Return
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This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹49,112 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 ₹355.7565 NAV as of Apr 07,2026 and returns since inception of 55.41%. Minimum investments start at SIP ₹500. The SBI Contra Fund Growth AUM is ₹49,112 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 -6.18% returns, against a category average of -1.08% and a category best of 1.95%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.18 | -1.08 | 1.95 |
| 6M | -6.93 | 0.47 | 8.73 |
| 1Y | 4.20 | 6.13 | 15.33 |
| 3Y | 15.83 | 16.19 | 68.45 |
Portfolio Analysis
- Equity: 80.88%
- Debt: 18.21%
- Others
As on: 2026-02-28
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About Fund
SBI Contra Fund Growth managed by SBI Mutual Fund,is a Contra Fundsscheme with Assets Under Management of ₹49,112 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Contra Fund Growth | 5 | 49111.5 CR | 1.5 |
| This FundInvesco India Contra Fund Growth | 3 | 19948.05 CR | 1.62 |
| This FundKotak Contra Fund - Growth | 2 | 5224.68 CR | 1.83 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Contra Fund Growth | 4.2045 | 55.4111 |
| This FundInvesco India Contra Fund Growth | 3.3305 | 56.878 |
| This FundKotak Contra Fund - Growth | 8.3826 | 61.9428 |
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 : -6.18%
- 6 Months : -6.93%
- 1 Year : 4.20%
- 3 Years : 15.83%
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 ₹49,112 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