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

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Contra NAV 17.9358 0 23 January, 2019
SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) was previously known as

SBI Contra Fund - Dividend - Reinvestment

Fund Details

Category Contra
Fund Type Open Ended
Investment Plan Dividend
Launch Date 14 July, 1999
Benchmark S&P BSE 500 Index
Asset Size(Cr) 4209.23 (As on 31-03-2022)
Turn over 52.00%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 2.11% (As on 31-03-2022)
Fund Manager Mohit Jain,Dinesh Balachandran

Investment Returns (As on 23 Jan, 2019)

Duration Returns Benchmark Category
1 W 2.64% -1.03% -
1 M -4.97% 1.83% -
3 M -0.69% -0.21% -
6 M -3.32% -3.3% -
1 Y 19.95% 23.13% -
2 Y 58.93% 44.2% -
3 Y 22.22% 17.8% -
5 Y 13.66% 14.4% -

Risk Mesasures (As on 23 Jan, 2019)

Std Dev Sharpe Beta Alpha
Fund 14.18 0.8 -3.13 1.06
Benchmark 0 0 0 0
Returns Compare with Others
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Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 19.95% 22.22% 13.66%
Invesco India Contra Fund - Growth 7.03% 13.85% 12.55%

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