SBI Contra Fund
Value & ContraVery HighOPEN-ENDED
- NAV as on 24 Sep 2026
- ₹368.38-1.35%1 day
- Return since launch
- 15.7%
- 52-week range
- ₹346.96 — ₹401.63
- AUM
- ₹47,589 Cr
SBI Contra Fund is a Value & Contra equity fund from SBI Mutual Fund with ₹47,589 Cr under management, launched in 2005. Over three years it has returned 1.6% a year, against 11.9% for its category. The expense ratio is 1.61% and the SEBI riskometer reading is Very High.
Performance
SBI Contra Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -0.3% against +2.1% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | -5.9% | −8.2 pts | 2.4% | -2.2% |
| 2Y | -2.3% | −3.6 pts | 1.4% | 0.3% |
| 3Y | 1.6% | −10.3 pts | 11.9% | 3.6% |
| 5Y | 10.3% | −1.2 pts | 11.5% | 10.2% |
| 7Y | 17.3% | +2.5 pts | 14.8% | 13.9% |
| 10Y | 16.3% | +3.4 pts | 12.9% | 12.9% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -3.0% | +0.1 pts | -3.2% | -3.5% |
| 3M | -1.2% | −0.4 pts | -0.8% | -1.1% |
| 6M | 2.3% | −6.3 pts | 8.7% | 7.7% |
| 1Y | -2.7% | −5.1 pts | 2.4% | 0.8% |
| 2Y | -4.4% | −1.4 pts | -3.0% | -3.4% |
| 3Y | 9.8% | −2.1 pts | 11.9% | 11.1% |
| 5Y | 13.5% | +1.9 pts | 11.5% | 10.8% |
| 7Y | 20.2% | +4.2 pts | 15.9% | 14.8% |
| 10Y | 14.3% | +1.4 pts | 12.9% | 12.0% |
Since launch (9 May 2005): 15.7%
Calendar-year returns
Category average30.6%
49.9%
12.8%
38.2%
18.8%
6.1%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 6.1% | +0.4 pts | 5.8% |
| 2024 | 18.8% | −3.4 pts | 22.2% |
| 2023 | 38.2% | +2.9 pts | 35.3% |
| 2022 | 12.8% | +5.3 pts | 7.5% |
| 2021 | 49.9% | +12.4 pts | 37.6% |
| 2020 | 30.6% | +13.5 pts | 17.1% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.61%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.26%
- Brokerage
- 0.02%
- Transaction charges
- 0.01%
- Statutory levies
- 0.32%
- Exit load
- Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE 500 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 0.13 | 5.39 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.90 | 0.98 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.45 | 0.77 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.59 | 1.08 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 14.06 | 16.29 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
SBI Contra Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity94.7%
- Debt2.7%
- Other2.5%
Market cap split
- Large56.9%
- Mid28.2%
- Small14.9%
- P/E
- 16.92
- P/B
- 2.25
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Reliance Industries Ltd. | Energy | 4.75% | ₹2,263 Cr | +4.95% | +5.03% | +5.74% |
| ICICI Bank Ltd. | Financial | 4.55% | ₹2,164 Cr | +0.38% | +1.96% | +1.58% |
| HDFC Bank Ltd. | Financial | 4.54% | ₹2,159 Cr | +5.82% | +7.31% | +8.25% |
