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Contra Fund

SBI Contra Fund · Direct · Growth

SBI Mutual Fund

NAV

₹418.9438

as of 31 Jul 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+1.15%
3Y
+13.05%
5Y
+16.87%
Since Inception
+15.46%

SIP returns (XIRR)

1Y
+1.00%
3Y
+6.28%
5Y
+13.63%
Since Inception
+16.83%

Performance Comparison

Sectoral allocation

as of 30 Jun 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategoryContra Fund
Launch Date02 Jan 2013
AMFI Code119835
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadFor purchases/ switches made w.e.f.24.08.2009 - Entry Load: NIL; Exit Load: 1% if redeemed/ switched out within 1 year from the date of investment; NIL if redeemed/ switched after 1 year from the date of investment. W.E.F. 01-June-2013 STT @0.001% is applicable at the time of redemption / switchover. For applicability of load structure, please refer to SAI / SID / KIM / Addendum issued from time to time.**KYC is mandatory with effect from 1st January, 2011 irrespective of investment amount for all categories of investors.** **Nomination is mandatory for new folios/accounts opened by individuals especially with single holding**

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026

portfolio shared with SBI CONTRA FUND - REGULAR PLAN -GROWTH

Holding% NAV
  1. 1Treps7.76%
  2. 2Hdfc Bank Ltd.5.13%
  3. 3Reliance Industries Ltd.4.84%
  4. 4Icici Bank Ltd.4.32%
  5. 5Biocon Ltd.3.54%
  6. 6Torrent Power Ltd.2.68%
  7. 7Indus Towers Ltd.2.66%
  8. 8Kotak Mahindra Bank Ltd.2.65%
  9. 9Punjab National Bank2.61%
  10. 10Gail (India) Ltd.2.25%
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Investment Objective

SBI Contra Fund · Direct · 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 · Direct · Growth is a Contra Fund mutual fund offered by SBI Mutual Fund. The fund has been operational for over 13 years.

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
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