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SBI Contra Fund

SBI Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

28.63

as on 30 Sep 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,296 today.

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NAV Performance

SBI Contra Fund performance graph for last 3 years
Performance of SBI Contra Fund for last 3 Years

Fund Information

  • ₹ 216.793

    as on 30 Sep 2022
  • Regular - Growth

  • 1 / 17

  • ₹ 5,000

  • ₹ 3,339 Cr.

    as on 31 Dec 2021
  • 2.21%

  • 06 May 2005

  • Equity - Value Fund

  • Nifty 50

  • SBI Mutual Fund

    Show All Funds
  • SBI Contra Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

SBI Contra Fund is an Open-ended Equity Fund. The fund belongs to Value Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 06 May 2005. This fund is offered by one of the top AMC (Assets Management Company) SBI Mutual Fund. You can also view here all other Equity funds offered by SBI Mutual Fund.

Latest NAV of the fund is ₹ 216.793 as on 30 Sep 2022.

This fund has 17 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.21%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund 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.

List of Fund Managers of SBI Contra Fund

  • About Dinesh Balachandran

    Picture of Dinesh BalachandranDinesh joined SBI FM in 2012 as a Senior Credit Analyst. He subsequently became Head of Research and is now an equity fund manager. He started his career with Fidelity in Boston USA in 2001 where as an analyst he covered Structured Finance, and local US fixed income market over 10 years. Dinesh holds a B.Tech degree from IIT, Mumbai and an M.S degree from Massachusetts Institute of Technology (MIT). He is also a Charter holder of the CFA Institute, USA.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -0.71% 13.86% 8.69% 11.30% 43.91% 28.63% 14.93% 17.06% 14.89% 26.94% 34.14% 22.92% 16.47%
Category Average -2.23% 10.65% 1.34% 1.41% 29.64% 18.39% 10.57% 14.89% 4.40% 15.21% 21.40% 15.24% 14.62%
SBI Contra Fund -0.71%₹ 9,929 12.07%₹ 11,207 8.69%₹ 10,868 11.30%₹ 11,130 14.89%₹ 12,947 43.91%₹ 20,709 26.94%₹ 31,064 28.63%₹ 21,296 34.14%₹ 58,474 14.93%₹ 20,068 22.92%₹ 1,05,959 14.76%₹ 39,633 16.26%₹ 2,81,546
Nippon India Value Fund -2.04%₹ 9,796 11.27%₹ 11,126 -0.03%₹ 9,996 0.75%₹ 10,074 4.17%₹ 12,269 31.45%₹ 17,279 16.34%₹ 28,207 19.22%₹ 16,953 22.69%₹ 50,123 12.37%₹ 17,926 16.67%₹ 91,032 14.60%₹ 39,121 14.96%₹ 2,62,654
IDFC Sterling Value Fund -1.04%₹ 9,896 12.24%₹ 11,224 2.20%₹ 10,220 7.40%₹ 10,740 7.47%₹ 12,480 42.15%₹ 20,206 23.88%₹ 30,227 25.19%₹ 19,634 31.87%₹ 56,755 11.74%₹ 17,428 19.83%₹ 98,326 16.06%₹ 44,410 16.47%₹ 2,84,839
Kotak India Eq Contra Fund -2.35%₹ 9,765 10.73%₹ 11,073 0.83%₹ 10,082 -0.20%₹ 9,979 3.83%₹ 12,247 26.14%₹ 15,910 12.83%₹ 27,282 16.45%₹ 15,799 18.69%₹ 47,403 13.16%₹ 18,568 15.06%₹ 87,481 13.93%₹ 36,894 14.13%₹ 2,51,205
L&T India Value Fund -2.18%₹ 9,782 11.75%₹ 11,175 -1.09%₹ 9,891 -0.13%₹ 9,986 2.16%₹ 12,140 27.76%₹ 16,323 14.17%₹ 27,633 18.29%₹ 16,559 20.78%₹ 48,811 10.18%₹ 16,246 14.79%₹ 86,913 - -
UTI Value Opportunities Fund -1.89%₹ 9,810 11.92%₹ 11,191 1.72%₹ 10,172 0.03%₹ 10,003 4.44%₹ 12,287 27.15%₹ 16,166 13.22%₹ 27,385 18.61%₹ 16,695 19.46%₹ 47,923 12.82%₹ 18,291 15.60%₹ 88,663 12.55%₹ 32,663 12.96%₹ 2,35,908

Portfolio Holdings

Portfolio holdings pattern of SBI Contra Fund as on 02 Oct 2022 are listed below:

  • Equity Holdings:

    84.35%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    15.65%

Top Sector Holdings of SBI Contra Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 10.90% ₹ 385.91 Cr.
Computers - Software 6.40% ₹ 246.75 Cr.
Auto ancillaries 6.77% ₹ 239.92 Cr.
Pharmaceuticals 4.53% ₹ 160.42 Cr.
Foreign Equity 4.52% ₹ 160.30 Cr.
Others 66.88% -

Top Stock Holdings of SBI Contra Fund

Name of StocksHolding PercentageHolding Values in Crore
HCL Technologies Limited 3.98% ₹ 141.14 Cr.
Tube Investments Of India Ltd. 3.76% ₹ 133.40 Cr.
ICICI Bank Ltd. 3.02% ₹ 106.87 Cr.
MTAR Technologies Ltd. 2.92% ₹ 103.59 Cr.
Neogen Chemicals Ltd. 2.72% ₹ 96.34 Cr.
Others 83.60% -

Other Holdings

Holding TypeHolding Percentage
TREPS 13.46%
Margin 2.32%
Net Receivables -0.13%