SBI Contra Direct Plan IDCW

Equity
Contra
Very High Risk
Payout
49.25%
3Y annualised
-0.32% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Mar 2023₹50.65
Min. SIP amount₹500
Rating5
Fund size₹8,340.65Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Contra
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.0%49.3%16.1%14.6%
Category average3.4%35.7%11.5%NA
Rank with in category111NA
Understand terms

Holdings (73)

NameSectorInstrumentAssets
GAIL (India) Ltd.EnergyEquity4.0%
ICICI Bank Ltd.FinancialEquity3.2%
HDFC Bank Ltd.FinancialEquity2.8%
Tech Mahindra Ltd.TechnologyEquity2.6%
Equitas Small Finance Bank Ltd.FinancialEquity2.6%
Axis Bank Ltd.FinancialEquity2.5%
Reserve Bank of India
FinancialT-Bills2.4%
Reserve Bank of IndiaFinancialT-Bills2.4%
Housing Development Finance Corporation Ltd.FinancialEquity2.3%
Power Grid Corporation Of India Ltd.EnergyEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.97%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
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,

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