SBI Contra Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 1.48
Risk: Very High
Equity Scheme - Contra Fund
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 06-05-2005
Exit Load: Nil
Fund Size:₹49,963.25 Cr
Performance
1Y
Fund-5.91%
Cat. Avg.-6.33%
2Y
Fund-4.24%
Cat. Avg.-4.06%
3Y
Fund8.81%
Cat. Avg.10.84%
5Y
Fund12.22%
Cat. Avg.11.23%
10Y
Fund11.76%
Cat. Avg.13.79%
SI
Fund3.89%
Cat. Avg.10.37%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | TREPS | 3674.37 | 7.76% |
| 2 | HDFC Bank Ltd. | 2429.70 | 5.13% |
| 3 | Reliance Industries Ltd. | 2292.48 | 4.84% |
| 4 | ICICI Bank Ltd. | 2046.51 | 4.32% |
| 5 | Biocon Ltd. | 1676.29 | 3.54% |
| 6 | Torrent Power Ltd. | 1270.92 | 2.68% |
| 7 | Indus Towers Ltd. | 1258.40 | 2.66% |
| 8 | Kotak Mahindra Bank Ltd. | 1256.33 | 2.65% |
| 9 | Punjab National Bank | 1235.97 | 2.61% |
| 10 | GAIL (India) Ltd. | 1067.02 | 2.25% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57642 | -3.9% | -8.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.16 L. | -3.3% | -3.4% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.79 L. | -0.5% | -0.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.75 L. | +24.9% | +9.0% |
| 10Y | 07 Nov, 16 | 6 L. | 13.17 L. | +119.4% | +15.2% |
| SI | 07 Apr, 06 | 12.35 L. | 32.48 L. | +163.0% | +8.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94091 | -5.9% | -5.9% |
| 2Y | 16 Oct, 24 | 1 L. | 91707 | -8.3% | -4.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.29 L. | +28.8% | +8.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.77 L. | +76.6% | +12.1% |
| 10Y | 17 Oct, 16 | 1 L. | 3.06 L. | +206.1% | +11.8% |
| SI | 03 Apr, 06 | 1 L. | 2.19 L. | +119.2% | +3.9% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.