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SBI Contra Direct Plan IDCW

Equity
Contra
Very High Risk
Payout
27.28%
3Y annualised
-0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2022₹47.25
Min. SIP amount₹500
Rating4
Fund size₹3,543.72Cr

Returns and rankings

Category: Equity Contra
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns48.9%27.3%19.5%15.8%
Category average61.5%12.9%13.6%NA
Rank with in category214NA
Understand terms

Holdings (64)

NameSectorInstrumentAssets
AutomobileEquity3.7%
FinancialEquity3.1%
TechnologyEquity2.8%
ServicesEquity2.6%
EnergyEquity2.5%
ChemicalsEquity2.4%
ServicesEquity2.4%
EnergyEquity2.4%
TechnologyEquity2.3%
MetalsEquity2.0%
See All

Pros and cons

Category: Equity Contra

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 6.34 The fund has generated returns higher than benchmark - S&P BSE 500 TRI - in the last 3Y
Lower expense ratio: 1.41%
Consistently top ranked fund

Cons

1Y annualised returns lower than category average by 12.42%

Expense ratio, exit load and tax

Expense ratio: 1.38%

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

Fund house & investment objective

Fund house contact details

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