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Fincash » Add Biller for SIP Transactions in IndusInd Bank

How to Add Biller for SIP Transactions in IndusInd Bank?

Updated on April 25, 2025 , 6072 views

SIP or Systematic Investment plan is an investment mode in Mutual Fund through which individuals deposit small amounts at regular intervals. One of the important points that individuals should understand here is, the amounts get deducted at regular intervals. As a consequence, to make sure that the entire SIP investment process takes place smoothly; individuals can add biller to their Bank accounts. For adding biller in the bank accounts, individuals require the Unique Registration Number or URN of the SIP which needs to be added to the bank account either through net banking or mobile banking process. The process of adding biller for each bank is different. So, let us check the process of adding biller for SIP transactions in IndusInd Bank.

Login to Your IndusInd Bank Account & Click on Bill Pay Option

The first step is almost similar in most of the banks in which individuals need to log into their bank accounts. Even in this case, you first need to log into your account using your login credentials. After logging in, once you reach the home screen, you need to click on Bill Payments tab which is on the top of the screen. The image for this step is given below where Bill Payments tab is highlighted in Green.

Step 1

Click on Manage Biller Tab & Select Add Biller Option

Once you click on Bill Payments, a new screen opens. In this screen, you need to click on the Manage Billers tab which is on the left side of the screen. Once, you click on Manage Biller option, the tab expands and in that tab, you need to click on Add Billers option. The image for this step is given below where Manage Billers and Add Billers option is highlighted in Green.

Step 2

Click on Mutual Fund Option & Select BSE Limited

Once you click on Add Biller in the previous step, you will be redirected to a new screen which shows as Type of Payment. In this section, there are various options such as Utility Payments, credit cards, insurance Premia, and much more. In this section, you need to click on the Mutual Fund option and select BSE Limited in the drop down next to it. After selecting BSE Limited option you need to click on Go option. The image for this step is given below where the Mutual Fund, BSE Limited, and Go Button are highlighted in Green.

Step 3

Enter URN Details

This is the important step in the add biller process. Once you click on Go, in this step, you are redirected to a new screen, in which you need to enter your URN and other details. You will receive this URN number for your SIP through email from Fincash once you make the initial payment. If you do not receive it then you can find the same from the My SIPs section of your Fincash Account. After getting the URN, you need to enter the same here and add other details. After entering the details, you need to click on Register option. The image for this step is given below where the URN details and Register button both are highlighted in Green.

Step 4

Summary Confirmation

Once you click on Register in the previous step, a new screen opens up in which you can see the summary of your details entered. In this step, you need to verify whether the details entered are correct or not. Once you verify with the details, then you need to click on Confirm. The image for this step is given below where the Confirm button is highlighted in Green.

Step 5

Biller Confirmation

In this step, you receive the biller confirmation stating that your biller has been added successfully. The image for this step is given below.

Step 6

Click on Schedule Payments & Select Edit Payments

Your process of adding biller doesn’t stop just by adding biller. Once you successfully add biller, then you need to click on the Schedule Payments tab which is on the left side of the screen. Once you click, on it the tab expands and shows multiple options under it. Here, you need to click on Edit Payments option. The image for this step is given below where the Schedule Payments tab and Edit Payments option both are highlighted in Green.

Step 7

Click Set Option in Modify AutoPay Screen

Once you click on Edit Payments, a new screen opens up in which you can see the Mutual Fund Biller added. You can also see the URN of the SIP against the biller. Here, you need to click on Set option against the Mutual Fund Biller. The image for this step is given below where the Set option is highlighted in Green.

Step 8

Enter Payments Details & Click on Go

In this step, you need to enter the payment details. Once you click on Set in the previous step, a new screen opens in which you need to enter the payment details. Here, against thePay Entire Bill Amount option, you need to select Yes option. Then you need to select the Payment Mode as Net Banking. Moreover, you need to select the bank account number from which you wish to make the payments. After entering all the details, you need to click on Go button which is at the bottom of the screen. The image for this step is given below where the Pay Entire Bill Amount option, Bank Account tab and Go button are highlighted in Green.

Step 9

Verification of Payment Details

Once you enter the payment details and click on Go, you are redirected to a new screen in which you can verify all the details that you have entered. If you find all the details are entered correctly, then you can click on Confirm. If not, then click on Back so that you can edit the relevant details. The image for this step is given below where the Confirm button is highlighted in Green.

Step 10

Confirmation of AutoPay Details

In this step, you get a confirmation about the AutoPay status. The image for this step is given below.

Step 11

Thus, from the above steps, it can be said that the process of adding biller for SIP transactions in IndusInd Bank is not difficult. By adding it, individuals can ensure that their SIP deductions take place in a timely manner. They just need to ensure that they have enough balance in their bank account.

