Sbi Contra Fund Idcw Direct Plan

Risk: Very High
₹ 87.83
NAV (Jul 24,2024)

The SBI Contra Fund - IDCW - Direct Plan is a mutual fund scheme managed by SBI Mutual Fund. It provides investors an opportunity to invest in a diversified portfolio of equities and debt instruments. With a minimum investment requirement of ₹5000, it is suitable for both small and large investors. The fund was established on January 1, 2013, and has an expense ratio of 0.67%. The fund has a PE ratio of 35.0029 and a PB ratio of 4.8214, indicating its potential for growth.

Sbi Contra Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Sbi Contra Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    35.56
  • P/B Ratio
    UM_URBAN_MONEY

    5.07
  • Alpha
    UM_URBAN_MONEY

    0.04
  • Beta
    UM_URBAN_MONEY

    0.95
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.63%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 30520.41 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,028.78 (10.29%)₹ 12,124.36 (21.24%)₹ 14,645.46 (46.45%)₹ 21,818.5 (118.19%)₹ 39,469.77 (294.70%)
₹ 30,000₹ 33,086.34 (10.29%)₹ 36,373.08 (21.24%)₹ 43,936.38 (46.45%)₹ 65,455.5 (118.19%)₹ 1,18,409.31 (294.70%)
₹ 50,000₹ 55,143.9 (10.29%)₹ 60,621.8 (21.24%)₹ 73,227.3 (46.45%)₹ 1,09,092.5 (118.19%)₹ 1,97,348.85 (294.70%)
₹ 80,000₹ 88,230.24 (10.29%)₹ 96,994.88 (21.24%)₹ 1,17,163.68 (46.45%)₹ 1,74,548 (118.19%)₹ 3,15,758.16 (294.70%)
₹ 1,00,000₹ 1,10,287.8 (10.29%)₹ 1,21,243.6 (21.24%)₹ 1,46,454.6 (46.45%)₹ 2,18,185 (118.19%)₹ 3,94,697.7 (294.70%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TREPS10.65%
  • Reverse Repo4.91%
  • DAY T BILL4.22%
  • HDFC Bank Ltd3.19%
  • State Bank of India2.79%
  • GAIL India Ltd2.76%
  • Reliance Industries Ltd2.41%
  • Oil & Natural Gas Corporation Ltd2.07%
  • Whirlpool of India Ltd1.98%
  • ICICI Bank Ltd1.94%
  • Torrent Power Ltd1.89%
  • Axis Bank Ltd1.87%
  • Tata Steel Ltd1.83%
  • Cognizant Technology Solutions Corporation1.79%
  • Petronet LNG Ltd1.70%
  • Biocon Ltd1.70%
  • Mahindra & Mahindra Ltd1.51%
  • Cipla Ltd1.35%
  • Tech Mahindra Ltd1.31%
  • ICICI Prudential Life Insurance Company Ltd1.31%
  • ITC Ltd1.28%
  • Kotak Mahindra Bank Ltd1.28%
  • ACC Ltd1.20%
  • FSN E Commerce Ventures Ltd1.17%
  • Cummins India Ltd1.15%
  • Power Grid Corporation of India Ltd1.14%
  • Hindalco Industries Ltd1.13%
  • CESC Ltd1.05%
  • Life Insurance Corporation of India1.03%
  • National Aluminium Company Ltd0.99%
  • Aster DM Healthcare Ltd0.98%
  • Tata Motors Ltd0.97%
  • The Federal Bank Ltd0.97%
  • G R Infra projects Ltd0.95%
  • Equitas Small Finance Bank Ltd0.91%
  • Delhivery Ltd0.90%
  • Indian Oil Corporation Ltd0.88%
  • Epam Systems Inc0.85%
  • NHPC Ltd0.83%
  • NMDC Ltd0.81%
  • HDFC Asset Management Co Ltd0.80%
  • Grasim Industries Ltd0.80%
  • Bharti Hexacom Ltd0.79%
  • Maruti Suzuki India Ltd0.79%
  • Embassy Office Parks Reit0.77%
  • Bank of India0.77%
  • Info Edge India Ltd0.77%
  • Ashok Leyland Ltd0.77%
  • Infosys Ltd0.76%
  • Coromandel International Ltd0.76%
  • Hero MotoCorp Ltd0.75%
  • Mankind Pharma Ltd0.74%
  • Voltas Ltd0.73%
  • United Spirits Ltd0.72%
  • Alkem Laboratories Ltd0.71%
  • Mahindra & Mahindra Financial Services Ltd0.71%
  • Bharti Airtel Ltd0.70%
  • Tata Motors Ltd DVR0.69%
  • Ashiana Housing Ltd0.69%
  • JSW Infrastructure Ltd0.68%
  • Grindwell Norton Ltd0.67%
  • Bharat Petroleum Corporation Ltd0.60%
  • Disa India Ltd0.58%
  • WENDT India Ltd0.57%
  • Indian Energy Exchange Ltd0.56%
  • Nuvoco Vistas Corporation Ltd0.54%
  • Steel Authority of India Ltd0.54%
  • Lupin Ltd0.52%
  • The Ramco Cements Ltd0.51%
  • Punjab National Bank0.51%
  • Rallis India Ltd0.50%
  • Gland Pharma Ltd0.49%
  • K P R Mill Ltd0.48%
  • Timken India Ltd0.47%
  • Carborundum Universal Ltd0.47%
  • Sanofi India Ltd0.46%
  • Bosch Ltd0.45%
  • Prism Johnson Ltd0.42%
  • Coforge Ltd0.40%
  • Neogen Chemicals Ltd0.39%
  • Sula Vineyards Ltd0.35%
  • V Guard Industries Ltd0.33%
  • Ingersoll Rand India Ltd0.33%
  • Gateway Distriparks Ltd0.32%
  • Max Financial Services Ltd0.26%
  • Aurobindo Pharma Ltd0.20%
  • Greenply Industries Ltd0.17%
  • Tube Investments of India Ltd0.17%
  • Motherson Sumi Wiring India Ltd0.16%
  • Automotive Axles Ltd0.13%
  • Prataap Snacks Ltd0.08%
  • Dabur India Ltd0.08%
  • Finolex Industries Ltd0.07%
  • Tata Technologies Ltd0.06%
  • NMDC Steel Ltd0.05%
  • Margin amount for Derivative positions0.03%
  • Net Receivable Payable-1.44%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Kotak India EQ Contra Fund - GrowthKotak India EQ Contra Fund - Growth

