NAV
₹373.4447
as of 16 Jun 2026
Expense Ratio
1.50%
AUM
₹48,101 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.59%
- 3Y
- +13.93%
- 5Y
- +16.56%
- Since Inception
- +15.95%
SIP returns (XIRR)
- 1Y
- -4.01%
- 3Y
- +4.90%
- 5Y
- +12.50%
- Since Inception
- +14.07%
Beat the benchmark — ₹100/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹1,33,059
Benchmark
₹1,16,625
+₹16,434 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹100/month became
Real NAV backtest from day one
₹25,300
Invested
₹1,33,059
Value today
13.9%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹1,10,828
Value today
15.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,65,000
Withdrawn
₹1,55,12,559
Corpus left
+₹1,57,77,559 net gain — withdrew ₹12,65,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹1,32,99,310
Value today
+0.0%
vs lumpsum
STP beat direct lumpsum by 0.0% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹5,25,892
Value today
5.3×
Multiple
Staying invested through that crash turned ₹1L into ₹5,25,892 — a 5.3× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.51
Sharpe Ratio
-0.05
Alpha
0.39
Beta
-0.49
Sortino
12.39%
Std Dev
-13.61%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks18.44%
- Pharmaceuticals & Biotechnology7.30%
- Petroleum Products6.43%
- IT - Software4.36%
- Automobiles3.86%
- Telecom - Services3.69%
- Power3.43%
- Ferrous Metals3.40%
- Gas3.14%
- Cement & Cement Products2.57%
- Diversified FMCG2.06%
- Personal Products1.76%
Each sector links to the mutual funds most exposed to it.
Thinking about SBI Contra Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Treps10.53%
- 2Hdfc Bank Ltd.6.59%
- 3Reliance Industries Ltd.5.35%
- 4Biocon Ltd.3.04%
- 5Tata Steel Ltd.2.98%
- 6Icici Bank Ltd.2.93%
- 7Punjab National Bank2.68%
- 8Kotak Mahindra Bank Ltd.2.59%
- 9Torrent Power Ltd.2.56%
- 10Indus Towers Ltd.2.43%
Investment Objective
SBI Contra Fund · Regular · Growth follows a value/contrarian investment strategy, seeking to identify undervalued stocks trading below their intrinsic worth. The fund aims to generate long-term capital appreciation by investing in companies that the market has overlooked or underpriced.
About This Fund
SBI Contra Fund · Regular · Growth is a Contra Fund mutual fund offered by SBI Mutual Fund. The fund has been operational for over 27 years. It manages assets worth ₹48,101 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 500 TRI. The current expense ratio is 1.50%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations