SBI Contra Fund - Direct Plan - Growth
Expense Ratio: 0.68
Risk: Very High
Equity Scheme - Contra Fund
Plan: Direct
Benchmark: BSE 500 TRI
Inception: 06-05-2005
Exit Load: Nil
Fund Size:₹49,963.25 Cr
Performance
1Y
Fund-5.19%
Cat. Avg.-5.35%
2Y
Fund-3.45%
Cat. Avg.-3.03%
3Y
Fund9.75%
Cat. Avg.12.06%
5Y
Fund13.18%
Cat. Avg.12.47%
10Y
Fund15.06%
Cat. Avg.15.08%
SI
Fund14.81%
Cat. Avg.12.75%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | TREPS | 3674.37 | 7.76% |
| 2 | HDFC Bank Ltd. | 2429.70 | 5.13% |
| 3 | Reliance Industries Ltd. | 2292.48 | 4.84% |
| 4 | ICICI Bank Ltd. | 2046.51 | 4.32% |
| 5 | Biocon Ltd. | 1676.29 | 3.54% |
| 6 | Torrent Power Ltd. | 1270.92 | 2.68% |
| 7 | Indus Towers Ltd. | 1258.40 | 2.66% |
| 8 | Kotak Mahindra Bank Ltd. | 1256.33 | 2.65% |
| 9 | Punjab National Bank | 1235.97 | 2.61% |
| 10 | GAIL (India) Ltd. | 1067.02 | 2.25% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57850 | -3.6% | -7.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.17 L. | -2.6% | -2.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.81 L. | +0.8% | +0.5% |
| 5Y | 08 Nov, 21 | 3 L. | 3.84 L. | +28.0% | +10.0% |
| 10Y | 07 Nov, 16 | 6 L. | 14.31 L. | +138.4% | +16.7% |
| SI | 07 Jan, 13 | 8.30 L. | 27.05 L. | +225.9% | +15.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94812 | -5.2% | -5.2% |
| 2Y | 16 Oct, 24 | 1 L. | 93215 | -6.8% | -3.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.32 L. | +32.2% | +9.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.84 L. | +84.3% | +13.0% |
| 10Y | 17 Oct, 16 | 1 L. | 4.09 L. | +309.5% | +15.1% |
| SI | 02 Jan, 13 | 1 L. | 6.72 L. | +572.0% | +14.8% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.