SBI Contra Fund Direct Dividend Payout

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.)
₹ 253829
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
106.7349
(0.43 %)
NAV as on 2018-12-17
Returns
Fund
SBI Contra Fund Direct Dividend Payout
1 Year
-13.34%
3 Year
7.65%
5 Year
13.28%
AMC Details
amc launch date
Launch Date
29 Jun 1987
amc sponsor
Sponsor
NA
amc email
Email
partnerforlife@sbimf.com
amc phone
Phone
022 - 61793000
amc address
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 within 1 year
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,771
Portfolio Value
-229
Total Returns