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Contra Fundregulargrowth📊 BSE 500 TRI

SBI CONTRA FUND - REGULAR PLAN -GROWTH

SBI Mutual Fund

#2 of 3 (1Y)

₹370.9683

3.96 (-1.06%)

NAV as of 31 May 2026

Today's NAV — all variants

Regular · Growth

₹₹370.9683

3.96 (-1.06%)

31 May 2026

AMFI: 102414

Direct · Growth

₹₹407.9126

4.32 (-1.05%)

31 May 2026

AMFI: 119835

Regular · IDCW

₹₹64.3279

0.69 (-1.06%)

31 May 2026

AMFI: 100915

Direct · IDCW

₹₹86.0873

0.91 (-1.05%)

31 May 2026

AMFI: 119724

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.18%
1 Month-1.57%
3 Months-4.91%
6 Months-6.41%
1 Year-1.88%
3 Years (CAGR)+15.62%
5 Years (CAGR)+17.57%
10 Years (CAGR)
Since Inception (Jun 1999)+15.99%

Returns calculated from 20 April 2020 onwards due to a structural change in the scheme on that date. Pre-2020 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.44%
3 Year SIP+5.59%
5 Year SIP+12.97%
Since Inception (Jun 1999)+14.12%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹25,200

Invested

₹1,35,936

Value today

14.1%

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

₹1,13,307

Value today

16.0%

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

₹12,60,000

Withdrawn

₹1,58,64,689

Corpus left

+₹1,61,24,689 net gain — withdrew ₹12,60,000 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

₹1,35,96,883

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

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹1,35,936

Benchmark

₹1,16,744

+₹19,192 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹5,37,659

Value today

5.4×

Multiple

Staying invested through that crash turned ₹1L into ₹5,37,659 — a 5.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,57,043

Regular plan

₹1,49,369

Direct earns ₹7,674 more on a ₹60K investment1.28% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSBI Mutual Fund
CategoryContra Fund
Plan Typeregular
Optiongrowth
AUM₹48,101 Cr
Expense Ratio1.50%
Min SIP₹100
Min Lumpsum₹5,000
BenchmarkBSE 500 TRI ✓
Launch Date04 Jun 1999
AMFI Code102414

Risk Metrics

Trailing 1 year, annualised

-0.69

Sharpe Ratio

-0.07

Alpha

0.37

Beta

-0.66

Sortino

12.28%

Std Dev

-13.61%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity46 holdings · 10535.0%
Security% NAV

HDFC Bank Ltd.

INE040A01034

676.00%

HDFC Bank Ltd.

INE040A01034

659.00%

Reliance Industries Ltd.

INE002A01018

544.00%

Reliance Industries Ltd.

INE002A01018

535.00%

Biocon Ltd.

INE376G01013

331.00%

Tata Steel Ltd.

INE081A01020

325.00%

Biocon Ltd.

INE376G01013

304.00%

ICICI Bank Ltd.

INE090A01021

303.00%

Tata Steel Ltd.

INE081A01020

298.00%

ICICI Bank Ltd.

INE090A01021

293.00%

Indus Towers Ltd.

INE121J01017

268.00%

Punjab National Bank

INE160A01022

268.00%

Punjab National Bank

INE160A01022

266.00%

Kotak Mahindra Bank Ltd.

INE237A01036

259.00%

Kotak Mahindra Bank Ltd.

INE237A01036

259.00%

Torrent Power Ltd.

INE813H01021

256.00%

Indus Towers Ltd.

INE121J01017

243.00%

GAIL (India) Ltd.

INE129A01019

212.00%

Torrent Power Ltd.

INE813H01021

208.00%

ITC Ltd.

INE154A01025

206.00%

ITC Ltd.

INE154A01025

204.00%

GAIL (India) Ltd.

INE129A01019

194.00%

Dabur India Ltd.

INE016A01026

177.00%

Dabur India Ltd.

INE016A01026

176.00%

Tech Mahindra Ltd.

INE669C01036

168.00%

Tech Mahindra Ltd.

INE669C01036

165.00%

Hindalco Industries Ltd.

INE038A01020

162.00%

Mahindra & Mahindra Financial Services Ltd.

INE774D01024

156.00%

Mahindra & Mahindra Financial Services Ltd.

INE774D01024

155.00%

Oil & Natural Gas Corporation Ltd.

INE213A01029

155.00%

Oil & Natural Gas Corporation Ltd.

INE213A01029

151.00%

Cognizant Technology Solutions Corporation

US1924461023

143.00%

Aster DM Healthcare Ltd.

INE914M01019

141.00%

Bajaj Auto Ltd.

INE917I01010

138.00%

Aster DM Healthcare Ltd.

INE914M01019

136.00%

Epam Systems Inc

US29414B1044

133.00%

Axis Bank Ltd.

INE238A01034

131.00%

Bajaj Auto Ltd.

INE917I01010

131.00%

Hindalco Industries Ltd.

INE038A01020

130.00%

Axis Bank Ltd.

INE238A01034

130.00%

Bharti Airtel Ltd.

INE397D01024

128.00%

ICICI Prudential Life Insurance Company Ltd.

INE726G01019

127.00%

Bharti Airtel Ltd.

INE397D01024

126.00%

FSN E-Commerce Ventures Ltd.

INE388Y01029

124.00%

Alkem Laboratories Ltd.

INE540L01014

122.00%

FSN E-Commerce Ventures Ltd.

INE388Y01029

119.00%
Debt4 holdings · 2289.0%
Security% NAV

TREPS

1053.00%

TREPS

974.00%

91 DAY T-BILL 14.05.26

IN002025X455

136.00%

91 DAY T-BILL 14.05.26

IN002025X455

126.00%

Performance Comparison

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Investment Objective

SBI CONTRA FUND - REGULAR PLAN -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 PLAN -GROWTH is a Contra Fund mutual fund offered by SBI Mutual Fund. The fund has been operational for over 26 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