SBI Contra Fund Direct
Scheme Type
Open-ended
Scheme Category
Contra
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 1484.58
Expense Ratio
1.47%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 264353
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
29 Jun 1987
Sponsor
NA
Email
partnerforlife@sbimf.com
Phone
022 - 61793000
Address
191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy
Suitability
This product is suitable for investors who are seeking
• Long term investmentEquity
• Investments in contrarian stocks which are currently out of favour in the market to provide maximum growth opportunities.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,735
Portfolio Value
₹-265
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.