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SBI Contra Fund

SBI Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

44.71

as on 29 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 30,362 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

  • ₹ 224.220

    as on 29 Mar 2023
  • 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 ₹ 224.220 as on 29 Mar 2023.

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 -0.09% -1.86% 8.93% 13.17% 21.93% 44.71% 14.91% 17.80% 9.92% 13.48% 27.66% 22.32% 15.77%
Category Average -1.32% -4.82% 2.12% 2.74% 12.82% 31.68% 10.11% 15.39% 1.21% 4.72% 16.20% 14.07% 13.60%
SBI Contra Fund -0.34%₹ 9,966 -1.86%₹ 9,813 5.03%₹ 10,502 13.17%₹ 11,316 9.44%₹ 12,601 21.93%₹ 14,891 13.48%₹ 27,439 44.71%₹ 30,362 27.66%₹ 53,588 14.91%₹ 20,051 22.32%₹ 1,04,345 14.74%₹ 39,604 15.77%₹ 2,74,101
Nippon India Value Fund -1.70%₹ 9,829 -6.83%₹ 9,317 -1.26%₹ 9,874 -2.16%₹ 9,784 -4.17%₹ 11,729 12.04%₹ 12,564 1.72%₹ 24,431 30.91%₹ 22,467 14.85%₹ 44,864 11.13%₹ 16,960 13.74%₹ 84,640 14.93%₹ 40,263 13.22%₹ 2,39,080
IDFC Sterling Value Fund -0.84%₹ 9,916 -3.08%₹ 9,692 1.16%₹ 10,116 2.96%₹ 10,295 2.10%₹ 12,135 19.13%₹ 14,211 7.23%₹ 25,825 44.49%₹ 30,223 24.59%₹ 51,403 10.60%₹ 16,558 18.34%₹ 94,757 16.37%₹ 45,587 15.16%₹ 2,65,283
Kotak India Eq Contra Fund -0.98%₹ 9,901 -4.26%₹ 9,573 3.76%₹ 10,375 3.94%₹ 10,393 3.30%₹ 12,212 11.32%₹ 12,403 5.23%₹ 25,314 29.22%₹ 21,605 15.19%₹ 45,083 12.49%₹ 18,023 13.79%₹ 84,752 14.00%₹ 37,125 13.34%₹ 2,40,663
L&T India Value Fund -0.09%₹ 9,991 -2.54%₹ 9,745 6.10%₹ 10,610 4.11%₹ 10,411 7.18%₹ 12,459 15.35%₹ 13,320 7.58%₹ 25,912 33.59%₹ 23,881 18.41%₹ 47,182 10.61%₹ 16,562 15.14%₹ 87,606 17.80%₹ 51,514 14.81%₹ 2,60,347
UTI Value Opportunities Fund -2.68%₹ 9,731 -6.68%₹ 9,332 -1.11%₹ 9,889 -0.47%₹ 9,953 -3.27%₹ 11,788 9.34%₹ 11,963 1.07%₹ 24,266 27.71%₹ 20,856 12.21%₹ 43,189 11.35%₹ 17,127 12.50%₹ 82,086 12.52%₹ 32,566 11.39%₹ 2,16,846

Portfolio Holdings

Portfolio holdings pattern of SBI Contra Fund as on 31 Mar 2023 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%