| Biocon Ltd. | Healthcare | 3.47% | ₹1,651 Cr | +3.63% | +3.18% | +2.15% |
| Nifty Bank | Financial | 2.92% | ₹1,389 Cr | — | — | +0.06% |
| Kotak Mahindra Bank Ltd. | Financial | 2.87% | ₹1,367 Cr | +2.60% | +2.71% | +2.69% |
| Punjab National Bank | Financial | 2.78% | ₹1,323 Cr | +2.60% | +3.05% | +2.17% |
| Indus Towers Ltd. | Communication | 2.62% | ₹1,249 Cr | +0.17% | +2.60% | -0.55% |
| Nifty 50 | Financial | 2.55% | ₹1,213 Cr | +7.54% | +7.74% | +8.24% |
| GAIL (India) Ltd. | Energy | 2.29% | ₹1,092 Cr | +2.14% | +2.12% | +1.93% |
| Torrent Power Ltd. | Energy | 2.29% | ₹1,091 Cr | +2.50% | +2.09% | +1.71% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 2.12% | ₹1,007 Cr | +1.62% | +1.54% | +1.07% |
| Tata Steel Ltd. | Metals & Mining | 2.02% | ₹960 Cr | +2.29% | +3.20% | +1.92% |
| Tech Mahindra Ltd. | Technology | 1.81% | ₹862 Cr | +1.66% | +1.46% | +1.33% |
| State Bank of India | Financial | 1.67% | ₹795 Cr | +1.43% | -0.01% | +0.86% |
| ITC Ltd. | Consumer Staples | 1.67% | ₹792 Cr | +1.88% | +1.98% | +2.72% |
| Others | Others | 1.57% | ₹747 Cr | +2.70% | +0.96% | +4.15% |
| Dabur India Ltd. | Consumer Staples | 1.51% | ₹718 Cr | +1.77% | +1.99% | +1.92% |
| Aster DM Quality Care Ltd. | Healthcare | 1.46% | ₹695 Cr | +1.42% | +1.23% | +1.19% |
| JSW Infrastructure Ltd. | Services | 1.43% | ₹680 Cr | — | — | — |
| Bajaj Auto Ltd. | Automobile | 1.42% | ₹676 Cr | -0.01% | +1.32% | +1.21% |
| Cognizant Technology Solutions Corp. | Technology | 1.40% | ₹665 Cr | +1.21% | +1.29% | +1.47% |
| Axis Bank Ltd. | Financial | 1.34% | ₹638 Cr | +1.34% | +1.38% | +1.10% |
| Delhivery Ltd. | Services | 1.33% | ₹633 Cr | +0.87% | +0.63% | +0.72% |
| Bandhan Bank Ltd. | Financial | 1.32% | ₹626 Cr | +0.07% | +0.56% | +0.53% |
| Tata Motors Ltd. | Automobile | 1.23% | ₹584 Cr | +1.00% | +1.28% | — |
| Hindalco Industries Ltd. | Metals & Mining | 1.20% | ₹573 Cr | -0.02% | +1.51% | +1.21% |
| Bharti Airtel Ltd. | Communication | 1.20% | ₹571 Cr | +1.22% | +1.21% | +1.28% |
| Samvardhana Motherson International Ltd. | Automobile | 1.19% | ₹568 Cr | +0.93% | +0.81% | +0.60% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | 1.19% | ₹565 Cr | +1.17% | +1.46% | +1.13% |
| Oil And Natural Gas Corporation Ltd. | Energy | 1.16% | ₹554 Cr | +1.34% | +1.36% | +1.20% |
| Cipla Ltd. | Healthcare | 1.14% | ₹541 Cr | +1.14% | +1.05% | +1.31% |
| Maruti Suzuki India Ltd. | Automobile | 1.12% | ₹533 Cr | +1.09% | -0.01% | +1.25% |
| FSN E-Commerce Ventures Ltd. | Services | 1.10% | ₹525 Cr | -0.82% | +2.40% | +2.19% |
| NHPC Ltd. | Energy | 1.08% | ₹514 Cr | — | — | — |
| EPAM Systems Inc | Technology | 1.07% | ₹511 Cr | +0.94% | +1.19% | +1.09% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | 1.06% | ₹506 Cr | +1.03% | +0.97% | +0.80% |
