SBI Contra Fund Regular Growth

SBI Contra Fund Regular Growth

Equity

SBI Mutual Fund

Contra

Get the latest NAV of SBI Contra Fund Regular 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.

₹383.85

▲0.7%1D

NAV as on 25 Jun 2025

15.08%/per year

Since Inception

Absolute Gain%

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SBI Contra Fund Regular Growth Performance vs. Nifty 500

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

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

Period
This Fund
Nifty 500
Category Avg
1 Month
1.6%
2.26%
2.93%
3 Months
6.49%
8.67%
8.93%
6 Months
1.97%
3.99%
1.99%
1 Year
2.63%
4.14%
6.25%
3 Years
26.18%
20.48%
26.63%
5 Years
33.14%
22.34%
26.07%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
SBI Contra Fund Regular Growth
-
45,496Cr
1.49%
2.63%
26.18%
15.08%
Kotak India EQ Contra Fund Direct Growth
2/3
4,283Cr
1.86%
2.68%
26.18%
14.55%
Invesco India Contra Fund Direct Growth
3/3
18,398Cr
1.65%
8.55%
25.5%
15.4%

SBI Contra Fund Regular Growth 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 Regular Growth Asset Allocation

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

Fund Distribution

as on (14-Jun-25)

Equity 78.8%

Debt & Cash 21.2%

Large cap
52.8%
Small cap
11.6%
Mid cap
11.2%
Large Cap allocation has gone up from 51.9% to 52.8%
Large Cap allocation has gone up from 51.9% to 52.8%
Small Cap allocation has gone up from 10.9% to 11.6%
Small Cap allocation has gone up from 10.9% to 11.6%
Mid Cap allocation has gone down from 11.8% to 11.2%
Mid Cap allocation has gone down from 11.8% to 11.2%
Debt allocation has gone down from 0.2% to 0.2%
Debt allocation has gone down from 0.2% to 0.2%
Cash allocation has gone down from 22% to 21%
Cash allocation has gone down from 22% to 21%

SBI Contra Fund Regular Growth Sector Allocation

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

Sector Allocation

Equity 78.8%

Debt & Cash 21.2%

Financial Services
24.9%
Tech
11.2%
Basic Materials
10.5%
Energy
9.5%
Health
8.7%
Industrial
8.4%
Consumer Cyclical
8.2%
Utilities
6.5%
Consumer Defensive
5.9%
Communication
5.5%
Real Estate
0.6%

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

May'25

Financial Services

29%

Government

12%

Energy

12%

Apr'25

Financial Services

29%

Energy

12%

Basic Materials

9%

SBI Contra Fund Regular Growth Holdings Details

as on (31-May-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
8.65%
0%
Reliance Industries Ltd
6.16%
0%
ITC Ltd
3.56%
44.8%
Kotak Mahindra Bank Ltd
2.92%
0%
GAIL (India) Ltd
2.17%
0%
See all
Top Stocks bought last month
ITC Ltd's allocation increased from 2.59% to 3.56%
ITC Ltd's allocation increased from 2.59% to 3.56%
HDFC Bank Limited's allocation increased from 0.17% to 0.99%
HDFC Bank Limited's allocation increased from 0.17% to 0.99%
Indian Oil Corp Ltd's allocation increased from 0.52% to 1.12%
Indian Oil Corp Ltd's allocation increased from 0.52% to 1.12%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 8.83 % to 8.65 %
HDFC Bank Ltd's allocation decreased from 8.83 % to 8.65 %
Reliance Industries Ltd's allocation decreased from 6.29 % to 6.16 %
Reliance Industries Ltd's allocation decreased from 6.29 % to 6.16 %
Kotak Mahindra Bank Ltd's allocation decreased from 3.21 % to 2.92 %
Kotak Mahindra Bank Ltd's allocation decreased from 3.21 % to 2.92 %

SBI Contra Fund Regular Growth Overview

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

Expense ratio1.49%
Benchmark
BSE 100 India TR INR
AUM₹45496 Cr
Inception Date5 July, 1999
Min Lumpsum/SIP₹5000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
46.87%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About SBI Contra Fund Regular Growth

SBI Contra Fund Regular Growth is an equity fund. This fund was started on 5 July, 1999. The fund is managed by Dinesh Balachandran. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. SBI Contra Fund Regular Growth has ₹45496 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
  2. The fund has an expense ratio 1.5.

Returns

SBI Contra Fund Regular Growth has given a CAGR return of 15.08% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.63%, 26.18% and 33.14% respectively.

Holdings

SBI Contra Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Energy, Basic Materials, Health, Consumer Cyclical, Consumer Defensive, Tech, Utilities, Industrial, Communication, Real Estate. Its top holdings are HDFC Bank Ltd, Reliance Industries Ltd, ITC Ltd, Kotak Mahindra Bank Ltd, GAIL (India) Ltd

Taxation

As it is a contra mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of SBI Contra Fund Regular Growth

To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Contra Fund Regular Growth has no lock in period.

Fund Manager

Dinesh Balachandran

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

Learn more about SBI Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 45.5K Cr
₹ 44.1K Cr
₹ 42.2K Cr
  • AUM of the fund stands at 45.5K Cr as of May'25
  • AUM increased by 1.4K Cr between May'25 and Apr'25

Frequently Asked Questions for SBI Contra Fund Regular Growth

How do I invest in SBI Contra Fund Regular Growth?

INDmoney makes it simple to invest in the SBI Contra Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘SBI Contra Fund Regular Growth’.
  • 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 Regular Growth?

The NAV of the fund today is ₹383.85. 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 Regular Growth fund has generated a return of 2.63% in 1 year, 26.18% in 3 years, 33.14% in 5 years.

Who is the fund manager of SBI Contra Fund Regular Growth?

The fund managers are Dinesh Balachandran.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. 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 1.49%. 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 ₹45496 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 Regular Growth?

The top 3 holdings of the fund are HDFC Bank Ltd(8.65%), Reliance Industries Ltd(6.16%), ITC Ltd(3.56%)