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SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

  • Equity
  • Contra
  • Very High
  • Current NAV

    ₹60.28 0.1174%

    23-04-2024
  • Annual Returns

    48.43%

  • Min. SIP ₹500

    Min. Investment ₹5000

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  • Equity 87.52%
  • Debt 5.39%
  • Others 7.07%

Market Cap

Allocation
Large Cap 36.28
Mid Cap 27.27
Small Cap 14.31
Others 9.66

Sector Allocation

Financial

Energy

Technology

Automobile

Healthcare

Metals & Mining

Services

Materials

Consumer Discretionary

Capital Goods

Insurance

Consumer Staples

Chemicals

Construction

Communication

Textiles

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
Nifty 50% 28/03/2024 Financial 4.46% 0%
State Bank of India Large Cap Financial (16.11) 3.03% 10.64 42.51%
GAIL (India) Ltd. Large Cap Energy (23.83) 2.96% 16.27 84.52%
HDFC Bank Ltd. Large Cap Financial (24.8) 2.91% 19.39 -9.97%
Cognizant Technology Solutions Corp. Technology 2.56% 0%
ICICI Bank Ltd. Large Cap Financial (24.8) 2.19% 18.03 23.2%
Axis Bank Ltd. Large Cap Financial (24.43) 2.08% 28.68 29.81%
Whirlpool Of India Ltd. Small Cap Consumer Discretionary (129.82) 2.01% 96.87 16.7%
Petronet LNG Ltd. Mid Cap Energy (31.8) 1.89% 12.6 26.1%
Tata Steel Ltd. Large Cap Metals & Mining (21.88) 1.85% -60.09 51.72%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (9.19) 1.83% 8.46 73.3%
Biocon Ltd. Mid Cap Healthcare (54.69) 1.83% 28.06 22.72%
EPAM Systems Inc Technology 1.74% 0%
Cipla Ltd. Large Cap Healthcare (54.69) 1.66% 29.4 47.4%
Tech Mahindra Ltd. Large Cap Technology (31.53) 1.64% 41.65 20.2%
Torrent Power Ltd. Mid Cap Energy (26.55) 1.63% 39 177.96%
ICICI Prudential Life Insurance Company Ltd. Large Cap Insurance (25.04) 1.54% 94.36 34.5%
ACC Ltd. Mid Cap Materials (57.69) 1.5% 28.29 42.77%
Reliance Industries Ltd. Large Cap Energy (40.15) 1.42% 28.23 24.29%
Mahindra & Mahindra Ltd. Large Cap Automobile (45.37) 1.4% 23.08 70.68%
FSN E-Commerce Ventures Ltd. Mid Cap Services (894.45) 1.35% 1722.5 42.77%
Delhivery Ltd. Mid Cap Services (33.63) 1.34% -97.03 25.17%
Power Grid Corporation Of India Ltd. Large Cap Energy (26.94) 1.25% 16.83 63.95%
Voltas Ltd. Mid Cap Consumer Discretionary (59.74) 1.2% 165.4 63.09%
Tata Motors Ltd. Large Cap Automobile (95.46) 1.2% 40.82 136.49%
Equitas Small Finance Bank Ltd. Small Cap Financial (24.8) 1.18% 0 43.69%
Infosys Ltd. Large Cap Technology (31.53) 1.09% 22.78 17.32%
CESC Ltd. Small Cap Energy (26.55) 1.09% 13.37 109.19%
Indian Oil Corporation Ltd. Large Cap Energy (40.15) 1.08% 5.08 115.33%
The Federal Bank Ltd. Mid Cap Financial (24.8) 1.08% 9.69 17.33%
Cummins India Ltd. Mid Cap Capital Goods (64.42) 1.07% 57.19 104.45%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 1% 38.75 29.66%
National Aluminium Company Ltd. Small Cap Metals & Mining (35.35) 0.97% 22.51 121.83%
HDFC Asset Management Company Ltd. Mid Cap Financial (38.32) 0.93% 40.08 106.29%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 0.92% 57.92 -8.63%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 0.88% 0 0%
Grasim Industries Ltd. Large Cap Materials (57.69) 0.87% 27.9 42.18%
Info Edge (India) Ltd. Mid Cap Services (92.56) 0.86% 311.96 60.92%
Maruti Suzuki India Ltd. Large Cap Automobile (45.37) 0.86% 33.53 51.61%
Tata Motors Ltd. - DVR Ordinary Automobile (25.08) 0.86% 4.14 210.47%
Bank of India Mid Cap Financial (16.11) 0.86% 10.28 87.57%
GR Infraprojects Ltd. Small Cap Construction (19.11) 0.86% 11.13 36.45%
NHPC Ltd. Mid Cap Energy (26.55) 0.82% 24.27 109.42%
Hero Motocorp Ltd. Mid Cap Automobile (37.8) 0.78% 24.03 76.64%
Mahindra & Mahindra Financial Services Ltd. Mid Cap Financial (32.53) 0.76% 16.76 2.45%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 0.75% 18.4 18.6%
JSW Infrastructure Ltd. Mid Cap Services 0.75% 0%
Ashiana Housing Ltd. Small Cap Construction (26.29) 0.74% 0 0%
Ashok Leyland Ltd. Mid Cap Automobile (93.34) 0.7% 21.55 28.29%