| Indian Oil Corporation Ltd. | Energy | 1.05% | ₹502 Cr | +1.07% | +1.38% | +1.06% |
| UPL Ltd. | Chemicals | 1.03% | ₹492 Cr | +1.06% | +0.26% | — |
| company:17109 | Services | 0.99% | ₹472 Cr | — | — | — |
| Embassy Office Parks REIT | Construction | 0.97% | ₹461 Cr | +0.95% | +0.91% | +0.87% |
| United Spirits Ltd. | Consumer Staples | 0.92% | ₹438 Cr | +0.79% | +0.83% | +0.83% |
| Larsen & Toubro Ltd. | Construction | 0.85% | ₹407 Cr | +0.87% | 0.00% | +0.78% |
| JSW Energy Ltd. | Capital Goods | 0.82% | ₹392 Cr | +0.95% | — | — |
| JSW Steel Ltd. | Metals & Mining | 0.80% | ₹379 Cr | +0.78% | — | — |
| Grasim Industries Ltd. | Materials | 0.79% | ₹376 Cr | +0.74% | 0.00% | +0.66% |
| Whirlpool Of India Ltd. | Consumer Discretionary | 0.68% | ₹324 Cr | +0.70% | +0.76% | +1.13% |
| Mankind Pharma Ltd. | Healthcare | 0.68% | ₹321 Cr | +0.67% | +0.61% | +0.70% |
| Gland Pharma Ltd. | Healthcare | 0.67% | ₹321 Cr | +0.53% | +0.30% | +0.33% |
| CESC Ltd. | Energy | 0.67% | ₹319 Cr | +0.84% | +0.70% | +0.71% |
| Petronet LNG Ltd. | Energy | 0.67% | ₹317 Cr | +2.00% | +2.30% | +2.02% |
| Infosys Ltd. | Technology | 0.66% | ₹314 Cr | +0.68% | +0.73% | +0.95% |
| Prism Johnson Ltd. | Materials | 0.66% | ₹313 Cr | +0.54% | +0.25% | +0.30% |
| Grindwell Norton Ltd. | Metals & Mining | 0.64% | ₹303 Cr | +0.31% | +0.27% | +0.27% |
| company:1333 | Consumer Staples | 0.63% | ₹299 Cr | — | — | — |
| Reserve Bank of India | Financial | 0.62% | ₹297 Cr | +1.05% | +0.20% | +0.21% |
| Neogen Chemicals Ltd. | Chemicals | 0.58% | ₹275 Cr | +0.49% | +0.37% | +0.24% |
| Aurobindo Pharma Ltd. | Healthcare | 0.56% | ₹269 Cr | +0.35% | +0.31% | +0.11% |
| Wipro Ltd. | Technology | 0.56% | ₹268 Cr | +0.29% | +0.61% | +0.80% |
| Nuvoco Vistas Corporation Ltd. | Materials | 0.56% | ₹267 Cr | +0.62% | +0.56% | +0.82% |
| Ashiana Housing Ltd. | Construction | 0.55% | ₹264 Cr | +0.55% | +0.47% | +0.48% |
| Life Insurance Corporation of India | Insurance | 0.54% | ₹259 Cr | +0.54% | +0.54% | +0.57% |
| NMDC Ltd. | Metals & Mining | 0.53% | ₹252 Cr | +0.53% | +0.47% | +0.42% |
| Equitas Small Finance Bank Ltd. | Financial | 0.51% | ₹245 Cr | +0.49% | +0.43% | +0.36% |
| Hero Motocorp Ltd. | Automobile | 0.51% | ₹245 Cr | +0.47% | +0.52% | +0.49% |
| Tata Consultancy Services Ltd. | Technology | 0.47% | ₹224 Cr | +0.45% | +0.50% | +0.62% |
| K.P.R. Mill Ltd. | Textiles | 0.47% | ₹222 Cr | +0.39% | +0.34% | +0.40% |
| Lupin Ltd. | Healthcare | 0.46% | ₹218 Cr | +0.48% | +0.47% | +0.40% |
| Carborundum Universal Ltd. | Metals & Mining | 0.42% | ₹201 Cr | +0.20% | +0.15% | +0.18% |
| Rallis India Ltd. | Chemicals | 0.40% | ₹190 Cr | +0.47% | +0.52% | +0.69% |
| The Ramco Cements Ltd. | Materials | 0.39% | ₹185 Cr | +0.39% | +0.48% | +0.47% |
