DB
Dinesh BalachandranFund Manager Since 7 May 2018
EquityContra
SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl
3Y Annualised
24.93%
0.02% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.29%
0.02% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 1 months
NIFTY 50
4 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹47389.62 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
For exit within 1 year from the date of allotment – 1 %. For exit after 1 year from the date of allotment – Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl
3.01%
2nd
Kotak Contra Fund -Direct Reinvestment of Income Dis cum Cap wdrl
3.01%
3rd
Kotak Contra Fund - Growth - Direct
3.01%
4th
Kotak Contra Fund Growth
2.89%
5th
Kotak Contra Fund Reinvestment of Income Dis cum Cap wdrl
2.89%
17th
SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl
2.29%
Fund Managers
MJ
Mohit JainFund Manager Since 5 May 2018
About SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl
SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 26 years, having been launched on 1999-07-14. SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl has ₹47389.62 Cr worth of assets under management (AUM) as of Wed Jul 16 2025. The latest Net Asset Value (NAV) of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl as of Mon Jul 14 2025 is ₹67.0623. The fund has an expense ratio of 1.49%, which is medium comparable to most other Equity funds.
SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl returns for the last 1 year are 0.56%. Since launch, it has delivered 20.04% average annual returns.
The SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl has the majority of its money invested in Financial Services, Energy, Consumer Defensive, Healthcare, Utilities, Basic Materials, Communication Services sectors.
Top 5 Holdings of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl.
- HDFC Bank Ltd: 8.54%
- Reliance Industries Ltd: 6.24%
- ITC Ltd: 3.41%
- Kotak Mahindra Bank Ltd: 2.92%
- Punjab National Bank: 2.34%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 1999-07-14 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
What is the current NAV of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
What are the average returns of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
How do I invest in SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
What is the expense ratio of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
What are net assets under management (AUM) of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
What is the PE and PB ratio of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
What are the top 5 holdings of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
What are the top 3 sectors that SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl has invested in?
Who is the manager of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
What is the exit load of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
How to Redeem SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
Can I invest in SIP and a Lump Sum of SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl?
