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Fund Overview of SBI Contra Fund-Growth
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₹45,067.5 CrAUM
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₹375.77NAV
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1.62%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
SBI Contra Fund-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.71% | NA | 1.76% |
| 6 Months | 0.76% | NA | 9.97% |
| 1 Year | -3.91% | -3.91% | -3.45% |
| 2 Years | -1.31% | -0.66% | 21.19% |
| 3 Years | 36.21% | 10.85% | 21.16% |
| 5 Years | 85.61% | 13.17% | 24.80% |
| 7 Years | 263.34% | 20.24% | NA |
| 10 Years | 298.15% | 14.82% | 15.43% |
Asset Allocation of SBI Contra Fund-Growth
equities
94.72%debt instruments
2.75%other assets or cash equivalents
1.57%SBI Contra Fund-Growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 09 May 2005, the fund aims Long term capital appreciation. Investments in a diversified portfolio of equity and equity related securities following a contrarian investment strategy It manages assets worth ₹45,067.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.62%. Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Contra Fund-Growth
The portfolio allocation consists of 94.72% in equities, 2.75% in debt instruments, 1.57% in other assets or cash equivalents.Managed by Dinesh Balachandran, it has delivered a return of -3.91% in the last year, a total return since inception of 18.11%.
Identifying an appropriate best sip has a key role in long-term wealth creation.
Key Metrics of SBI Contra Fund-Growth
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Standard Deviation14.29%
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Mean10.02%
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Sharpe Ratio0.31%
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Alpha-0.16%
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Beta0.90%
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Sortino Ratio0.42%
SBI Contra Fund-Growth Fund Details
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Compare SBI Contra Fund-Growth with other mutual funds in the same category
SBI Contra Fund-Growth
Axis Value Fund Direct-Growth
Axis Value Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Axis Value Fund Direct-Growth  |
₹1,836 | 4.88% | 0.18% | 6.63% | 19.14% | 15.63% |
| Axis Value Fund Direct-IDCW |
₹1,836 | 4.88% | 0.18% | 6.63% | 19.14% | 15.63% |
| HSBC Value Fund Direct-Growth |
₹14,660 | 3.21% | -2.20% | 0.30% | 15.59% | 14.73% |
| HSBC Value Fund Direct-IDCW |
₹14,660 | 3.21% | -2.20% | 0.30% | 15.59% | 14.73% |
| SBI Contra Direct Plan-Growth |
₹45,068 | 4.84% | -1.53% | -3.17% | 11.80% | 14.14% |
| SBI Contra Direct Plan-IDCW |
₹45,068 | 4.84% | -1.53% | -3.17% | 11.80% | 14.14% |
| Axis Value Fund Regular-Growth |
₹1,836 | 4.77% | -0.15% | 5.21% | 17.51% | 14.03% |
| Axis Value Fund Regular-IDCW |
₹1,836 | 4.77% | -0.15% | 5.21% | 17.51% | 14.03% |
| ICICI Prudential Value Direct-Growth |
₹57,250 | 6.84% | -1.09% | -3.55% | 13.13% | 13.97% |
| ICICI Prudential Value Direct-IDCW |
₹57,250 | 6.84% | -1.09% | -3.55% | 13.13% | 13.97% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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SBI Contra Direct Plan-Growth
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₹45,068 | 4.84% | -1.53% | 1.15% | -3.17% | 11.80% |
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SBI Contra Fund-IDCW
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₹45,068 | 4.77% | -1.71% | 0.76% | -3.91% | 10.85% |
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SBI Contra Direct Plan-IDCW
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₹45,068 | 4.84% | -1.53% | 1.15% | -3.17% | 11.80% |
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SBI Nifty200 Value 30 ETF-Growth
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₹6 | 4.04% | -4.75% | - | - | - |
