 Cr
₹42,220 Cr
INFO
-
0.78
0.68
1.04
1.04
1.04
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 Mar
Top holdings
Treps
10.5%
HDFC Bank Ltd
8.8%
Reliance Industries Ltd
4.2%
Kotak Mahindra Bank Ltd
3.3%
Bank of India Ltd. - NCD & Bonds - NCD & Bonds
2.3%
GAIL (India) Ltd
2.3%
Torrent Power Ltd
2.2%
Dabur India Ltd
2.0%
Tech Mahindra Ltd
1.9%
Tata Steel Ltd
1.9%
Top industry exposure
Financial Services
23.7%
Technology
7.7%
Energy
7.3%
Healthcare
7.2%
Basic Materials
7.2%
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