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

SBI Contra IDCW Reinvest Direct Plan

NAV
₹91.1541
-0.49%
(21 Nov)
AUM
49,218 Cr
TER
0.76%
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
In beta. Send feedback here.
Compare with other fund
1Y
+9.7%
+9.7%
+9.7%
+7.7%
+7.6%
+7.6%
3Y
+22.8%
+22.8%
+22.8%
+21.2%
+21.3%
+21.3%
5Y
+23.1%
+23.1%
+23.1%
+21.5%
+28.2%
+28.2%
ALL
+14.6%
+14.6%
+14.6%
+13.1%
+16.7%
+16.7%
VOL
18.0%
20.6%
20.6%
-
15.8%
15.8%
TER
0.6%
0.6%
0.6%
-
0.8%
0.8%
AUM
₹4,921 Cr
₹4,921 Cr
₹4,921 Cr
-
₹49,218 Cr
₹49,218 Cr
INFO
0.81
0.70
0.70
-
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 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 Oct
Top holdings
Treps
14.3%
HDFC Bank Ltd
8.1%
Reliance Industries Ltd
6.0%
Tata Steel Ltd
2.8%
Kotak Mahindra Bank Ltd
2.7%
ITC Ltd
2.6%
Punjab National Bank
2.5%
Biocon Ltd
2.2%
GAIL (India) Ltd
1.9%
Dabur India Ltd
1.9%
Top industry exposure
Financial Services
21.8%
Basic Materials
9.9%
Energy
9.4%
Consumer Cyclical
7.5%
Healthcare
7.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
13%
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

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