SBI Contra Fund Direct Growth

SBI Contra Fund Direct Growth

Equity

SBI Mutual Fund

Contra

Get the latest NAV of SBI Contra Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹432.71

▲0.7%1D

NAV as on 19 Dec 2025

16.6%/per year

Since Inception

Absolute Gain%

▲▼

54385 people have invested ₹ 40.1Cr in SBI Contra Fund Direct Growth in the last three months

SBI Contra Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (19-Dec-25)

The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-0.03%
2.45%
5.43%
4.5%
20.31%
25.21%
Nifty 500
-1.24%
0.81%
2.76%
6.09%
14.61%
15.83%
Contra Avg
-0.34%
0.47%
5.21%
3.14%
20.25%
19.91%
Best in Contra
-0.03%
2.45%
6.72%
5.55%
21.52%
25.21%
Worst in Contra
-0.55%
0.06%
4.32%
1.95%
20.31%
19.98%
Category Rank
1/3
1/3
1/3
1/3
1/3
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INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
SBI Contra Fund
1/3
49,838Cr
0.76%
4.5%
20.31%
5.79
0.94
1.07
1.93
1.45
Kotak Contra Fund Direct Growth
2/3
5,010Cr
0.57%
5.55%
21.52%
5.30
0.98
1.06
1.87
1.94
Invesco India Contra Fund Direct Growth
3/3
20,596Cr
0.53%
1.95%
20.45%
4.54
0.99
0.97
1.60
1.37
Positive: 5Y returns in the top 25% of the category
5Y returns in the top 25% of the category
Positive: Among most bought funds within the category
Among most bought funds within the category
Positive: Larger AUM within category
Larger AUM within category
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

SBI Contra Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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SBI Contra Fund Asset Allocation

See fund asset allocation details as on (14-Dec-25)

Fund Distribution

as on (14-Dec-25)

Large cap
52.2%
Mid cap
14.9%
Small cap
10.1%
Large Cap allocation has gone up from 51.4% to 52.2%
Large Cap allocation has gone up from 51.4% to 52.2%
Small Cap allocation has gone down from 11% to 10.1%
Small Cap allocation has gone down from 11% to 10.1%
Mid Cap allocation has gone up from 14.3% to 14.9%
Mid Cap allocation has gone up from 14.3% to 14.9%
Cash allocation has gone down from 16.4% to 5.3%
Cash allocation has gone down from 16.4% to 5.3%
Debt allocation has gone up from 2.8% to 3%
Debt allocation has gone up from 2.8% to 3%

SBI Contra Fund Sector Allocation

See fund sector allocation details as on (14-Dec-25)

Sector Allocation

Financial Services
29%
Energy
12.3%
Basic Materials
9.6%
Health
8.5%
Consumer Cyclical
8.1%
Consumer Defensive
8%
Tech
8%
Utilities
6.1%
Industrial
4.8%
Communication
3.8%
Real Estate
1.8%

Top 3 Sectors in November were Financial Services, Basic Materials & Energy

Nov'25

Financial Services

28%

Government

14%

Energy

12%

Oct'25

Financial Services

27%

Basic Materials

12%

Energy

12%

SBI Contra Fund Holdings Details

as on (30-Nov-25)

Holdings
Weight%
1M Change
HDFC Bank Ltd
8.18%
0%
Reliance Industries Ltd
6.2%
0%
Punjab National Bank
2.83%
12.7%
Kotak Mahindra Bank Ltd
2.73%
0%
ITC Ltd
2.52%
0%
See all
Top Stocks bought last month
Indus Towers Ltd Ordinary Shares's allocation increased from 1.47% to 2.03%
Indus Towers Ltd Ordinary Shares's allocation increased from 1.47% to 2.03%
Punjab National Bank's allocation increased from 2.51% to 2.83%
Punjab National Bank's allocation increased from 2.51% to 2.83%
Reliance Industries Ltd's allocation increased from 5.95% to 6.2%
Reliance Industries Ltd's allocation increased from 5.95% to 6.2%
Top Stocks sold last month
ITC Ltd's allocation decreased from 2.65 % to 2.52 %
ITC Ltd's allocation decreased from 2.65 % to 2.52 %
Tata Steel Ltd's allocation decreased from 2.75 % to 2.5 %
Tata Steel Ltd's allocation decreased from 2.75 % to 2.5 %
GAIL (India) Ltd's allocation decreased from 1.93 % to 1.84 %
GAIL (India) Ltd's allocation decreased from 1.93 % to 1.84 %

SBI Contra Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.76%
Benchmark
BSE 100 India TR INR
AUM₹49838 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5,000/₹500
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
45.13%
Risk
Risk meter
pointer
Very High Risk

About SBI Contra Fund

The SBI Contra Fund is an equity mutual fund from SBI Mutual Fund that invests in out-of-favour or undervalued stocks (a contrarian strategy) to achieve long-term capital appreciation. It employs a combination of top-down and bottom-up analysis to pick stocks across large-cap, mid-cap, and small-cap segments. The strategy focuses on assets that are currently unpopular, aiming to profit when market sentiment changes.

The primary benchmark for the fund is the BSE 500 Total Return Index (TRI), and its secondary benchmark is the BSE SENSEX TRI. Currently, the Fund size (AUM) stands at approximately ₹49,218 Crore.

Fund Manager

Pradeep Kesavan

Fund Manager of SBI Contra Fund Direct Growth, since 1 December 2023

Dinesh Balachandran

Fund Manager of SBI Contra Fund Direct Growth, since 7 May 2018

Learn more about SBI Mutual Fund
Parameters
Nov'25
Oct'25
Sep'25
AUM
₹ 49.8K Cr
₹ 49.2K Cr
₹ 47.2K Cr
  • AUM of the fund stands at 49.8K Cr as of Nov'25
  • AUM increased by 619.1 Cr between Nov'25 and Oct'25

Compare SBI Contra Fund

SBI Contra Fund

VS

Invesco India Contra Fund Direct Growth

Frequently Asked Questions for SBI Contra Fund Direct Growth

How do I invest in SBI Contra Fund?

INDmoney makes it simple to invest in the SBI Contra Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘SBI Contra Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of SBI Contra Fund?

The NAV of the fund today is ₹432.71. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

SBI Contra Fund fund has generated a return of 4.50% in 1 year, 20.31% in 3 years, 25.21% in 5 years.

Who is the fund manager of SBI Contra Fund?

The fund managers are Pradeep Kesavan, Dinesh Balachandran.

What is the exit load of the fund?

The exit load is 0.25% if redeemed in 0-30 Days, 0.1% if redeemed in 30-90 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.76%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹49838 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of SBI Contra Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(8.18%), Reliance Industries Ltd(6.2%), Punjab National Bank(2.83%)