SBI Contra IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Contra IDCW Reinvest Direct Plan

NAV
₹90.2671
-0.65%
(19 Jan)
AUM
49,967 Cr
TER
0.68%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.5%
+11.5%
+11.5%
+8.3%
+7.5%
+7.2%
3Y
+22.1%
+22.1%
+22.1%
+20.2%
+21.2%
+20.3%
5Y
+20.2%
+20.2%
+20.2%
+19.8%
+18.2%
+23.4%
ALL
+14.4%
+14.4%
+14.4%
+13.7%
+18.7%
+16.4%
VOL
17.9%
20.5%
20.5%
-
17.1%
15.8%
TER
0.6%
0.6%
0.6%
-
0.5%
0.7%
AUM
₹5,136 Cr
₹5,136 Cr
₹5,136 Cr
-
₹20,658 Cr
₹49,967 Cr
INFO
0.80
0.70
0.70
-
1.10
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 Reinvest (DR)
₹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 Dec
Top holdings
Treps
12.1%
Nifty Index 27-01-2026
10.0%
Cash Offset For Derivatives
10.0%
HDFC Bank Ltd
8.0%
Reliance Industries Ltd
6.2%
Kotak Mahindra Bank Ltd
2.8%
Punjab National Bank
2.8%
Tata Steel Ltd
2.7%
ITC Ltd
2.5%
Biocon Ltd
2.3%
Top industry exposure
Financial Services
22.5%
Energy
9.5%
Basic Materials
9.2%
Technology
8.4%
Consumer Cyclical
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
12%
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