SBI Contra Direct Plan Dividend-0.69%

2Groww
-13.92%
1 Year Return
Equity
Contra
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Contra Direct Plan Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.71%
NAV21.3 (20 Aug 2019)
Fund Started01 Jan 2013
Fund Size1,341 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Contra Direct Plan Dividend
-13.9%
1.1%
5.7%
8.3%
Category Average
-7.7%
NA
NA
-
Rank within category
11
12
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
    30
    with -13.9% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity6.3%
    Elgi Equipments Ltd.EngineeringEquity6.2%
    Axis Bank Ltd.FinancialEquity4.0%
    HDFC Bank Ltd.FinancialEquity3.3%
    PNC Infratech Ltd.ServicesEquity3.1%
    JK Cement LtdConstructionEquity3.0%
    Info Edge (India) Ltd.ServicesEquity2.6%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity2.5%
    Equitas Holdings Ltd.FinancialEquity2.5%
    ABB Ltd.EngineeringEquity2.3%
    See All

    Fund Managers

    Other Details

    SBI Contra Direct Plan Dividend is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Dinesh Balachandran is the Current Fund Manager of SBI Contra Direct Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹1,341 Cr and the Latest NAV as of 20 Aug 2019 is ₹21.3.

    The SBI Contra Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 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

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    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
    28 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,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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