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SBI Contra Fund

SBI Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.55

as on 19 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,435 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

  • ₹ 192.481

    as on 19 May 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 ₹ 192.481 as on 19 May 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 -5.05% -2.51% -2.66% 17.80% 61.62% 22.55% 13.25% 17.77% 4.41% 33.83% 31.31% 19.87% 15.91%
Category Average -8.06% -7.57% -10.43% 7.99% 39.53% 14.16% 9.58% 15.38% -8.34% 17.52% 18.45% 12.75% 13.75%
SBI Contra Fund -6.02%₹ 9,398 -2.51%₹ 9,748 -5.10%₹ 9,490 17.80%₹ 11,779 3.20%₹ 12,205 56.83%₹ 24,594 32.61%₹ 32,593 22.55%₹ 18,435 31.31%₹ 56,280 13.25%₹ 18,631 19.87%₹ 98,355 14.61%₹ 39,153 14.97%₹ 2,62,631
Nippon India Value Fund -9.07%₹ 9,093 -8.07%₹ 9,193 -11.11%₹ 8,889 9.30%₹ 10,930 -9.82%₹ 11,358 42.15%₹ 20,206 18.44%₹ 28,743 15.51%₹ 15,429 19.44%₹ 47,879 11.16%₹ 16,975 14.09%₹ 85,374 15.62%₹ 42,733 14.01%₹ 2,49,458
IDFC Sterling Value Fund -8.53%₹ 9,146 -6.24%₹ 9,376 -5.83%₹ 9,416 15.71%₹ 11,570 -1.48%₹ 11,904 61.62%₹ 26,120 33.83%₹ 32,932 19.04%₹ 16,892 29.94%₹ 55,259 11.82%₹ 17,485 17.63%₹ 93,127 16.48%₹ 46,014 15.82%₹ 2,74,854
Kotak India Eq Contra Fund -8.29%₹ 9,171 -8.26%₹ 9,173 -10.44%₹ 8,956 5.70%₹ 10,570 -10.45%₹ 11,316 35.80%₹ 18,440 13.56%₹ 27,457 13.37%₹ 14,584 15.57%₹ 45,329 12.75%₹ 18,228 12.88%₹ 82,870 14.46%₹ 38,643 13.24%₹ 2,39,323
L&T India Value Fund -8.88%₹ 9,112 -8.40%₹ 9,160 -10.79%₹ 8,920 8.32%₹ 10,831 -9.60%₹ 11,372 39.92%₹ 19,578 17.25%₹ 28,428 14.50%₹ 15,029 18.38%₹ 47,173 9.01%₹ 15,394 12.52%₹ 82,127 - -
UTI Value Opportunities Fund -7.62%₹ 9,238 -8.95%₹ 9,104 -12.47%₹ 8,752 4.70%₹ 10,470 -12.44%₹ 11,183 34.75%₹ 18,158 12.74%₹ 27,243 14.87%₹ 15,173 15.84%₹ 45,506 11.20%₹ 17,010 12.81%₹ 82,719 12.89%₹ 33,644 11.71%₹ 2,20,605

Portfolio Holdings

Portfolio holdings pattern of SBI Contra Fund as on 21 May 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%