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 31-01-2026
389.0762
-0.0056
CAGR Since Inception
16.45%
BSE 500 TRI 12.3%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Contra Fund - Regular Plan -Growth | 6.83 | 20.01 | 22.85 | 17.01 | 16.45 |
| Benchmark | - | - | - | - | - |
| Equity: Contra | 8.35 | 20.12 | 19.94 | 16.69 | 15.13 |
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 | 6.83 | 9.16 | 20.01 | 22.85 | 17.01 |
| Kotak Contra Fund Reg Gr | 27-07-2005 | 11.6 | 11.66 | 20.87 | 19.38 | 16.87 |
| Invesco India Contra Fund Gr | 11-04-2007 | 6.63 | 12.76 | 19.47 | 17.59 | 16.19 |
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 | - | - | - | - | - | - |