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-2.87%
Cat. Avg.0.93%
2Y
Fund-1.29%
Cat. Avg.1.97%
3Y
Fund12.87%
Cat. Avg.15.84%
5Y
Fund15.82%
Cat. Avg.15.44%
10Y
Fund12.82%
Cat. Avg.15.63%
SI
Fund4.14%
Cat. Avg.10.84%
Fund Facts
Beta
0.9
Std Dev
12.15%
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
Asset Class
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Market Cap
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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 | 4259.86 | 9.74% |
| 2 | HDFC Bank Ltd. | 2959.07 | 6.76% |
| 3 | Reliance Industries Ltd. | 2381.06 | 5.44% |
| 4 | Biocon Ltd. | 1446.27 | 3.31% |
| 5 | Tata Steel Ltd. | 1421.06 | 3.25% |
| 6 | ICICI Bank Ltd. | 1324.27 | 3.03% |
| 7 | Indus Towers Ltd. | 1174.44 | 2.68% |
| 8 | Punjab National Bank | 1164.96 | 2.66% |
| 9 | Kotak Mahindra Bank Ltd. | 1131.90 | 2.59% |
| 10 | Torrent Power Ltd. | 911.76 | 2.08% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59637 | -0.6% | -1.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | -0.1% | -0.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.92 L. | +6.4% | +4.3% |
| 5Y | 09 Aug, 21 | 3 L. | 4.04 L. | +34.7% | +12.2% |
| 10Y | 08 Aug, 16 | 6 L. | 14.01 L. | +133.4% | +16.3% |
| SI | 07 Apr, 06 | 12.20 L. | 33.61 L. | +175.5% | +9.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 97132 | -2.9% | -2.9% |
| 2Y | 15 Jul, 24 | 1 L. | 97431 | -2.6% | -1.3% |
| 3Y | 17 Jul, 23 | 1 L. | 1.43 L. | +43.1% | +12.7% |
| 5Y | 15 Jul, 21 | 1 L. | 2.08 L. | +108.5% | +15.8% |
| 10Y | 15 Jul, 16 | 1 L. | 3.34 L. | +234.2% | +12.8% |
| SI | 03 Apr, 06 | 1 L. | 2.28 L. | +127.8% | +4.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.