Mutual Fund Details

SBI Contra Direct Plan-Growth

Equity Value Oriented

NAV

₹417.6378

as on 25 Jul 2024, 09:00 PM

₹1.4691(0.35%)

Last Change

Scheme Ratings

Value Oriented

5Y Returns

Value Oriented

Rankings based on 5Y Returns | as on 27 Jul 2024

SBI Contra Direct Plan-Growth

31.64%

JM Value Fund Direct Plan-Growth

29.90%

Bandhan Sterling Value Fund Direct Plan-Growth

27.87%

Templeton India Value Fund Direct Plan-Growth

27.01%

HSBC Value Fund Direct-Growth

26.94%

Schemes Managed By

Dinesh Balachandran

Fund Manager

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹2,13,361

₹2,18,962

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹1,18,962

Profit (absolute return)

118.96%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

10.18%

In the last 6 months

21.87%

In the last 1 year

46.15%

In the last 3 years

118.96%

In the last 5 years

295.91%

In the last 10 years

463.72%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

SBI Contra Direct Plan-Growth

as of 30 Jun 2024, 05:30 AM

₹34,366.43 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1% if redeemed within 1 year

0.61%

Expense Ratio

Plan

Growth

2.46%

Cash Holding

Benchmark

BSE 500 Total Return Index

Scheme Document

View

Benchmark

BSE 500 Total Return Index

Exit Load

Exit load of 1% if redeemed within 1 year

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Sector

Financial

23.65%

₹8,127.79 Cr

Energy

14.55%

₹5,000.80 Cr

Healthcare

7.17%

₹2,465.76 Cr

Metals & Mining

6.33%

₹2,174.84 Cr

Technology

6.23%

₹2,142.33 Cr

Others

42.06%

₹14,454.52 Cr

View All

Sectors Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Sector

Financial

23.65%

₹8,127.79 Cr

Energy

14.55%

₹5,000.80 Cr

Healthcare

7.17%

₹2,465.76 Cr

Metals & Mining

6.33%

₹2,174.84 Cr

Technology

6.23%

₹2,142.33 Cr

Others

42.06%

₹14,454.52 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

Nifty Bank

5.61%

₹1,927.96 Cr

Reserve Bank of India

5.47%

₹1,879.84 Cr

HDFC Bank Ltd.

4.62%

₹1,587.73 Cr

Kotak Mahindra Bank Ltd.

2.69%

₹924.46 Cr

GAIL (India) Ltd.

2.63%

₹903.84 Cr

Others

78.98%

₹27,142.60 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

Nifty Bank

5.61%

₹1,927.96 Cr

Reserve Bank of India

5.47%

₹1,879.84 Cr

HDFC Bank Ltd.

4.62%

₹1,587.73 Cr

Kotak Mahindra Bank Ltd.

2.69%

₹924.46 Cr

GAIL (India) Ltd.

2.63%

₹903.84 Cr

Others

78.98%

₹27,142.60 Cr

View All

Funds in this Category

This fund's returns:

29.76%

Return Duration

3 Years

JM Value Fund Direct Plan-Growth

Templeton India Value Fund Direct Plan-Growth

HSBC Value Fund Direct-Growth

About SBI Contra Direct Plan-Growth

SBI Contra Direct Plan-Growth is a Equity mutual fund scheme from SBI Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund manager Dinesh Balachandran. It has an AUM of ₹34,366.43 Crores and the latest NAV decalared is ₹417.638 as on 27 Jul 2024 at 10:14 am.

SBI Contra Direct Plan-Growth scheme return performance in last 1 year is 46.15%, in last 3 years is 118.96% and 601.32% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.