| ACC Ltd. | Materials | 0.39% | ₹184 Cr | +0.43% | +0.47% | +0.56% |
| HDFC Asset Management Company Ltd. | Financial | 0.36% | ₹170 Cr | +0.37% | +0.36% | +0.38% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | 0.34% | ₹161 Cr | +0.25% | +0.27% | +0.13% |
| GR Infraprojects Ltd. | Construction | 0.33% | ₹158 Cr | +0.34% | +0.35% | +0.48% |
| Disa India Ltd. | Capital Goods | 0.29% | ₹139 Cr | +0.28% | +0.29% | +0.33% |
| Wendt (India) Ltd. | Metals & Mining | 0.29% | ₹136 Cr | +0.24% | +0.16% | +0.24% |
| Indian Energy Exchange Ltd. | Services | 0.28% | ₹135 Cr | +0.30% | +0.29% | +0.33% |
| Syngene International Ltd. | Healthcare | 0.24% | ₹114 Cr | — | — | — |
| Timken India Ltd. | Capital Goods | 0.24% | ₹114 Cr | +0.28% | +0.26% | +0.22% |
| Ingersoll-Rand (India) Ltd. | Capital Goods | 0.23% | ₹111 Cr | +0.21% | +0.19% | +0.19% |
| HCL Technologies Ltd. | Technology | 0.21% | ₹101 Cr | +0.88% | +1.00% | +1.10% |
| V-Guard Industries Ltd. | Consumer Discretionary | 0.20% | ₹93.74 Cr | +0.18% | +0.17% | +0.21% |
| Sanofi India Ltd. | Healthcare | 0.17% | ₹78.59 Cr | +0.16% | +0.20% | +0.28% |
| Gateway Distriparks Ltd. | Services | 0.11% | ₹53.44 Cr | +0.12% | +0.12% | +0.14% |
| Bank of India | Financial | 0.10% | ₹46.53 Cr | +0.10% | -0.15% | +0.52% |
| Greenply Industries Ltd. | Materials | 0.08% | ₹39.18 Cr | +0.07% | +0.06% | +0.09% |
| Motherson Sumi Wiring India Ltd. | Automobile | 0.08% | ₹38.95 Cr | +0.09% | +0.09% | +0.09% |
| Automotive Axles Ltd. | Automobile | 0.07% | ₹34.57 Cr | +0.07% | +0.08% | +0.07% |
| Sula Vineyards Ltd. | Consumer Staples | 0.06% | ₹29.98 Cr | +0.07% | +0.07% | +0.11% |
| NMDC Steel Ltd. | Metals & Mining | 0.03% | ₹12.04 Cr | +0.02% | +0.02% | +0.02% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| ICICI Bank Ltd. | -0.00% | 4.55% | +4.55% |
| Nifty 50 | 5.62% | 2.55% | -3.08% |
| Tata Steel Ltd. | -0.00% | 2.02% | +2.02% |
| Tech Mahindra Ltd. | -0.02% | 1.81% | +1.84% |
| Petronet LNG Ltd. | 1.02% | -0.02% | -1.03% |
| Tata Motors Passenger Vehicles Ltd. | 0.07% | 1.06% | +1.00% |
| company:17109 | 0.00% | 0.99% | +0.99% |
| company:1333 | 0.00% | 0.63% | +0.63% |
| Others | 0.58% | 0.04% | -0.54% |
| Reserve Bank of India | 1.03% | 0.62% | -0.41% |
| Torrent Power Ltd. | 2.63% | 2.29% | -0.34% |
| Kotak Mahindra Bank Ltd. | 2.59% | 2.87% | +0.28% |
| Syngene International Ltd. | 0.02% | 0.24% | +0.22% |
| Cognizant Technology Solutions Corp. | 1.18% | 1.40% | +0.22% |
| HDFC Bank Ltd. | 4.72% | 4.54% | -0.18% |
| Steel Authority Of India Ltd. | 0.18% | 0.00% | -0.18% |
| Prism Johnson Ltd. | 0.48% | 0.66% | +0.17% |
| Samvardhana Motherson International Ltd. | 1.04% | 1.19% | +0.15% |
| ITC Ltd. | 1.81% | 1.67% | -0.14% |
