SBI Contra Direct Plan-IDCW
SBI Contra Direct Plan-IDCW: Mutual Fund Overview
SBI Contra Direct Plan-IDCW is an Value Oriented mutual fund with over 13.22 years of performance history. The scheme manages an AUM of ₹49111.49 Cr and has a NAV of ₹83.3063. It is rated '5' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 2.48%.
Equity, Value Oriented, Principal at very high risk
1 Year Return 2.48% at 24 Mar 2026 04:07 PM
Fund Details
NAV 83.3063
Sub-Type Value Oriented
Rating 5
Min. SIP Amount ₹500.0
Fund Age(Year) 13.22
Fund Size(in Crores) 49111.49
Fund Performance
1 Month -8.18%
3 Month -8.77%
6 Month -6.54%
1 Year 2.48%
3 Year 18.14%
5 Year 19.69%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-Growth Ret 1M -10.84% Ret 1Y -1.9% Ret 3Y 17.35% Ret 5Y 13.95%
Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-IDCW Ret 1M -10.84% Ret 1Y -1.9% Ret 3Y 17.35% Ret 5Y 13.95%
Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-IDCW Reinvestment Ret 1M -10.84% Ret 1Y -1.9% Ret 3Y 17.35% Ret 5Y 13.95%
Equity, Flexi Cap funds Axis Nifty500 Value 50 Index Fund Regular-Growth Ret 1M -10.39% Ret 1Y 12.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Value Fund Regular-Growth Ret 1M -11.39% Ret 1Y 1.17% Ret 3Y 19.93% Ret 5Y 0%
Equity, Flexi Cap funds Axis Value Fund Regular-IDCW Payout Ret 1M -11.39% Ret 1Y 1.17% Ret 3Y 19.93% Ret 5Y 0%
Equity, Flexi Cap funds Axis Value Fund Regular-IDCW Reinvestment Ret 1M -11.39% Ret 1Y 1.17% Ret 3Y 19.93% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Nifty 500 Value 50 Index Fund Regular-Growth Ret 1M -10.53% Ret 1Y 11.98% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Value Fund Regular-Growth Ret 1M -11.24% Ret 1Y -3.25% Ret 3Y 13.75% Ret 5Y 15.69%
Equity, Flexi Cap funds Bandhan Value Fund Regular-IDCW Ret 1M -11.24% Ret 1Y -3.25% Ret 3Y 13.75% Ret 5Y 15.69%
Equity, Flexi Cap funds Bandhan Value Fund Regular-IDCW Reinvestment Ret 1M -11.24% Ret 1Y -3.25% Ret 3Y 13.75% Ret 5Y 15.69%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.75%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dinesh Balachandran
Education Mr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.
Experience Prior to joining SBI Funds Management Pvt. Ltd. he has worked with Fidelity Investments, USA.
Pradeep Kesavan
Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 19
Date of Incorporation 2013-01-01
Total AUM 1268212.63
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
SBI Contra Direct Plan-IDCW FAQs
How to invest in SBI Contra Direct Plan-IDCW?
Investing in SBI Contra Direct Plan-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI Contra Direct Plan-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI Contra Direct Plan-IDCW?
The term expense ratio for SBI Contra Direct Plan-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI Contra Direct Plan-IDCW is 0.75% as of 24 Mar 2026.
What is the NAV of SBI Contra Direct Plan-IDCW?
The NAV of SBI Contra Direct Plan-IDCW is ₹83.3063 as of 24 Mar 2026.
What is the AUM of SBI Contra Direct Plan-IDCW?
The AUM (Assets Under Management) of SBI Contra Direct Plan-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI Contra Direct Plan-IDCW is ₹49111.49 Cr as of 24 Mar 2026.
What is the PE and PB ratio of SBI Contra Direct Plan-IDCW?
The PE ratio of SBI Contra Direct Plan-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI Contra Direct Plan-IDCW?
Yes, you can invest in SBI Contra Direct Plan-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI Contra Direct Plan-IDCW in the last 5 years?
The return of SBI Contra Direct Plan-IDCW in the last 5 years is 19.69%.
What is the minimum SIP investment required in SBI Contra Direct Plan-IDCW?
The minimum SIP investment in SBI Contra Direct Plan-IDCW depends on the fund's scheme rules and usually starts at a small amount. For SBI Contra Direct Plan-IDCW, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI Contra Direct Plan-IDCW?
The NAV of SBI Contra Direct Plan-IDCW, as of 24 Mar 2026, is ₹83.3063.
Who manages the SBI Contra Direct Plan-IDCW?
The fund managers responsible for SBI Contra Direct Plan-IDCW are:
- Dinesh Balachandran
- Pradeep Kesavan