Sbi Contra Fund Regular Plan Idcw

Risk: Very High
₹ 68.16
NAV (Oct 10,2024)

SBI Contra Fund - Regular Plan - IDCW is a popular mutual fund offered by SBI Mutual Fund. With an expense ratio of 1.62%, this fund aims to generate long-term capital appreciation by investing in undervalued stocks of companies across various sectors. The minimum investment required is INR 5000, and there is no lock-in period. This fund has been established since July 5, 1999, and has an asset under management (AUM) of INR 25,324.93 crore.

Sbi Contra Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Sbi Contra Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    38.97
  • P/B Ratio
    UM_URBAN_MONEY

    5.57
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.51%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 41326.63 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 Oct 13, 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₹ 10,250.52 (2.51%)₹ 11,273.93 (12.74%)₹ 14,031.67 (40.32%)₹ 19,625.9 (96.26%)₹ 40,333.56 (303.34%)
₹ 30,000₹ 30,751.56 (2.51%)₹ 33,821.79 (12.74%)₹ 42,095.01 (40.32%)₹ 58,877.7 (96.26%)₹ 1,21,000.68 (303.34%)
₹ 50,000₹ 51,252.6 (2.51%)₹ 56,369.65 (12.74%)₹ 70,158.35 (40.32%)₹ 98,129.5 (96.26%)₹ 2,01,667.8 (303.34%)
₹ 80,000₹ 82,004.16 (2.51%)₹ 90,191.44 (12.74%)₹ 1,12,253.36 (40.32%)₹ 1,57,007.2 (96.26%)₹ 3,22,668.48 (303.34%)
₹ 1,00,000₹ 1,02,505.2 (2.51%)₹ 1,12,739.3 (12.74%)₹ 1,40,316.7 (40.32%)₹ 1,96,259 (96.26%)₹ 4,03,335.6 (303.34%)

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

  • TREPS7.63%
  • DAY T BILL5.79%
  • HDFC Bank Ltd5.33%
  • Reliance Industries Ltd3.39%
  • GAIL India Ltd2.39%
  • Kotak Mahindra Bank Ltd2.30%
  • Whirlpool of India Ltd2.24%
  • Tech Mahindra Ltd2.21%
  • Tata Steel Ltd2.16%
  • ITC Ltd2.10%
  • Dabur India Ltd1.98%
  • State Bank of India1.95%
  • Indus Towers Ltd1.89%
  • Torrent Power Ltd1.75%
  • Oil & Natural Gas Corporation Ltd1.72%
  • Cognizant Technology Solutions Corporation1.69%
  • ICICI Prudential Life Insurance Company Ltd1.67%
  • ICICI Bank Ltd1.63%
  • Cipla Ltd1.54%
  • HCL Technologies Ltd1.53%
  • Biocon Ltd1.47%
  • IndusInd Bank Ltd1.47%
  • Axis Bank Ltd1.46%
  • Petronet LNG Ltd1.44%
  • Mahindra & Mahindra Ltd1.38%
  • Infosys Ltd1.37%
  • Tata Motors Ltd1.32%
  • Punjab National Bank1.30%
  • Alkem Laboratories Ltd1.20%
  • Voltas Ltd1.16%
  • CESC Ltd1.07%
  • FSN E Commerce Ventures Ltd1.05%
  • Wipro Ltd0.98%
  • United Spirits Ltd0.94%
  • Hindalco Industries Ltd0.92%
  • Larsen & Toubro Ltd0.89%
  • ACC Ltd0.88%
  • Epam Systems Inc0.84%
  • Aster DM Healthcare Ltd0.82%
  • Coromandel International Ltd0.82%
  • Bharti Hexacom Ltd0.82%
  • Info Edge India Ltd0.81%
  • National Aluminium Company Ltd0.80%
  • Life Insurance Corporation of India0.76%
  • Embassy Office Parks Reit0.74%
  • G R Infra projects Ltd0.74%
  • Delhivery Ltd0.74%
  • Nuvoco Vistas Corporation Ltd0.73%
  • Grasim Industries Ltd0.73%
  • Indian Oil Corporation Ltd0.72%
  • HDFC Asset Management Co Ltd0.65%
  • Mankind Pharma Ltd0.65%
  • Bharti Airtel Ltd0.65%
  • Hero MotoCorp Ltd0.62%
  • Maruti Suzuki India Ltd0.62%
  • Equitas Small Finance Bank Ltd0.62%
  • Ashok Leyland Ltd0.59%
  • Bank of India0.59%
  • NMDC Ltd0.56%
  • Indian Energy Exchange Ltd0.55%
  • Ashiana Housing Ltd0.55%
  • NHPC Ltd0.54%
  • Lupin Ltd0.53%
  • Ola Electric Mobility Ltd0.53%
  • Disa India Ltd0.49%
  • Rallis India Ltd0.48%
  • Prism Johnson Ltd0.47%
  • Grindwell Norton Ltd0.46%
  • The Ramco Cements Ltd0.44%
  • K P R Mill Ltd0.44%
  • Mahindra & Mahindra Financial Services Ltd0.43%
  • Cummins India Ltd0.42%
  • Coforge Ltd0.41%
  • WENDT India Ltd0.41%
  • Neogen Chemicals Ltd0.40%
  • Steel Authority of India Ltd0.35%
  • Gland Pharma Ltd0.35%
  • Timken India Ltd0.33%
  • Carborundum Universal Ltd0.33%
  • V Guard Industries Ltd0.29%
  • Sanofi India Ltd0.27%
  • Max Financial Services Ltd0.25%
  • Sula Vineyards Ltd0.24%
  • Ingersoll Rand India Ltd0.23%
  • Gateway Distriparks Ltd0.22%
  • Sanofi Consumer Healthcare India Ltd0.20%
  • Aurobindo Pharma Ltd0.18%
  • Tube Investments of India Ltd0.15%
  • E I D Parry India Ltd0.14%
  • Greenply Industries Ltd0.13%
  • Motherson Sumi Wiring India Ltd0.12%
  • Automotive Axles Ltd0.09%
  • Prataap Snacks Ltd0.07%
  • NMDC Steel Ltd0.03%
  • Margin amount for Derivative positions0.02%
  • Net Receivable Payable-0.34%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

Invesco India Contra Fund - GrowthInvesco India Contra Fund - Growth

EQUITY

Very High

20.81%

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

EQUITY

Very High

15.49%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

48.37%

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

21.30%

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

24.33%

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 - Regular Plan - IDCW

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Kotak India EQ Contra Fund - Growth

FAQ's

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

The SBI Contra Fund - Regular Plan - IDCW is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the SBI Contra Fund - Regular Plan - IDCW as of Oct 10,2024?

The current NAV of the SBI Contra Fund - Regular Plan - IDCW as of Oct 10,2024 is INR 68.16.

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

The SBI Contra Fund - Regular Plan - IDCW has delivered impressive returns of 48.82% over the past 1 year, 29.05% over 3 years, and 26.64% over 5 years.

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

The SBI Contra Fund - Regular Plan - IDCW has an expense ratio of 1.58%, making it a cost-effective option for investors looking for diversification and growth opportunities.

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

The SBI Contra Fund - Regular Plan - IDCW requires a minimum investment amount of INR 5000.

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

Yes, you can invest in the SBI Contra Fund - Regular Plan - IDCW through SIP with a minimum monthly investment of INR 5000.

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