| Dabur India Ltd. | 1.65% | 1.51% | -0.14% |
| JSW Infrastructure Ltd. | 1.29% | 1.43% | +0.13% |
| EPAM Systems Inc | 0.95% | 1.07% | +0.13% |
| Aster DM Quality Care Ltd. | 1.57% | 1.46% | -0.11% |
| Tata Motors Ltd. | 1.12% | 1.23% | +0.11% |
| Gland Pharma Ltd. | 0.58% | 0.67% | +0.10% |
| Axis Bank Ltd. | 1.25% | 1.34% | +0.09% |
| Bajaj Auto Ltd. | 1.33% | 1.42% | +0.09% |
| Bharti Airtel Ltd. | 1.29% | 1.20% | -0.09% |
| CESC Ltd. | 0.75% | 0.67% | -0.08% |
| Punjab National Bank | 2.71% | 2.78% | +0.08% |
| State Bank of India | 1.60% | 1.67% | +0.07% |
| Grasim Industries Ltd. | 0.72% | 0.79% | +0.07% |
| Bandhan Bank Ltd. | 1.38% | 1.32% | -0.07% |
| Biocon Ltd. | 3.53% | 3.47% | -0.07% |
| Hindalco Industries Ltd. | 1.14% | 1.20% | +0.06% |
| Nifty Bank | 2.86% | 2.92% | +0.06% |
| UPL Ltd. | 1.10% | 1.03% | -0.06% |
| K.P.R. Mill Ltd. | 0.41% | 0.47% | +0.06% |
| Delhivery Ltd. | 1.39% | 1.33% | -0.06% |
| Neogen Chemicals Ltd. | 0.52% | 0.58% | +0.05% |
| Aurobindo Pharma Ltd. | 0.51% | 0.56% | +0.05% |
| Reliance Industries Ltd. | 4.80% | 4.75% | -0.05% |
| JSW Energy Ltd. | 0.86% | 0.82% | -0.04% |
| Mahindra & Mahindra Financial Services Ltd. | 2.16% | 2.12% | -0.04% |
| Lupin Ltd. | 0.50% | 0.46% | -0.04% |
| Maruti Suzuki India Ltd. | 1.16% | 1.12% | -0.04% |
| Oil And Natural Gas Corporation Ltd. | 1.20% | 1.16% | -0.04% |
| Nuvoco Vistas Corporation Ltd. | 0.60% | 0.56% | -0.04% |
| Cipla Ltd. | 1.17% | 1.14% | -0.03% |
| Larsen & Toubro Ltd. | 0.82% | 0.85% | +0.03% |
| JSW Steel Ltd. | 0.76% | 0.80% | +0.03% |
| Ingersoll-Rand (India) Ltd. | 0.21% | 0.23% | +0.03% |
| Ashiana Housing Ltd. | 0.58% | 0.55% | -0.03% |
| NMDC Ltd. | 0.50% | 0.53% | +0.03% |
| Indian Energy Exchange Ltd. | 0.31% | 0.28% | -0.02% |
| Carborundum Universal Ltd. | 0.40% | 0.42% | +0.02% |
| Indus Towers Ltd. | 2.60% | 2.62% | +0.02% |
| Grindwell Norton Ltd. | 0.66% | 0.64% | -0.02% |
| E.I.D. - Parry (India) Ltd. | 0.32% | 0.34% | +0.02% |
| V-Guard Industries Ltd. | 0.18% | 0.20% | +0.02% |
| ICICI Prudential Life Insurance Company Ltd. | 1.17% | 1.19% | +0.02% |
| ACC Ltd. | 0.41% | 0.39% | -0.02% |
| GAIL (India) Ltd. | 2.31% | 2.29% | -0.02% |
| FSN E-Commerce Ventures Ltd. | -0.51% | -0.53% | -0.02% |
| Embassy Office Parks REIT | 0.95% | 0.97% | +0.01% |
| Rallis India Ltd. | 0.41% | 0.40% | -0.01% |
| Hero Motocorp Ltd. | 0.50% | 0.51% | +0.01% |
| Tata Consultancy Services Ltd. | 0.46% | 0.47% | +0.01% |
| NHPC Ltd. | 1.09% | 1.08% | -0.01% |
| The Ramco Cements Ltd. | 0.40% | 0.39% | -0.01% |
| Infosys Ltd. | 0.65% | 0.66% | +0.01% |
| Whirlpool Of India Ltd. | 0.67% | 0.68% | +0.01% |
| Wipro Ltd. | 0.57% | 0.56% | -0.01% |
| Sula Vineyards Ltd. | 0.07% | 0.06% | -0.01% |
| Sanofi India Ltd. | 0.17% | 0.17% | -0.01% |
