- Mutual Funds
- SBI Mutual Fund
- SBI Contra Fund (PIDCW-A)
Formerly SBI Contra Reg DP
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 48.4961
NAV (Sep 29)
Fund Returns
Last 1Y | 31% |
Last 3Y | 38.7% |
Last 5Y | 22.2% |
Last 10Y | 18.3% |
Since Inception | 20% |
6 Month CAGR | 24.7% |
Scheme Information
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
Expense Ratio | 1.71 |
Launched (24y ago) | Jul 14, 1999 |
AUM in Crores | 14607.923 |
ISIN | INF200K01347 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.2 |
Standard Deviation (5yr) | 19.4 |
Beta (3yr) | 0.89 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 2.063 |
Sharpe Ratio (5yr) | 0.875 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Contra Fund (PIDCW-A) | 12,92,242 | 5,59,630 | 22.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
treps
9.1%cognizant technology solutions corp class a
3.4%hdfc bank ltd
3.1%gail (india) ltd
2.9%coforge ltd
2.2%Allocation by Sector
financial services
18.4%basic materials
11.7%industrials
11.6%technology
7.9%healthcare
7.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.4% | 6.5% | ||
28.2% | 17.5% | ||
33% | 15.8% | ||
23.2% | 11.8% | ||
4.7% | 6.9% |
SBI Contra Fund (PIDCW-A) Review
SBI Contra Fund (PIDCW-A) is a Contra Equity fund and has delivered an annualised return of 20% over a period of 24 years. The fund was previously known as SBI Contra Reg DP. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Balachandran, Mohit Jain.
Nav of SBI Contra Fund (PIDCW-A) as of 9/29/2023 is ₹48.50 with the total AUM as of 10/4/2023 is ₹14607.923. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Contra Fund (PIDCW-A) was launched on Jul 14, 1999. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Contra Fund (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.
SBI Contra Fund (PIDCW-A) 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 (PIDCW-A) is rated as a 0 fund in Equity and delivered 31% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Contra Fund (PIDCW-A).
Frequently Asked Questions
What is SBI Contra Fund (PIDCW-A)?
How to invest in SBI Contra Fund (PIDCW-A)?
You can invest in SBI Contra Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Contra Fund (PIDCW-A)?
The minimum sip amount for SBI Contra Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Contra Fund (PIDCW-A) good to invest in?
As per Scripbox experts, SBI Contra Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investSBI Contra Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Contra Fund (PIDCW-A)?
The expense ratio of the SBI Contra Fund (PIDCW-A) is 1.71% for regular plan.