SBI Contra Direct Plan Dividend+1.10%

2
-11.55%
1 Year Return
Equity
Contra
2.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Contra Direct Plan Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.73%
NAV20.93 (06 Jul 2020)
Fund Started01 Jan 2013
Fund Size1,062 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Contra Direct Plan Dividend
-11.6%
-3.3%
2.1%
7.0%
Category Average
-10.0%
NA
NA
-
Rank within category
12
10
13
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -11.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio - 1.73%
    3. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Bharti Airtel Ltd.CommunicationEquity4.9%
    CPSE Exchange Traded FundFinancialMutual Fund4.7%
    Infosys Ltd.TechnologyEquity4.2%
    ICICI Bank Ltd.FinancialEquity4.0%
    HDFC Bank Ltd.FinancialEquity3.9%
    HCL Technologies Ltd.TechnologyEquity3.5%
    Ultratech Cement Ltd.ConstructionEquity3.3%
    ICICI Prudential Life Insurance Company Ltd.FinancialEquity3.1%
    Lupin Ltd.HealthcareEquity3.0%
    Federal Bank Ltd.FinancialTerm Deposits2.8%
    See All

    Fund Managers

    SBI Contra Direct Plan Dividend Details

    SBI Contra Direct Plan Dividend is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Dinesh Balachandran is the Current Fund Manager of SBI Contra Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,062 Cr and the Latest NAV as of 06 Jul 2020 is ₹20.93.

    The SBI Contra Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology,Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

    Compare Funds

    SBI Contra Direct Plan Dividend
    VS
    search

    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Similar Funds
    Data not available