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

Formerly SBI Contra Reg DR

SBI Mutual Fund

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

EquityDiversified

Top Ranked

36.667

NAV (Jan 17)

18.6%
5 Year CAGR
Scripbox Opinion

Top Ranked

SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

3,544 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

Historical NAV

36.667

NAV (Jan 17)

Fund Returns

Last 1Y

48.8%

Last 3Y

26.2%

Last 5Y

18.6%

Last 10Y

16.2%

Since Inception

20.2%

6 Month CAGR

17%

info-icon-blue

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

Expense Ratio

2.2

Launched (23y ago)

Jul 14, 1999

AUM in Crores

3543.716

ISIN

INF200K01354

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

calculator

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.

comparison

Comparison with Equity Funds

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

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 471,579 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

24.6%

20.4%

5.6%

7.2%

24.6%

%

4.8%

5.8%

4.8%

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

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

SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 20.2% over a period of 22 years. The fund was previously known as SBI Contra Reg DR. The fund is managed by SBI Funds Management Private Limited. The fund managers are Dinesh Balachandran, Mohit Jain.

Nav of SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-A) as of 17/01/2022 is ₹36.67 with the total AUM as of 18/01/2022 is ₹3543.716. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-A) is rated as a 4 fund in Equity and delivered 48.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-A).

Frequently Asked Questions

What is SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-A)?

How to invest in SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-A)?

What is the minimum sip amount of SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-A)?

Is SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-A) good to invest in?

What is the expense ratio of the SBI Contra Fund Inc Dist cum Cap Wdrl (RIDCW-A)?