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SBI Contra Fund

SBI Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

38.74

as on 21 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 26,703 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

  • ₹ 277.899

    as on 21 Sep 2023
  • Regular - Growth

  • 2 / 17

  • ₹ 5,000

  • ₹ 8,979 Cr.

    as on 31 May 2023
  • 1.78%

  • 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 ₹ 277.899 as on 21 Sep 2023.

This fund has 18 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.78%. 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 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 4.62% 14.51% 31.60% 34.54% 19.97% 38.74% 20.82% 20.25% 46.69% 29.38% 28.83% 28.90% 18.51%
Category Average 2.81% 9.91% 22.43% 20.23% 12.71% 28.11% 14.45% 18.03% 30.12% 20.17% 20.85% 20.67% 16.07%
SBI Contra Fund 3.97%₹ 10,397 9.71%₹ 10,970 23.81%₹ 12,381 24.36%₹ 12,435 34.36%₹ 14,135 19.97%₹ 14,392 26.15%₹ 30,846 38.74%₹ 26,703 28.83%₹ 54,488 20.82%₹ 25,756 28.90%₹ 1,22,253 17.95%₹ 52,199 18.51%₹ 3,17,887
ICICI Prudential Value Discovery Fund 3.34%₹ 10,334 10.66%₹ 11,066 20.85%₹ 12,084 25.10%₹ 12,509 31.29%₹ 13,951 17.96%₹ 13,914 22.81%₹ 29,937 30.70%₹ 22,328 24.51%₹ 51,384 16.74%₹ 21,695 24.13%₹ 1,09,076 19.97%₹ 61,838 17.21%₹ 2,96,382
Kotak India Eq Contra Fund 2.53%₹ 10,253 8.22%₹ 10,822 19.52%₹ 11,951 19.43%₹ 11,942 26.69%₹ 13,670 11.25%₹ 12,375 18.69%₹ 28,828 25.81%₹ 19,914 18.86%₹ 47,514 14.76%₹ 19,918 19.28%₹ 97,006 15.85%₹ 43,625 15.52%₹ 2,70,543
Templeton India Value Fund 3.49%₹ 10,348 8.79%₹ 10,879 21.62%₹ 12,162 20.06%₹ 12,006 29.59%₹ 13,849 17.95%₹ 13,911 22.94%₹ 29,973 35.74%₹ 25,009 25.53%₹ 52,106 15.97%₹ 20,980 24.27%₹ 1,09,458 16.90%₹ 47,725 16.16%₹ 2,80,037
IDFC Sterling Value Fund 1.51%₹ 10,151 8.81%₹ 10,880 22.34%₹ 12,234 20.19%₹ 12,018 30.73%₹ 13,913 15.26%₹ 13,284 21.06%₹ 29,465 36.76%₹ 25,576 25.15%₹ 51,838 16.33%₹ 21,319 25.32%₹ 1,12,240 19.13%₹ 57,659 17.54%₹ 3,01,707
Invesco India Contra Fund 2.93%₹ 10,293 8.99%₹ 10,899 21.51%₹ 12,150 14.87%₹ 11,486 25.84%₹ 13,619 9.85%₹ 12,067 16.88%₹ 28,347 23.62%₹ 18,890 17.24%₹ 46,443 14.22%₹ 19,456 18.39%₹ 94,919 19.83%₹ 61,174 16.08%₹ 2,78,819

Portfolio Holdings

Portfolio holdings pattern of SBI Contra Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    79.10%
  • Debt Holdings:

    9.37%
  • Others Holdings:

    11.53%

Top Sector Holdings of SBI Contra Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.31% ₹ 1,407.55 Cr.
Cement 4.45% ₹ 470.77 Cr.
Refineries/Marketing 4.31% ₹ 454.26 Cr.
Pharmaceuticals 4.08% ₹ 431.15 Cr.
Power 3.98% ₹ 420.39 Cr.
Others 69.87% -

Top Stock Holdings of SBI Contra Fund

Name of StocksHolding PercentageHolding Values in Crore
GAIL (India) Ltd. 3.69% ₹ 389.97 Cr.
ICICI Bank Ltd. 2.82% ₹ 298.07 Cr.
Equitas Small Finance Bank Ltd. 2.45% ₹ 259.08 Cr.
HDFC Bank Ltd. 2.20% ₹ 232.59 Cr.
Axis Bank Ltd. 2.17% ₹ 229.10 Cr.
Others 86.67% -

Top Debt Instrument Type holdings of SBI Contra Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 9.37% ₹ 990.27 Cr.
Others 90.63% -

Top Debt Holdings of SBI Contra Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 9.37% ₹ 990.27 Cr.
Others 90.63%

Other Holdings

Holding TypeHolding Percentage
TREPS 11.69%
Margin 0.02%
Net Receivables -0.18%