SBI Contra Fund - Regular Plan -Growth
Fund House: SBI Mutual Fund
Category: Equity: Contra
Status: Open Ended Schemes
Launch Date: 14-07-1999
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: BSE 500 TRI
Total Assets: 49967.07 As on (31-12-2025)
Expense Ratio: 1.48% As on (31-12-2025)
Turn over: 81.00% | Exit Load:
NAV as on 16-01-2026
392.652
0.2705
CAGR Since Inception
16.54%
BSE 500 TRI 12.38%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Contra Fund - Regular Plan -Growth | 6.87 | 19.69 | 22.51 | 17.18 | 16.54 |
| Benchmark | - | - | - | - | - |
| Equity: Contra | 7.78 | 20.02 | 19.36 | 17.02 | 15.27 |
Funds Manager
Mr. Dinesh Balachandran,
RETURNS CALCULATORS for SBI Contra Fund - Regular Plan -Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Contra Fund - Regular Plan -Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Contra Fund - Regular Plan -Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Contra Fund Reg Gr | 14-07-1999 | 6.87 | 10.14 | 19.69 | 22.51 | 17.18 |
| Kotak Contra Fund Reg Gr | 27-07-2005 | 10.08 | 12.45 | 20.52 | 18.55 | 17.13 |
| Invesco India Contra Fund Gr | 11-04-2007 | 6.39 | 13.77 | 19.86 | 17.01 | 16.75 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Contra Fund - Regular Plan -Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Contra Fund - Regular Plan -Growth | 11.58 | 1.14 | 3.9 | 0.9 | - | - |
| Equity: Contra | - | - | - | - | - | - |