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

SBI Contra IDCW Reinvest Direct Plan

NAV
₹90.8480
-0.61%
(16 Dec)
AUM
49,838 Cr
TER
0.76%
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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+3.3%
+3.3%
+3.3%
+2.0%
+0.7%
+0.4%
3Y
+21.4%
+21.4%
+21.4%
+20.3%
+20.1%
+20.4%
5Y
+21.8%
+21.8%
+21.8%
+24.9%
+21.4%
+20.0%
ALL
+14.5%
+14.5%
+14.5%
+16.6%
+14.0%
+18.9%
VOL
18.0%
20.6%
20.6%
15.8%
-
17.1%
TER
0.6%
0.6%
0.6%
0.8%
-
0.5%
AUM
₹5,010 Cr
₹5,010 Cr
₹5,010 Cr
₹49,838 Cr
-
₹20,596 Cr
INFO
0.81
0.70
0.70
1.05
-
1.11
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 30th Nov
Top holdings
Treps
14.5%
Cash Offset For Derivatives
10.7%
Nifty Index 30-Dec-25
10.1%
HDFC Bank Ltd
8.2%
Reliance Industries Ltd
6.2%
Punjab National Bank
2.8%
Kotak Mahindra Bank Ltd
2.7%
ITC Ltd
2.5%
Tata Steel Ltd
2.5%
Biocon Ltd
2.3%
Top industry exposure
Financial Services
22.5%
Energy
9.5%
Basic Materials
8.9%
Consumer Cyclical
8.1%
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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