Life Insurance Corporation of India Large Cap Insurance (25.04) 0.69% 15.46 79.76%
Bharti Airtel Ltd. Large Cap Communication (73.8) 0.69% 92.59 76.31%
Nuvoco Vistas Corporation Ltd. Small Cap Materials (57.69) 0.69% 49.81 4.55%
Bharat Petroleum Corporation Ltd. Large Cap Energy (40.15) 0.69% 4.45 71.41%
The Ramco Cements Ltd. Mid Cap Materials (57.69) 0.69% 50 11.39%
Disa India Ltd. Small Cap Capital Goods (24.65) 0.66% 9.79 86.4%
Grindwell Norton Ltd. Mid Cap Metals & Mining (68.75) 0.66% 58.59 11.17%
Punjab National Bank Large Cap Financial (16.11) 0.65% 19.18 175.26%
Lupin Ltd. Mid Cap Healthcare (132.95) 0.64% 167.31 197.56%
Indian Energy Exchange Ltd. Small Cap Services (121.78) 0.63% 39.8 -0.55%
Coforge Ltd. Mid Cap Technology (31.53) 0.63% 45.55 35.85%
ITC Ltd. Large Cap Consumer Staples (28.14) 0.59% 26.11 5.08%
Prism Johnson Ltd. Small Cap Materials (57.69) 0.59% 40.72 35.83%
Wendt (India) Ltd. Small Cap Metals & Mining (68.75) 0.58% 61.54 39.09%
Gland Pharma Ltd. Mid Cap Healthcare (54.69) 0.57% 44.64 36.22%
K.P.R. Mill Ltd. Mid Cap Textiles (751.55) 0.57% 0 166.23%
Sanofi India Ltd. Small Cap Healthcare (24.65) 0.55% 8.73 145.06%
Rallis India Ltd. Small Cap Chemicals (36.2) 0.52% 32.11 35.7%
Bosch Ltd. Mid Cap Automobile (46.47) 0.51% 37.14 55.97%
Steel Authority Of India Ltd. Mid Cap Metals & Mining (21.88) 0.49% 20.24 86.39%
Sula Vineyards Ltd. Small Cap Consumer Staples (77.45) 0.42% 50.47 47.07%
Neogen Chemicals Ltd. Small Cap Chemicals (58.97) 0.42% 86.21 -3.2%
Gateway Distriparks Ltd. Small Cap Services (33.63) 0.42% 19.24 60.95%
Timken India Ltd. Mid Cap Capital Goods (50.75) 0.39% 0 4.77%
Carborundum Universal Ltd. Small Cap Metals & Mining (68.75) 0.38% 52.81 21.22%
V-Guard Industries Ltd. Small Cap Consumer Discretionary (82.47) 0.35% 63.75 33.18%
Kalpataru Projects International Ltd. Small Cap Capital Goods (26.94) 0.33% 38.42 124.24%
Ingersoll-Rand (India) Ltd. Small Cap Capital Goods (64.81) 0.33% 0 40.15%
Max Financial Services Ltd. Mid Cap Financial (25.04) 0.33% 84.92 69.66%
Aurobindo Pharma Ltd. Mid Cap Healthcare (54.69) 0.21% 23.05 85.58%
Tube Investments Of India Ltd. Mid Cap Automobile (103.16) 0.2% 52.62 38.52%
Motherson Sumi Wiring India Ltd. Mid Cap Automobile (60.61) 0.2% 0 40.95%
Greenply Industries Ltd. Small Cap Materials (28.55) 0.2% 61.22 82.06%
Automotive Axles Ltd. Small Cap Automobile (22.51) 0.15% 0 -20.16%
JIO Financial Services Ltd. Large Cap Financial (20.08) 0.14% 153.28 0%
Prataap Snacks Ltd. Small Cap Consumer Staples (66.28) 0.12% 103.76 27.38%
Dabur India Ltd. Large Cap Consumer Staples (59.04) 0.09% 50.37 -3.29%
Tata Technologies Ltd Mid Cap Services (31.53) 0.08% 59.47 0%
Solar Industries India Ltd. Mid Cap Chemicals (26.29) 0.08% 0 14.53%
Finolex Industries Ltd. Small Cap Materials (81.09) 0.06% 33.29 53.75%
NMDC Steel Ltd. Small Cap Metals & Mining (74.58) 0.06% 0 -22.36%
Grasim Industries - (Partly Paid Equity) Materials 0.04% 0%

Market Cap

Allocation
Others 5.39

Sector Allocation

Financial

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Reserve Bank of India% 91-D 02/05/2024 Financial 1.95% 0%
Reserve Bank of India% 182-D 16/05/2024 Financial 1.56% 0%
Reserve Bank of India% 91-D 30/05/2024 Financial 1.16% 0%
Reserve Bank of India% 182-D 11/04/2024 Financial 0.72% 0%

Market Cap

Allocation
Others 7.07

Sector Allocation

Others

Construction

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 7.76% 0%
Others Others 0.03% 0%
Others Others -1.72% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for SBI Contra Fund?

The top holdings of this fund are Nifty 50% 28/03/2024, State Bank of India, GAIL (India) Ltd., HDFC Bank Ltd., Cognizant Technology Solutions Corp.

Top 5 Sector for SBI Contra Fund?

The major sectors of this fund are Financial, Energy, Technology, Automobile, Healthcare.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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