EQUITY

Very High

24.43%

Invesco India Contra Fund - GrowthInvesco India Contra Fund - Growth

EQUITY

Very High

20.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak India EQ Contra Fund - GrowthKotak India EQ Contra Fund - Growth

EQUITY

Very High

50.48%

Invesco India Contra Fund - GrowthInvesco India Contra Fund - Growth

EQUITY

Very High

35.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak India EQ Contra Fund - GrowthKotak India EQ Contra Fund - Growth

EQUITY

Very High

24.31%

Invesco India Contra Fund - GrowthInvesco India Contra Fund - Growth

EQUITY

Very High

19.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak India EQ Contra Fund - GrowthKotak India EQ Contra Fund - Growth

EQUITY

Very High

23.84%

Invesco India Contra Fund - GrowthInvesco India Contra Fund - Growth

EQUITY

Very High

18.72%

Show all Funds

Fund Managers

DB

Mr. Dinesh BalachandranFund Manager

Mr. Dinesh has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, Dinesh was Research Analyst with Fidelity Investments, USA for ten years. Dinesh is a B. Tech (IIT-B) and M. S. (MIT, USA). He is also a charter holder of the CFA Institute, USA.

PK

Mr. Pradeep KesavanFund Manager

Mr. Pradeep Kesavan Joined SBIFML in July 2021. He has over 18 years of experience in financial services sector.

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Compare with similar Funds

SBI Contra Fund - IDCW - Direct Plan

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SBI Contra Fund - IDCW - Direct Plan

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Kotak India EQ Contra Fund - Growth

FAQ's

What is the risk level associated with the SBI Contra Fund - IDCW - Direct Plan?

The SBI Contra Fund - IDCW - Direct Plan is a high-risk mutual fund, meaning it carries the potential for both high returns and high losses. Investors should carefully consider their risk tolerance before investing in this fund.

What is the current NAV (Net Asset Value) of the SBI Contra Fund - IDCW - Direct Plan as of Jul 24,2024?

The current NAV of the SBI Contra Fund - IDCW - Direct Plan as of Jul 24,2024 is INR 87.83.

What are the returns generated by the SBI Contra Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The SBI Contra Fund - IDCW - Direct Plan has delivered impressive returns of 48.63% in the past 1 year, 29.50% over 3 years, and 26.90% over 5 years.

What is the expense ratio associated with the SBI Contra Fund - IDCW - Direct Plan?

The SBI Contra Fund - IDCW - Direct Plan has a low expense ratio of 0.63%, making it an attractive option for investors looking for a cost-effective mutual fund.

What is the minimum investment amount required for the SBI Contra Fund - IDCW - Direct Plan?

The minimum investment amount for the SBI Contra Fund - IDCW - Direct Plan is INR 5000.

Is there a systematic investment plan (SIP) available for the SBI Contra Fund - IDCW - Direct Plan?

Yes, SIP is available for SBI Contra Fund - IDCW - Direct Plan. The minimum investment amount for SIP is INR 5000 per month.

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