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SBI Contra Direct Plan Growth+0.06%

84.54%
1 Year Return
Equity
Contra
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Contra Direct Plan Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.55%
NAV₹190.73 (23 Jul 2021)
Fund Started01 Jan 2013
Fund Size2,394 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
84.5%
19.7%
15.2%
13.1%
Category Average
61.5%
12.9%
13.6%
-
Rank Within Category
2
1
5
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 84.5% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 1.55%

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity3.8%
Infosys Ltd.TechnologyEquity3.7%
Axis Bank Ltd.FinancialEquity2.9%
Sun Pharmaceutical Industries Ltd.HealthcareEquity2.9%
Carborundum Universal Ltd.MetalsEquity2.9%
Prism Johnson Ltd.ConstructionEquity2.6%
GAIL (India) Ltd.EnergyEquity2.6%
MTAR Technologies Ltd.ServicesEquity2.4%
CESC Ltd.EnergyEquity2.4%
Lupin Ltd.HealthcareEquity2.4%
See All

Fund Managers

Mohit Jain
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SBI Contra Direct Plan Growth Details

SBI Contra Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Rama Iyer Srinivasan is the Current Fund Manager of SBI Contra Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,394 Cr and the Latest NAV as of 23 Jul 2021 is ₹190.73.

The SBI Contra Direct Plan Growth is rated Very 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

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.

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
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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