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

SBI Contra IDCW Reinvest Direct Plan

NAV
₹87.2323
+0.68%
(1 Oct)
AUM
46,654 Cr
TER
0.66%
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
-3.2%
-3.3%
-3.3%
-4.6%
-4.8%
-6.1%
3Y
+23.4%
+23.2%
+23.2%
+21.2%
+21.3%
+21.2%
5Y
+24.9%
+25.1%
+25.1%
+23.2%
+23.4%
+30.2%
ALL
+14.4%
+14.4%
+14.4%
+18.9%
+12.7%
+16.4%
VOL
18.1%
20.7%
20.7%
17.2%
-
15.9%
TER
0.6%
0.6%
0.6%
0.5%
-
0.7%
AUM
₹4,493 Cr
₹4,493 Cr
₹4,493 Cr
₹18,981 Cr
-
₹46,654 Cr
INFO
0.80
0.69
0.69
1.10
-
1.03
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 Aug
Top holdings
Treps
17.4%
HDFC Bank Ltd
8.3%
Reliance Industries Ltd
5.7%
ITC Ltd
2.7%
Kotak Mahindra Bank Ltd
2.7%
Punjab National Bank
2.2%
Biocon Ltd
2.2%
GAIL (India) Ltd
1.9%
Tata Steel Ltd
1.9%
Dabur India Ltd
1.9%
Top industry exposure
Financial Services
21.6%
Basic Materials
9.5%
Energy
9.0%
Healthcare
7.6%
Consumer Cyclical
7.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
15%
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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