growth is based on 1-month returns of the fundsSBI Contra Fund-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Value Fund-Growth |
₹57,250 | ₹464.10 | 12.55% | 13.37% | 14.25% |
| ICICI Prudential Value Direct-Growth |
₹57,250 | ₹513.24 | 13.13% | 13.97% | 14.99% |
| ICICI Prudential Value Direct-IDCW |
₹57,250 | ₹115.87 | 13.13% | 13.97% | 14.99% |
| ICICI Prudential Value Fund-IDCW |
₹57,250 | ₹35.10 | 12.55% | 13.37% | 14.25% |
| SBI Contra Fund-Growth |
₹45,068 | ₹375.77 | 10.85% | 13.17% | 14.82% |
| SBI Contra Direct Plan-Growth |
₹45,068 | ₹414.54 | 11.80% | 14.14% | 15.68% |
| SBI Contra Direct Plan-IDCW |
₹45,068 | ₹87.49 | 11.80% | 14.14% | 15.68% |
| SBI Contra Fund-IDCW |
₹45,068 | ₹65.16 | 10.85% | 13.17% | 14.82% |
| Invesco India Contra Fund Regular-Growth |
₹19,246 | ₹135.37 | 14.43% | 11.35% | 14.73% |
| Invesco India Contra Fund Direct-Growth |
₹19,246 | ₹160.94 | 15.71% | 12.64% | 16.17% |
SBI Contra Fund-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 14.49% | ₹7,219.80 Cr |
| Repo | Unspecified | 14.35% | ₹7,061.50 Cr |
| Repo | Unspecified | 14.35% | ₹7,061.50 Cr |
| Repo | Unspecified | 14.90% | ₹7,033.11 Cr |
| Repo | Unspecified | 14.49% | ₹6,803.10 Cr |
| Repo | Unspecified | 12.07% | ₹6,033.00 Cr |
| Repo | Unspecified | 12.25% | ₹5,968.30 Cr |
| Repo | Unspecified | 11.78% | ₹5,568.65 Cr |
| Repo | Unspecified | 10.75% | ₹5,277.80 Cr |
| Nifty 25500 Put Dec25 | Financial | 10.06% | ₹5,014.13 Cr |
| Nifty 27-jan-26 Fut | Financial | 10.00% | ₹4,994.46 Cr |
| Repo | Unspecified | 10.53% | ₹4,987.64 Cr |
| Nifty Index 25-11-2025 | Financial | 10.00% | ₹4,922.56 Cr |
| Nifty Index 25-11-2025 | Financial | 10.00% | ₹4,922.56 Cr |
| Nifty Index 28-oct-25 | Financial | 10.38% | ₹4,898.86 Cr |
| Nifty 26000 Put Feb26 | Financial | 9.91% | ₹4,827.34 Cr |
| Repo | Unspecified | 9.74% | ₹4,259.86 Cr |
| Hdfc Bank Ltd | Financial | 8.69% | ₹4,081.73 Cr |
| Hdfc Bank Ltd | Financial | 8.18% | ₹4,075.67 Cr |
| Hdfc Bank Ltd | Financial | 8.02% | ₹4,009.33 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Axis Value Fund Direct-Growth |
₹21.71 | 19.14% | 15.63% | - |
| Axis Value Fund Direct-IDCW |
₹18.26 | 19.14% | 15.63% | - |
| HSBC Value Fund Direct-Growth |
₹126.90 | 15.59% | 14.73% | - |
| HSBC Value Fund Direct-IDCW |
₹62.80 | 15.59% | 14.73% | - |
| SBI Contra Direct Plan-Growth |
₹414.54 | 11.80% | 14.14% | - |
| SBI Contra Direct Plan-IDCW |
₹87.49 | 11.80% | 14.14% | - |
| Axis Value Fund Regular-Growth |
₹20.21 | 17.51% | 14.03% | - |
| Axis Value Fund Regular-IDCW |
₹17.00 | 17.51% | 14.03% | - |
| ICICI Prudential Value Direct-Growth |
₹513.24 | 13.13% | 13.97% | - |
| ICICI Prudential Value Direct-IDCW |
₹115.87 | 13.13% | 13.97% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Contra Fund-Growth
What is the current AUM of SBI Contra Fund-Growth?
As of Wed Sep 30, 2026, SBI Contra Fund-Growth manages assets worth ₹45,067.5 crore
How has SBI Contra Fund-Growth performed recently?
- 3 Months: -1.71%
- 6 Months: 0.76%
What is the long-term performance of SBI Contra Fund-Growth?
- 3 Years CAGR: 10.85%
- 5 Years CAGR: 13.17%
- Since Inception: 18.11%
What is the portfolio composition of SBI Contra Fund-Growth?
Equity: 94.72%, Debt: 2.75%, Others: 1.57%.
Who manages SBI Contra Fund-Growth?
SBI Contra Fund-Growth is managed by Dinesh Balachandran from SBI Mutual Fund.
What is the market-cap allocation of SBI Contra Fund-Growth?
Large Cap: 56.66%, Mid Cap: 28.17%, Small Cap: 15.17%.
Which are the top companies SBI Contra Fund-Growth has invested in?
- Repo – 14.49% of the fund's portfolio
- Repo – 14.35% of the fund's portfolio
- Repo – 14.35% of the fund's portfolio
- Repo – 14.90% of the fund's portfolio
- Repo – 14.49% of the fund's portfolio
Which are the major sectors SBI Contra Fund-Growth focuses on?
- Unspecified – 139.69% of the fund's portfolio
- Financial – 85.24% of the fund's portfolio
