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

SBI Contra IDCW Reinvest Direct Plan

NAV
₹88.0430
+0.07%
(21 Aug)
AUM
46,947 Cr
TER
0.65%
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
+1.5%
+1.3%
+1.3%
+1.3%
-2.1%
-2.1%
3Y
+21.5%
+23.0%
+23.0%
+23.0%
+22.0%
+22.0%
5Y
+23.6%
+25.3%
+25.3%
+25.3%
+30.5%
+30.5%
ALL
+12.9%
+14.6%
+14.6%
+14.6%
+16.7%
+16.7%
VOL
-
18.1%
20.8%
20.8%
16.0%
16.0%
TER
-
0.6%
0.6%
0.6%
0.7%
0.7%
AUM
-
₹4,472 Cr
₹4,472 Cr
₹4,472 Cr
₹46,947 Cr
₹46,947 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 Jul
Top holdings
Treps
14.5%
HDFC Bank Ltd
8.7%
Reliance Industries Ltd
5.8%
ITC Ltd
3.4%
Kotak Mahindra Bank Ltd
2.7%
Biocon Ltd
2.4%
Punjab National Bank
2.3%
GAIL (India) Ltd
2.0%
Tata Steel Ltd
2.0%
Dabur India Ltd
1.9%
Top industry exposure
Financial Services
22.7%
Basic Materials
9.5%
Energy
9.3%
Healthcare
7.7%
Technology
6.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
16%
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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