Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

48,729 Cr

Lock In Period

N/A

Expense Ratio

1.5

Benchmark

BSE 500 Total Return

Exit Load

For exit within 30 days from the date of allotment - 0.25 %.For exit after 30 days and within 90 days from the date of allotment - 0.10%For exit after 90 days from the date of allotment - Nil.

Summary

Latest details for SBI Contra Fund Growth include a 381.9822 NAV as of Mar 05,2026 and returns since inception of 67.07%. Minimum investments start at SIP ₹500. The SBI Contra Fund Growth AUM is ₹48,729 Cr, with a lock-in of N/A years, expense ratio of 1.5%, and benchmark BSE 500 Total Return. Exit load is - For exit within 30 days from the date of allotment - 0.25 %.For exit after 30 days and within 90 days from the date of allotment - 0.10%For exit after 90 days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded -2.34% returns, against a category average of -0.24% and a category best of 1.95%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.34-0.241.95
6M0.952.568.73
1Y10.687.3517.62
3Y18.6617.8879.87

Portfolio Analysis

  • Equity: 79.30%
  • Debt: 19.76%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Ltd.7.71%
2. Kotak Mahindra Bank Ltd.2.68%
3. ICICI Bank Ltd.1.47%
4. Axis Bank Ltd.1.38%
5. Bandhan Bank Ltd.0.48%
6. Equitas Small Finance Bank Ltd.0.48%

1. Biocon Ltd.3.02%
2. Alkem Laboratories Ltd.1.17%
3. Cipla Ltd.1.04%
4. Mankind Pharma Ltd.0.58%
5. Lupin Ltd.0.44%
6. Gland Pharma Ltd.0.31%
7. Aurobindo Pharma Ltd.0.22%
8. Sanofi India Ltd.0.21%

1. Reliance Industries Ltd.5.65%
2. Indian Oil Corporation Ltd.1.21%

1. Tech Mahindra Ltd.1.89%
2. HCL Technologies Ltd.1.23%
3. Infosys Ltd.0.93%
4. Wipro Ltd.0.73%
5. Tata Consultancy Services Ltd.0.60%

1. Punjab National Bank2.98%
2. State Bank of India1.11%
3. Bank of India0.40%

1. Tata Steel Ltd.2.94%
2. Steel Authority of India Ltd.0.32%
3. NMDC Steel Ltd.0.02%

1. Torrent Power Ltd.1.85%
2. CESC Ltd.0.67%

1. Grasim Industries Ltd.0.65%
2. Nuvoco Vistas Corporation Ltd.0.60%
3. ACC Ltd.0.48%
4. The Ramco Cements Ltd.0.48%
5. Prism Johnson Ltd.0.25%

1. Indus Towers Ltd.2.31%

1. Tata Motors Ltd.1.17%
2. Tata Motors Passenger Vehicles Ltd.0.89%

1. ITC Ltd.2.05%

1. Dabur India Ltd.1.96%

1. Bajaj Auto Ltd.1.28%
2. Hero MotoCorp Ltd.0.51%

1. GAIL (India) Ltd.1.78%

1. ICICI Prudential Life Insurance Company Ltd.1.15%
2. Life Insurance Corporation of India0.52%

1. Hindalco Industries Ltd.1.58%

1. Mahindra & Mahindra Financial Services Ltd.1.52%

1. Oil & Natural Gas Corporation Ltd.1.32%

1. Bharti Airtel Ltd.1.27%

1. Maruti Suzuki India Ltd.1.18%

1. FSN E-Commerce Ventures Ltd.1.08%

1. Aster DM Healthcare Ltd.1.04%

1. Petronet LNG Ltd.1.04%

About Fund

SBI Contra Fund Growth managed by SBI Mutual Fund,is a Contra Fundsscheme with Assets Under Management of ₹48,729 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.5. Under the expert guidance of Dinesh Balachandran ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundInvesco India Contra Fund Growth319945.73 CR1.64
This FundSBI Contra Fund Growth548729.33 CR1.5
Fund Name1Y3Y
This FundInvesco India Contra Fund Growth9.144566.946
This FundSBI Contra Fund Growth10.680467.0706

FAQs

SBI Contra Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Contra Fund Growth is 1.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Contra Fund Growth’s fund performance is as follows:
  • 1 Month : -2.34%
  • 6 Months : 0.95%
  • 1 Year : 10.68%
  • 3 Years : 18.66%
Returns of SBI Contra Fund Growth are updated daily based on NAV of ₹ 381.9822 as on Mar 05,2026. Since inception, the return has been 67.07%.

You can invest in SBI Contra Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Contra Fund Growth is ₹48,729 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Contra Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500