SBI Contra Direct Plan-Growth

Q: What are the returns of SBI Contra Fund?

The SBI Contra Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 16.84% since inception. SBI Contra Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 6.83% 25.09% 34.48% 17.15% 16.84%

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹412.6589+0.26% 1 day change	16.84% p.a.	#NA View Ranked Funds	₹44,069 Crs

Historical NAV & returns

NAV: ₹412.6589 as on Jun 05, 2025

This fund Category average

SBI Contra Fund overview

Expense ratio	0.62% as on May 31, 2025
Exit load	1.0% Exit load of 1% if redeemed within 1 year!
AUM (Fund size)	₹44,069 Crs
Lock-in	No Lockin
Age	12 yrs 5 m since Jan 01, 2013
Benchmark	BSE 500 TRI
Min. investment	SIP ₹500 & Lump. ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

SBI Contra Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 06, 2025

Period	This fund	Category average
1 Month	2.68%	4.88%
3 Months	8.63%	11.29%
6 Months	-2.65%	-2.92%
1 Year	6.83%	8.57%
2 Years	24.97%	24.09%
3 Years	25.09%	22.07%
4 Years	22.57%	17.96%
5 Years	34.48%	25.81%
7 Years	20.03%	16.3%
10 Years	17.15%	15.42%

View returns in detail

Asset allocationas on Apr 30, 2025

Large Cap 62.218436000000004%

Mid Cap 14.512866%

Small Cap 12.688697999999999%

Other Cap 0.0%

Top holdings

HDFC Bank Ltd.8.83%

Nifty 508.17%

Reliance Industries Ltd.6.29%

Nifty Bank4.31%

Top sectors

Financial 33.41%

Energy 15.159999999999998%

Healthcare 7.02%

Technology 6.83%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Reserve Bank of India 3.8%

L&T Metro Rail (Hyderabad) Ltd. 1.34%

HDFC Bank Ltd. 1.02%

National Bank For Agriculture & Rural Development 0.23%

Allocation by Instruments

Repo 15.88916863%

Index Derivatives 12.47653944%

Treasury Bills 3.80932518%

Foreign - Equity 2.1609169%

Other Holdings

Others 1.63%

Embassy Office Parks REIT 0.9%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
SBI Contra Fund	N.A.	₹44,069 Crs	12 yrs 5 m	0.62%
ICICI Prudential India Opportunities Fund	N.A.	₹27,197 Crs	6 yrs 5 m	0.63%
ICICI Prudential Value Discovery Fund	N.A.	₹51,112 Crs	12 yrs 5 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	₹5,231 Crs	11 yrs 1 m	0.58%
ICICI Prudential India Equity FOF	N.A.	₹168 Crs	5 yrs 4 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
SBI Contra Fund	2.68%	-2.65%	6.83%	25.09%	34.48%	17.15%
ICICI Prudential India Opportunities Fund	3.12%	2.13%	14.56%	27.6%	32.99%	14.27%
ICICI Prudential Value Discovery Fund	2.66%	1.93%	13.95%	23.83%	28.82%	16.1%
ICICI Prudential Dividend Yield Equity Fund	2.13%	1.19%	10.97%	26.7%	32.59%	17.15%
ICICI Prudential India Equity FOF	3.03%	-0.4%	11.61%	23.28%	28.77%	12.18%

Fund name	Std. deviation	Beta	Sharpe	Sortino
SBI Contra Fund	12.89	0.86	1.32	2.19
ICICI Prudential India Opportunities Fund	12.33	0.8	1.52	3.0
ICICI Prudential Value Discovery Fund	12.0	0.77	1.32	2.3
ICICI Prudential Dividend Yield Equity Fund	13.04	0.84	1.42	2.3
ICICI Prudential India Equity FOF	12.58	0.84	1.22	2.02

View all Strategy funds

Key risk & return ratios Compared to other funds in the category

Alpha	7.15 vs. 5.56 Higher outperformance against benchmark
Sharpe	1.32 vs. 5.86 Poor risk-adjusted returns
Beta	0.86 vs. 0.85 More sensitive to market's ups & downs
Standard deviation	12.89 vs. 9.89 More volatile performance

