• Mutual Funds
  • SBI Mutual Fund
  • SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly SBI Contra Reg DP

SBI Mutual Fund

SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A)

EquityDiversified

Top Ranked

34.6792

NAV (Dec 02)

17.6%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

22 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

3,107 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

34.6792

NAV (Dec 2)

Fund Returns

Last 1Y

60.3%

Last 3Y

24.8%

Last 5Y

17.6%

Last 10Y

15.5%

Since Inception

20%

6 Month CAGR

18.1%

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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.09

Launched (22y ago)

Jul 14, 1999

AUM in Crores

3106.420

ISIN

INF200K01347

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Dinesh Balachandran

Fund Manager

user-avatar

Mohit Jain

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 462,975 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

amc-img

Fund NameScripbox Opinion
Till Date CAGR

25.5%

20.6%

5.9%

7.2%

25.5%

%

4.9%

5.8%

4.9%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Parag Parikh Flexi Cap fund (Growth)

Parag Parikh Flexi Cap fund (Growth)

Equity

Diversified

Mirae Asset Large Cap Fund (Growth)

Mirae Asset Large Cap Fund (Growth)

Equity

Large Cap

Axis Bluechip Fund (Growth)

Axis Bluechip Fund (Growth)

Equity

Large Cap

Invesco India Growth Opportunities Fund (Growth)

Invesco India Growth Opportunities Fund (Growth)

Equity

Diversified

How does Scripbox rate funds?

Proprietary 4-step system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Sub-asset Class View

Sub-asset Class View

We check if the sub-category of the fund is recommended by us.

Fund Performance

Fund Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Attractiveness

Credit Attractiveness

We check the credit quality of the underlying instruments present in the fund. Higher the better.

Equity Funds

Debt Funds

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About SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A)

About SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A)

SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 20% over a period of 22 years. The fund was previously known as SBI Contra Reg DP . The fund is managed by SBI Funds Management Private Limited. The fund managers are Dinesh Balachandran, Mohit Jain

SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment Objective

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 . However, there is no assurance that the objective of the scheme will be realized.

SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

The SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Jul 14, 1999. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-12-02 is ₹34.68. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹3106.42. The category risk of the SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.09 % as expense ratio.

SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

The fund’s highest allocation is towards Equity and has invested 95.1% in this asset class. The top three holdings of the fund are , treps , icici bank ltd , tube investments of india ltd ordinary shares , hcl technologies ltd , gail (india) ltd , reliance industries ltd , info edge (india) ltd , infosys ltd , axis bank ltd , neogen chemicals ltd , bharti airtel ltd , mtar technologies ltd , phoenix mills ltd , kotak mahindra bank ltd , carborundum universal ltd , kajaria ceramics ltd , cognizant technology solutions corp class a , equitas holding ltd , gateway distriparks ltd , state bank of india , rbl bank ltd , dr reddy's laboratories ltd , hdfc bank ltd , ashiana housing ltd , prism johnson ltd , itc ltd , bank of baroda , colgate-palmolive (india) ltd , ashok leyland ltd , indian hotels co ltd , netflix inc , minda corp ltd , alphabet inc class a , lupin ltd , wendt (india) ltd , nmdc ltd , margin amount for derivative positions , brigade enterprises ltd , sbi life insurance company limited , v-guard industries ltd , net receivable / payable , esab india ltd , disa india ltd , aurobindo pharma ltd , bosch ltd , cesc ltd , kalpataru power transmission ltd , westlife development ltd , automotive axles ltd , vedanta ltd , ingersoll-rand (india) ltd , burger king india ltd ordinary shares , greenply industries ltd , andhra paper ltd , nhpc ltd , k.p.r. mill ltd , coforge ltd , upl ltd , prataap snacks ltd , biocon ltd , bharti airtel ltd. , rolex rings ltd , sadbhav engineering ltd , chennai petroleum corp ltd , torrent power ltd , icici prudential life insurance company limited

SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) Sip

The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR

SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review

SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, SBI Contra Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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