| Motherson Sumi Wiring India Ltd. | 0.09% | 0.08% | -0.01% |
| Gateway Distriparks Ltd. | 0.12% | 0.11% | -0.01% |
| Indian Oil Corporation Ltd. | 1.05% | 1.05% | +0.01% |
| HDFC Asset Management Company Ltd. | 0.35% | 0.36% | +0.01% |
| Mankind Pharma Ltd. | 0.68% | 0.68% | 0.00% |
| Bank of India | 0.09% | 0.10% | 0.00% |
| Timken India Ltd. | 0.24% | 0.24% | 0.00% |
| United Spirits Ltd. | 0.92% | 0.92% | 0.00% |
| Wendt (India) Ltd. | 0.28% | 0.29% | 0.00% |
| Greenply Industries Ltd. | 0.08% | 0.08% | 0.00% |
| HCL Technologies Ltd. | 0.21% | 0.21% | 0.00% |
| NMDC Steel Ltd. | 0.02% | 0.03% | 0.00% |
| Automotive Axles Ltd. | 0.07% | 0.07% | 0.00% |
| GR Infraprojects Ltd. | 0.33% | 0.33% | 0.00% |
| Equitas Small Finance Bank Ltd. | 0.52% | 0.51% | 0.00% |
| Life Insurance Corporation of India | 0.55% | 0.54% | 0.00% |
| Disa India Ltd. | 0.29% | 0.29% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹2,929 Cr | 2.46% | 10.8% | 10.2% | 14.0% |
 HDFC Value Fund | ₹8,266 Cr | 1.88% | 5.2% | 8.3% | 13.2% |
 DSP Value Fund | ₹2,220 Cr | 2.40% | 1.3% | 8.9% | 13.1% |
 Quant Value Fund | ₹1,978 Cr | 2.46% | 11.9% | 9.3% | — |
 Axis Value Fund | ₹1,880 Cr | 2.27% | 7.6% | 9.7% | — |
 LIC MF Value Fund | ₹302 Cr | 3.30% | 28.3% | 14.8% | 15.7% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks 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.
Fund managers
- Dinesh BalachandranMr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.Prior to joining SBI Funds Management Pvt. Ltd. he has worked with Fidelity Investments, USA.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months2.34% absolute | ₹60,000 | ₹61,404 | 2.34% | |
| 1 year−2.73% annualised | ₹1,20,000 | ₹1,18,240 | −1.47% | |
| 3 years9.80% annualised | ₹3,60,000 | ₹4,19,952 | 16.65% | |
| 5 years13.47% annualised | ₹6,00,000 | ₹8,59,199 | 43.20% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of SBI Contra Fund?
The NAV of SBI Contra Fund is ₹368.38 as on 24 Sep 2026.
What is the expense ratio of SBI Contra Fund?
The expense ratio of SBI Contra Fund is 1.61% per year.
What is the minimum SIP amount for SBI Contra Fund?
You can start a SIP in SBI Contra Fund with ₹3,000 a month.
What returns has SBI Contra Fund given?
SBI Contra Fund has returned -5.9% over 1 year, 1.6% over 3 years and 10.3% over 5 years (annualised).
Is there a lock-in or exit load on SBI Contra Fund?
Lock-in: None. Exit load: Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days..
How risky is SBI Contra Fund?
SBI Contra Fund is rated Very High on the SEBI riskometer and belongs to the Value & Contra category.
Which fund house manages SBI Contra Fund?
SBI Contra Fund is managed by SBI Mutual Fund, which runs 80 schemes with ₹12,81,381 Cr under management.