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SBI Contra Fund IDCW+0.09%

98.85%
1 Year Return
Equity
Contra
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Contra Fund IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio2.24%
NAV₹30.10 (11 Jun 2021)
Fund Started05 Jul 1999
Fund Size2,248 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
98.8%
15.3%
14.6%
10.4%
Category Average
60.0%
6.0%
11.9%
-
Rank Within Category
2
1
7
-
*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 98.8% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.24%
2. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity4.6%
HDFC Bank Ltd.FinancialEquity4.2%
Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.6%
Infosys Ltd.TechnologyEquity3.6%
Axis Bank Ltd.FinancialEquity3.4%
ICICI Prudential Life Insurance Company Ltd.FinancialEquity3.2%
Lupin Ltd.HealthcareEquity2.8%
Carborundum Universal Ltd.MetalsEquity2.8%
Prism Johnson Ltd.ConstructionEquity2.6%
MTAR Technologies Ltd.ServicesEquity2.6%
See All

Fund Managers

Mohit Jain
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SBI Contra Fund IDCW Details

SBI Contra Fund IDCW is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 05 Jul 1999. Rama Iyer Srinivasan is the Current Fund Manager of SBI Contra Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹2,248 Cr and the Latest NAV as of 11 Jun 2021 is ₹30.10.

The SBI Contra Fund IDCW 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

Compare Funds

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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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