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Fund Overview of SBI Contra Direct Plan-idcw
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₹47,263.1 CrAUM
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₹86.69NAV
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0.85%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of SBI Contra Direct Plan-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.02% | NA | 1.76% |
| 6 Months | -4.58% | NA | 9.97% |
| 1 Year | -1.25% | -1.25% | -3.45% |
| 2 Years | 2.41% | 1.20% | 21.19% |
| 3 Years | 52.35% | 15.07% | 21.16% |
| 5 Years | 125.23% | 17.63% | 24.80% |
| 7 Years | 264.11% | 20.28% | NA |
| 10 Years | 356.08% | 16.39% | 15.43% |
Compare SBI Contra Direct Plan-idcw with other mutual funds in the same category
SBI Contra Direct Plan-idcw
HSBC Value Fund Direct-growth
HSBC Value Fund Direct-idcw
Asset Allocation
equities
92.15%debt instruments
4.05%other assets or cash equivalents
2.86%SBI Contra Direct Plan-idcw is one Equity mutual fund offered by SBI Mutual Fund. the fund aims Long term capital appreciation. Investments in a diversified portfolio of equity and equity related securities following a contrarian investment strategy It manages assets worth ₹47,263.1 crore as on Sun May 31, 2026. The expense ratio stands at 0.85%. Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Contra Direct Plan-idcw
The portfolio allocation consists of 92.15% in equities, 4.05% in debt instruments, 2.86% in other assets or cash equivalents.Managed by Dinesh Balachandran, it has delivered a return of -1.25% in the last year, a total return since inception of 15.43%.
Based on investment horizon individuals often review which sip is best as part of their long-term financial strategy.
Key Metrics of SBI Contra Direct Plan-idcw
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Standard Deviation14.49%
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Sharpe Ratio0.70%
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Alpha2.89%
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Beta0.92%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
HSBC Value Fund Direct-growth  |
₹14,548 | 2.45% | 6.77% | 4.72% | 20.81% | 18.85% |
| HSBC Value Fund Direct-idcw |
₹14,548 | 2.45% | 6.77% | 4.72% | 20.81% | 18.85% |
| HSBC Value Fund-growth |
₹14,548 | 2.36% | 6.51% | 3.71% | 19.66% | 17.72% |
| HSBC Value Fund-idcw |
₹14,548 | 2.36% | 6.51% | 3.71% | 19.66% | 17.72% |
| SBI Contra Direct Plan-growth |
₹47,263 | 0.95% | 3.02% | -1.25% | 15.07% | 17.63% |
| SBI Contra Direct Plan-idcw |
₹47,263 | 0.95% | 3.02% | -1.25% | 15.07% | 17.63% |
| ICICI Prudential Value Direct-growth |
₹58,954 | 1.14% | 1.19% | -0.16% | 16.65% | 17.24% |
| ICICI Prudential Value Direct-idcw |
₹58,954 | 1.14% | 1.19% | -0.16% | 16.65% | 17.24% |
| Nippon India Value Fund Direct-growth |
₹8,821 | 2.37% | 6.14% | 1.43% | 18.74% | 16.81% |
| Nippon India Value Fund Direct-idcw |
₹8,821 | 2.37% | 6.14% | 1.43% | 18.74% | 16.81% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
SBI Contra Direct Plan-growth
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₹47,263 | 0.95% | 3.02% | -4.58% | -1.25% | 15.07% |
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SBI Contra Fund-growth
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₹47,263 | 0.89% | 2.83% | -4.94% | -2.02% | 14.06% |
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SBI Contra Fund-idcw
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₹47,263 | 0.89% | 2.83% | -4.94% | -2.02% | 14.06% |
|
SBI Nifty200 Value 30 Etf-growth
|
₹6 | - | - | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Value Fund-growth |
₹58,954 | ₹462.40 | 16.03% | 16.62% | 14.78% |
| ICICI Prudential Value Direct-growth |
₹58,954 | ₹510.45 | 16.65% | 17.24% | 15.55% |
| ICICI Prudential Value Fund-idcw |
₹58,954 | ₹34.98 | 16.03% | 16.62% | 14.78% |
| ICICI Prudential Value Direct-idcw |