Best SIPs to Invest to Earn Better Returns

Here are some of the recommend SIPs as per 5 year returns and AUM of more than INR 500 Cr

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Infrastructure Fund Growth ₹179.59
↓ -3.25
₹7,214 100 2-3.63.628.139.127.4
Nippon India Small Cap Fund Growth ₹154.934
↓ -3.50
₹55,491 100 -2.3-9.11.821.538.926.1
Motilal Oswal Midcap 30 Fund  Growth ₹93.0542
↓ -0.72
₹26,028 500 -4.2-10.51326.637.357.1
IDFC Infrastructure Fund Growth ₹46.926
↓ -1.10
₹1,563 100 0.6-6.20.525.836.139.3
SBI Contra Fund Growth ₹369.92
↓ -0.05
₹42,220 500 1.9-3.75.921.53618.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

1. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (25 Apr 25) ₹179.59 ↓ -3.25   (-1.78 %)
Net Assets (Cr) ₹7,214 on 31 Mar 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.14
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,670
31 Mar 22₹25,304
31 Mar 23₹30,899
31 Mar 24₹50,465
31 Mar 25₹54,540

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹791,728.
Net Profit of ₹491,728
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25

DurationReturns
1 Month 0.8%
3 Month 2%
6 Month -3.6%
1 Year 3.6%
3 Year 28.1%
5 Year 39.1%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.4%
2022 44.6%
2021 28.8%
2020 50.1%
2019 3.6%
2018 2.6%
2017 -14%
2016 40.8%
2015 2%
2014 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 177.75 Yr.
Sharmila D’mello30 Jun 222.67 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials36.49%
Basic Materials21.39%
Financial Services16.91%
Utility8.65%
Energy7.09%
Communication Services1.63%
Consumer Cyclical0.89%
Real Estate0.35%
Asset Allocation
Asset ClassValue
Cash5.98%
Equity93.39%
Debt0.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹649 Cr2,052,790
↑ 126,940
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹288 Cr2,695,324
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
4%₹268 Cr98,408
↓ -10,339
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
3%₹240 Cr1,990,000
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
3%₹226 Cr7,260,775
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
3%₹212 Cr1,225,000
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹210 Cr12,006,117
↑ 1,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹205 Cr1,709,486
↑ 100,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500295
3%₹194 Cr4,923,662
↑ 100,000
Cummins India Ltd (Industrials)
Equity, Since 31 May 17 | 500480
3%₹173 Cr635,000

2. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.6% since its launch.  Ranked 6 in Small Cap category.  Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (25 Apr 25) ₹154.934 ↓ -3.50   (-2.21 %)
Net Assets (Cr) ₹55,491 on 31 Mar 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.07
Information Ratio 0.53
Alpha Ratio -0.23
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹21,742
31 Mar 22₹31,334
31 Mar 23₹33,418
31 Mar 24₹51,907
31 Mar 25₹55,076

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746
Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25

DurationReturns
1 Month 2.2%
3 Month -2.3%
6 Month -9.1%
1 Year 1.8%
3 Year 21.5%
5 Year 38.9%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.1%
2022 48.9%
2021 6.5%
2020 74.3%
2019 29.2%
2018 -2.5%
2017 -16.7%
2016 63%
2015 5.6%
2014 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 178.16 Yr.
Kinjal Desai25 May 186.77 Yr.

Data below for Nippon India Small Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials22.17%
Consumer Cyclical13.91%
Financial Services13.54%
Basic Materials12.14%
Consumer Defensive8.89%
Technology8.65%
Health Care8.16%
Energy2.03%
Utility1.98%
Communication Services1.54%
Real Estate0.54%
Asset Allocation
Asset ClassValue
Cash6.04%
Equity93.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,152 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹924 Cr1,851,010
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹714 Cr4,472,130
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹655 Cr470,144
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹639 Cr31,784,062
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹627 Cr9,100,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹615 Cr2,499,222
NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA
1%₹563 Cr27,190,940
Adani Wilmar Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 543458
1%₹553 Cr22,483,343
↑ 183,343
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹521 Cr899,271

3. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.1% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (25 Apr 25) ₹93.0542 ↓ -0.72   (-0.77 %)
Net Assets (Cr) ₹26,028 on 31 Mar 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.47
Information Ratio 0.63
Alpha Ratio 8.9
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,888
31 Mar 22₹23,342
31 Mar 23₹25,677
31 Mar 24₹41,172
31 Mar 25₹48,151

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25

DurationReturns
1 Month 0.3%
3 Month -4.2%
6 Month -10.5%
1 Year 13%
3 Year 26.6%
5 Year 37.3%
10 Year
15 Year
Since launch 22.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 57.1%
2022 41.7%
2021 10.7%
2020 55.8%
2019 9.3%
2018 9.7%
2017 -12.7%
2016 30.8%
2015 5.2%
2014 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.41 Yr.
Niket Shah1 Jul 204.67 Yr.
Rakesh Shetty22 Nov 222.27 Yr.
Sunil Sawant1 Jul 240.67 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Mar 25

