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
₹90.0671
-0.41%
(24 Oct)
AUM
47,205 Cr
TER
0.75%
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
+5.6%
+5.6%
+5.6%
+4.1%
+2.7%
+2.7%
3Y
+23.8%
+23.8%
+23.8%
+22.1%
+22.0%
+22.0%
5Y
+24.8%
+24.8%
+24.8%
+23.2%
+30.3%
+30.3%
ALL
+14.6%
+14.6%
+14.6%
+13.4%
+16.7%
+16.7%
VOL
18.1%
20.7%
20.7%
-
15.9%
15.9%
TER
0.6%
0.6%
0.6%
-
0.8%
0.8%
AUM
₹4,716 Cr
₹4,716 Cr
₹4,716 Cr
-
₹47,205 Cr
₹47,205 Cr
INFO
0.81
0.71
0.71
-
1.05
1.05
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 30th Sep
Top holdings
Treps
14.9%
HDFC Bank Ltd
8.1%
Reliance Industries Ltd
5.7%
Kotak Mahindra Bank Ltd
2.7%
Tata Steel Ltd
2.6%
ITC Ltd
2.6%
Punjab National Bank
2.4%
Biocon Ltd
2.1%
6.9% Govt Stock 2065
2.0%
Dabur India Ltd
2.0%
Top industry exposure
Financial Services
22.0%
Basic Materials
10.2%
Energy
9.1%
Consumer Cyclical
8.2%
Healthcare
7.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
13%
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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