Compare SBI Contra Fund in detail with

About this fund

About SBI Contra Fund

SBI Contra Direct Plan-Growth is a Strategy mutual fund scheme from Sbi Mutual Fund. This fund has been in existence for 12 yrs 5 m, having been launched on 01/01/2013. SBI Contra Direct Plan-Growth has ₹44,069 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of SBI Contra Direct Plan-Growth as of 05/06/2025 is ₹412.66. The fund has an expense ratio of 0.62%, which is close to what most other Strategy funds charge.

SBI Contra Direct Plan-Growth returns of last 1-year are 8.93%. Since launch, it has delivered 16.85% average annual returns. The fund has doubled the money invested in it every 3 yrs.
SBI Contra Direct Plan-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is high.
The fund has the majority of its money invested in Financial, Energy, Healthcare, Technology, Consumer Staples sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category.
The fund's top 5 holdings are in Nifty 50, Reliance Industries Ltd., Nifty Bank, Reserve Bank of India, Kotak Mahindra Bank Ltd..

...

Fund AUM	₹44,069 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Dinesh Balachandran

Mr.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.

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.

SBI Mutual Fund details

No. of schemes	67 view all schemes
Total AUM	₹10,76,364 Crs as on Mar 31, 2025
Address	9th Floor-Crescenzo, C-38 & 39- G Block, Bandra-Kurla Complex, Bandra (East) Mumbai, 400051
Phone	022-61793000 / 1800-425-5425

More funds from SBI Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
SBI PSU Fund	N.A.	₹5,035 Crs	3.25%	31.92%
SBI Magnum Midcap Fund	N.A.	₹21,512 Crs	7.42%	31.43%
SBI Infrastructure Fund	N.A.	₹4,872 Crs	3.0%	30.88%
SBI Small Cap Fund	N.A.	₹31,790 Crs	3.73%	30.18%
SBI Long Term Equity Fund	N.A.	₹28,506 Crs	10.01%	29.06%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of SBI Contra Fund?

The current Net Asset Value (NAV) of the SBI Contra Fund - Direct Growth plan is approximately ₹412.6589 as of Jun 05, 2025.

What are the returns of this mutual fund scheme?

The SBI Contra Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 16.84% since inception.

SBI Contra Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
6.83%	25.09%	34.48%	17.15%	16.84%

How much does this mutual fund charge as expense ratio?

The SBI Contra Fund - Direct Growth has an expense ratio of 0.62%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The SBI Contra Fund currently has assets under management (AUM) or fund size valued at approximately ₹44,069 Crs crore as of Mar 31, 2025.

What are the top stock holdings of SBI Contra Fund?

The SBI Contra Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	8.83%
Nifty 50	8.17%
Reliance Industries Ltd.	6.29%
Nifty Bank	4.31%
Kotak Mahindra Bank Ltd.	3.21%
ITC Ltd.	2.59%
GAIL (India) Ltd.	2.23%
Torrent Power Ltd.	2.15%
Punjab National Bank	1.92%
Dabur India Ltd.	1.89%

What are the top sectors SBI Contra Fund has invested in?

The SBI Contra Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	33.41%
Energy	15.159999999999998%
Healthcare	7.02%
Technology	6.83%
Consumer Staples	5.579999999999999%
Metals & Mining	4.3%
Automobile	3.96%
Communication	3.17%
Materials	2.7300000000000004%
Services	2.09%

What is risk level of SBI Contra Fund?

This is a Strategy fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in SBI Contra Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for SBI Contra Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in SBI Contra Fund is complete.

How can I redeem my investments in SBI Contra Fund?

Redeeming your investments in SBI Contra Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in SBI Contra Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Strategy

#NA

Return Consistency: This fund is one of the best in generating consistent return in it's category.
Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 10 Years.
Chance: This fund has generated a 13.46% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
Exit Load: Exit load of 1% if redeemed within 1 year