Equity Sector Allocation
SectorValue
Technology34.02%
Consumer Cyclical16.09%
Industrials11.09%
Health Care5%
Communication Services3.44%
Real Estate2.8%
Basic Materials2.32%
Utility2.06%
Financial Services0.09%
Asset Allocation
Asset ClassValue
Cash28.33%
Equity71.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹2,349 Cr3,190,000
↑ 340,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,254 Cr4,249,800
↑ 249,800
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
7%₹1,619 Cr35,027,075
↑ 26,975
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
7%₹1,581 Cr1,134,324
↑ 134,324
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹975 Cr9,969,361
↑ 1,913,231
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹934 Cr13,066,359
↑ 3,065,359
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
4%₹873 Cr1,800,000
↓ -820,200
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
3%₹825 Cr1,750,000
↓ -100,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
3%₹815 Cr6,250,000
↑ 174,429
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
3%₹768 Cr2,500,000
↑ 1,250,000

4. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 1 in Sectoral category.  Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (25 Apr 25) ₹46.926 ↓ -1.10   (-2.28 %)
Net Assets (Cr) ₹1,563 on 31 Mar 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 0.11
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹20,153
31 Mar 22₹24,848
31 Mar 23₹27,324
31 Mar 24₹47,064
31 Mar 25₹50,038

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25

DurationReturns
1 Month 2.1%
3 Month 0.6%
6 Month -6.2%
1 Year 0.5%
3 Year 25.8%
5 Year 36.1%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.3%
2022 50.3%
2021 1.7%
2020 64.8%
2019 6.3%
2018 -5.3%
2017 -25.9%
2016 58.7%
2015 10.7%
2014 -0.2%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.1 Yr.
Ritika Behera7 Oct 231.4 Yr.
Gaurav Satra7 Jun 240.73 Yr.

Data below for IDFC Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials54.7%
Utility13.22%
Basic Materials10.84%
Communication Services4.49%
Energy3.88%
Consumer Cyclical3.46%
Financial Services2.99%
Technology2.07%
Health Care1.9%
Asset Allocation
Asset ClassValue
Cash2.43%
Equity97.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹71 Cr443,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹58 Cr183,173
↑ 11,726
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
4%₹54 Cr452,706
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹52 Cr330,018
↑ 40,855
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
4%₹51 Cr50,452
↑ 3,476
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹45 Cr4,797,143
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹39 Cr365,137
↓ -69,842
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
3%₹39 Cr12,400,122
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹35 Cr1,431,700
KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 532714
3%₹35 Cr512,915

5. SBI Contra Fund

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 48 in Contra category.  Return for 2024 was 18.8% , 2023 was 38.2% and 2022 was 12.8% .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (24 Apr 25) ₹369.92 ↓ -0.05   (-0.01 %)
Net Assets (Cr) ₹42,220 on 31 Mar 25
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 0.07
Information Ratio 1.73
Alpha Ratio 0.22
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹20,310
31 Mar 22₹26,477
31 Mar 23₹29,993
31 Mar 24₹44,365
31 Mar 25₹47,483

SBI Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Apr 25

DurationReturns
1 Month 2.3%
3 Month 1.9%
6 Month -3.7%
1 Year 5.9%
3 Year 21.5%
5 Year 36%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.8%
2022 38.2%
2021 12.8%
2020 49.9%
2019 30.6%
2018 -1%
2017 -14.3%
2016 40.2%
2015 2.4%
2014 -0.1%
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 186.82 Yr.
Pradeep Kesavan1 Dec 231.25 Yr.

Data below for SBI Contra Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services22.65%
Technology8.84%
Basic Materials7.09%
Health Care7.08%
Energy6.82%
Consumer Cyclical5.38%
Utility5.12%
Consumer Defensive4.3%
Industrials4.21%
Communication Services3.01%
Real Estate0.52%
Asset Allocation
Asset ClassValue
Cash23.8%
Equity75.02%
Debt1.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
8%₹3,071 Cr17,724,629
↑ 5,001,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
4%₹1,480 Cr12,328,250
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK
3%₹1,219 Cr6,405,768
↑ 1,277,600
Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 532755
2%₹861 Cr5,786,409
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 532155
2%₹811 Cr51,993,788
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 28 Feb 23 | CTSH
2%₹786 Cr1,079,430
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | 532779
2%₹778 Cr6,163,300
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL
2%₹727 Cr52,995,525
State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN
2%₹706 Cr10,254,269
91 Days Tbill Red 24-04-2025
Sovereign Bonds | -
2%₹693 Cr70,000,000

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