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SBI Contra Fund

SBI Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

24.78

as on 03 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,439 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

  • ₹ 200.387

    as on 03 Dec 2021
  • Regular - Growth

  • 5 / 17

  • ₹ 5,000

  • ₹ 2,394 Cr.

    as on 03 Dec 2021
  • 2.18%

    since 31 May 2021
  • 06 May 2005

  • Equity - Value Fund

  • S&P BSE 500 TRI

  • 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 ₹ 200.387 as on 03 Dec 2021.

This fund has 16 years of track record. Since 31 May 2021 expense ratio of this fund is 2.18%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 TRI.

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 Moderately 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 -0.92% 8.66% 16.98% 62.31% 38.97% 24.78% 18.52% 18.64% 45.56% 58.15% 40.00% 23.76% 18.39%
Category Average -3.87% 2.64% 11.85% 40.70% 25.59% 17.20% 15.51% 16.36% 28.88% 39.36% 28.20% 18.08% 16.39%
SBI Contra Fund -0.92%₹ 9,907 8.66%₹ 10,865 16.98%₹ 11,697 59.29%₹ 15,928 45.04%₹ 14,749 38.97%₹ 19,330 57.65%₹ 39,897 24.78%₹ 19,439 40.00%₹ 63,086 17.66%₹ 22,567 23.76%₹ 1,08,118 15.46%₹ 42,151 16.82%₹ 2,90,260
Invesco India Contra Fund -3.65%₹ 9,635 1.74%₹ 10,173 10.85%₹ 11,084 34.49%₹ 13,448 24.73%₹ 13,546 25.32%₹ 15,714 35.43%₹ 33,417 18.25%₹ 16,540 26.87%₹ 53,070 18.47%₹ 23,356 19.08%₹ 96,540 18.10%₹ 52,861 18.39%₹ 3,15,809
Kotak India Eq Contra Fund -4.31%₹ 9,569 0.14%₹ 10,014 9.39%₹ 10,939 34.77%₹ 13,476 21.69%₹ 13,362 22.14%₹ 14,927 34.22%₹ 33,076 17.49%₹ 16,226 25.44%₹ 52,052 17.80%₹ 22,703 18.59%₹ 95,388 15.65%₹ 42,859 15.87%₹ 2,75,674
UTI Value Opportunities Fund -3.48%₹ 9,651 0.27%₹ 10,027 10.80%₹ 11,079 35.10%₹ 13,510 24.20%₹ 13,514 25.11%₹ 15,662 36.19%₹ 33,631 19.41%₹ 17,033 27.58%₹ 53,588 16.47%₹ 21,446 19.01%₹ 96,370 13.93%₹ 36,910 14.59%₹ 2,57,427
Nippon India Value Fund -4.82%₹ 9,517 2.08%₹ 10,207 12.49%₹ 11,248 44.97%₹ 14,497 31.34%₹ 13,944 27.19%₹ 16,187 42.41%₹ 35,405 19.43%₹ 17,044 30.22%₹ 55,521 17.49%₹ 22,409 19.85%₹ 98,354 16.53%₹ 46,231 16.81%₹ 2,89,961
ICICI Prudential Value Discovery Fund -3.64%₹ 9,636 3.20%₹ 10,320 12.32%₹ 11,231 42.34%₹ 14,234 30.52%₹ 13,895 30.01%₹ 16,914 41.45%₹ 35,128 19.42%₹ 17,040 30.14%₹ 55,462 14.69%₹ 19,856 19.30%₹ 97,050 18.64%₹ 55,367 17.27%₹ 2,97,377

Portfolio Holdings

Portfolio holdings pattern of SBI Contra Fund as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    95.12%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.88%

Top Sector Holdings of SBI Contra Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.26% ₹ 473.89 Cr.
Auto ancillaries 7.34% ₹ 227.92 Cr.
Computers - Software 6.03% ₹ 187.35 Cr.
Residential/commercial/sez project 5.27% ₹ 163.62 Cr.
Foreign Equity 5.04% ₹ 156.76 Cr.
Others 61.06% -

Top Stock Holdings of SBI Contra Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 3.73% ₹ 115.81 Cr.
Tube Investments Of India Ltd. 3.42% ₹ 106.16 Cr.
HCL Technologies Limited 3.02% ₹ 93.79 Cr.
GAIL (India) Ltd. 2.90% ₹ 90.05 Cr.
Reliance Industries Ltd. 2.87% ₹ 89.01 Cr.
Others 84.06% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.71%
Margin 1.45%
Net Receivables -1.28%