₹58,954 | ₹115.24 | 16.65% | 17.24% | 15.55% |
| SBI Contra Direct Plan-growth |
₹47,263 | ₹410.77 | 15.07% | 17.63% | 16.39% |
| SBI Contra Fund-growth |
₹47,263 | ₹373.44 | 14.06% | 16.63% | 15.53% |
| SBI Contra Fund-idcw |
₹47,263 | ₹64.76 | 14.06% | 16.63% | 15.53% |
| SBI Contra Direct Plan-idcw |
₹47,263 | ₹86.69 | 15.07% | 17.63% | 16.39% |
| Invesco India Contra Fund Direct-growth |
₹19,519 | ₹156.00 | 17.27% | 15.12% | 16.92% |
| Invesco India Contra Fund Regular-growth |
₹19,519 | ₹131.77 | 15.96% | 13.79% | 15.44% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 11.78% | ₹5,568.65 Cr |
| Put Nifty 30-jun-2026 23000 | Financial | 7.54% | ₹3,562.95 Cr |
| Hdfc Bank Ltd | Financial | 5.82% | ₹2,750.72 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.95% | ₹2,340.85 Cr |
| Biocon Ltd | Healthcare | 3.63% | ₹1,717.77 Cr |
| Icici Bank Ltd | Financial | 3.58% | ₹1,693.82 Cr |
| Indus Towers Ltd | Technology | 2.78% | ₹1,315.24 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.60% | ₹1,230.55 Cr |
| Punjab National Bank | Financial | 2.60% | ₹1,228.56 Cr |
| Torrent Power Ltd | Energy & Utilities | 2.50% | ₹1,179.55 Cr |
| Tata Steel Ltd | Materials | 2.29% | ₹1,083.10 Cr |
| Gail (india) Ltd | Energy & Utilities | 2.14% | ₹1,011.96 Cr |
| Itc Ltd | Consumer Staples | 1.88% | ₹889.81 Cr |
| Dabur India Ltd | Consumer Staples | 1.77% | ₹835.66 Cr |
| Tech Mahindra Ltd | Technology | 1.66% | ₹785.83 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 1.62% | ₹765.72 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.44% | ₹681.80 Cr |
| State Bank Of India | Financial | 1.43% | ₹675.13 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 1.42% | ₹670.05 Cr |
| Hindalco Industries Ltd | Materials | 1.34% | ₹635.46 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HSBC Value Fund Direct-growth |
₹127.88 | 20.81% | 18.85% | - |
| HSBC Value Fund Direct-idcw |
₹63.28 | 20.81% | 18.85% | - |
| HSBC Value Fund-growth |
₹113.56 | 19.66% | 17.72% | - |
| HSBC Value Fund-idcw |
₹49.21 | 19.66% | 17.72% | - |
| SBI Contra Direct Plan-growth |
₹410.77 | 15.07% | 17.63% | - |
| SBI Contra Direct Plan-idcw |
₹86.69 | 15.07% | 17.63% | - |
| ICICI Prudential Value Direct-growth |
₹510.45 | 16.65% | 17.24% | - |
| ICICI Prudential Value Direct-idcw |
₹115.24 | 16.65% | 17.24% | - |
| Nippon India Value Fund Direct-growth |
₹247.74 | 18.74% | 16.81% | - |
| Nippon India Value Fund Direct-idcw |
₹65.43 | 18.74% | 16.81% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Contra Direct Plan-idcw
What is the current AUM of SBI Contra Direct Plan-idcw?
As of Sun May 31, 2026, SBI Contra Direct Plan-idcw manages assets worth ₹47,263.1 crore
How has SBI Contra Direct Plan-idcw performed recently?
- 3 Months: 3.02%
- 6 Months: -4.58%
What is the long-term performance of SBI Contra Direct Plan-idcw?
- 3 Years CAGR: 15.07%
- 5 Years CAGR: 17.63%
- Since Inception: 15.43%
What is the portfolio composition of SBI Contra Direct Plan-idcw?
Equity: 92.15%, Debt: 4.05%, Others: 2.86%.
Who manages SBI Contra Direct Plan-idcw?
SBI Contra Direct Plan-idcw is managed by Dinesh Balachandran from SBI Mutual Fund.
What is the market-cap allocation of SBI Contra Direct Plan-idcw?
Large Cap: 56.78%, Mid Cap: 26.12%, Small Cap: 17.10%.
Which are the top companies SBI Contra Direct Plan-idcw has invested in?
- Repo – 11.78% of the fund's portfolio
- PUT NIFTY 30-Jun-2026 23000 – 7.54% of the fund's portfolio
- HDFC Bank Ltd – 5.82% of the fund's portfolio
- Reliance Industries Ltd – 4.95% of the fund's portfolio
- Biocon Ltd – 3.63% of the fund's portfolio
Which are the major sectors SBI Contra Direct Plan-idcw focuses on?
- Financial – 25.19% of the fund's portfolio
- Unspecified – 11.78% of the fund's portfolio
- Energy & Utilities – 9.59% of the fund's portfolio
- Healthcare – 5.05% of the fund's portfolio
- Technology – 4.45% of the fund's portfolio
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