SBI Contra Direct Plan Growth

SBI Contra Direct Plan Growth

+13.80%
3Y annualised
+0.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Jul '26
₹416.62
Min. for SIP
₹500
Fund size (AUM)
₹47,361.68 Cr
Expense ratio
0.84%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,939
-0.10%
3 years₹1,80,000₹1,94,323
+7.96%
5 years₹3,00,000₹4,14,481
+38.16%
10 years₹6,00,000₹15,28,742
+154.79%

Holdings (98)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo7.76%
NIFTY_28/07/2026FinancialIndex Derivatives7.61%
HDFC Bank LtdFinancialEquity5.13%
Reliance Industries LtdEnergy & UtilitiesEquity4.84%
ICICI Bank LtdFinancialEquity4.32%
Biocon LtdHealthcareEquity3.54%
Torrent Power LtdEnergy & UtilitiesEquity2.68%
Indus Towers LtdTechnologyEquity2.66%
Kotak Mahindra Bank LtdFinancialEquity2.65%
Punjab National BankFinancialEquity2.61%
GAIL (India) LtdEnergy & UtilitiesEquity2.25%
Tata Steel LtdMaterialsEquity2.07%
ITC LtdConsumer StaplesEquity1.88%
Mahindra & Mahindra Financial Services LtdFinancialEquity1.80%
Dabur India LtdConsumer StaplesEquity1.68%
State Bank of IndiaFinancialEquity1.63%
Tech Mahindra LtdTechnologyEquity1.57%
Aster DM Healthcare LtdHealthcareEquity1.52%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.46%
Axis Bank LtdFinancialEquity1.39%
Delhivery LtdIndustrialsEquity1.38%
JSW Infrastructure LtdIndustrialsEquity1.36%
Bajaj Auto LtdConsumer DiscretionaryEquity1.34%
Bharti Airtel LtdTechnologyEquity1.23%
Cipla LtdHealthcareEquity1.19%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity1.19%
Maruti Suzuki India LtdConsumer DiscretionaryEquity1.17%
NHPC LtdEnergy & UtilitiesEquity1.15%
Hindalco Industries LtdMaterialsEquity1.14%
ICICI Prudential Life Insurance Company LtdFinancialEquity1.13%
Tata Motors LtdIndustrialsEquity1.11%
Indian Oil Corporation LtdEnergy & UtilitiesEquity1.06%
UPL LtdMaterialsEquity1.06%
GOVERNMENT OF INDIA 37435 091 DAYS TBILL 13AG26 FV RS 100FinancialTreasury Bills1.05%
GOVERNMENT OF INDIA 37477 091 DAYS TBILL 03SP26 FV RS 100FinancialTreasury Bills1.05%
Petronet LNG LtdEnergy & UtilitiesEquity1.04%
Embassy Office Parks REITReal EstateReal Estate Investment Trusts0.97%
Bandhan Bank LtdFinancialEquity0.96%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity0.94%
JSW Energy LtdEnergy & UtilitiesEquity0.93%
Tata Motors LtdConsumer DiscretionaryEquity0.92%
Larsen & Toubro LtdIndustrialsEquity0.88%
United Spirits LtdConsumer StaplesEquity0.84%
Cognizant Technology Solutions Corp Forgn. Eq (CTSH)TechnologyForeign - Equity0.84%
HCL Technologies LtdTechnologyEquity0.80%
CESC LtdEnergy & UtilitiesEquity0.78%
JSW Steel LtdMaterialsEquity0.75%
Grasim Industries LtdMaterialsEquity0.73%
EPAM Systems Inc (EPAM)TechnologyForeign - Equity0.72%
Mankind Pharma Ltd.HealthcareEquity0.71%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VII 7.75 BD 10JU27 FVRS1LACFinancialDebenture0.71%
Whirlpool Of India LtdConsumer DiscretionaryEquity0.69%
Ashiana Housing LtdReal EstateEquity0.60%
Gland Pharma LtdHealthcareEquity0.59%
Infosys LtdTechnologyEquity0.58%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VI 7.79 BD 14MY27 FVRS1LACFinancialDebenture0.58%
Life Insurance Corporation of IndiaFinancialEquity0.57%
Prism Johnson LtdMaterialsEquity0.54%
Wipro Ltd. 28.07.2026TechnologyFutures0.54%
NUVOCO Vistas Corp LtdMaterialsEquity0.54%
Neogen Chemicals LtdMaterialsEquity0.53%
Cash MarginUnspecifiedCash Margin0.53%
Equitas Small Finance Bank LtdFinancialEquity0.53%
Aurobindo Pharma LtdHealthcareEquity0.52%
NMDC LtdMaterialsEquity0.51%
Lupin LtdHealthcareEquity0.51%
KPR Mills LtdConsumer DiscretionaryEquity0.47%
Hero Motocorp LtdConsumer DiscretionaryEquity0.45%
Carborundum Universal LtdMaterialsEquity0.45%
Rallis India LtdMaterialsEquity0.43%
The Ramco Cements LtdMaterialsEquity0.41%
ACC LtdMaterialsEquity0.40%
Tata Consultancy Services LtdTechnologyEquity0.40%
Grindwell Norton LtdMaterialsEquity0.36%
HDFC Asset Management Company LtdFinancialEquity0.36%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25A 7.70 BD 30SP27 FVRS1LACFinancialDebenture0.35%
G R Infraprojects LtdIndustrialsEquity0.35%
EID-Parry (India) LtdMaterialsEquity0.30%
Indian Energy Exchange LtdFinancialEquity0.30%
Wendt (India) LtdMaterialsEquity0.29%
Disa India LtdIndustrialsEquity0.29%
Timken India LtdIndustrialsEquity0.27%
Ingersoll Rand India LtdIndustrialsEquity0.22%
Steel Authority Of India LtdMaterialsEquity0.18%
Sanofi India LtdHealthcareEquity0.18%
V-Guard Industries LtdIndustrialsEquity0.17%
Gateway Distriparks LtdIndustrialsEquity0.12%
Bank of IndiaFinancialEquity0.10%
Motherson Sumi Wiring India LtdIndustrialsEquity0.09%
Greenply Industries LtdMaterialsEquity0.08%
Automotive Axles LtdConsumer DiscretionaryEquity0.07%
Alkem Laboratories LtdHealthcareEquity0.07%
Sula Vineyards LtdConsumer StaplesEquity0.07%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LACFinancialDebenture0.06%
GOVERNMENT OF INDIA 36714 364 DAYS TBILL 19NV26 FV RS 100FinancialTreasury Bills0.03%
NMDC Steel Ltd.MaterialsEquity0.02%
FSN E-Commerce Ventures Ltd. 28.07.2026Consumer DiscretionaryFutures-0.49%
Net PayablesUnspecifiedNet Payables-7.40%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+13.8%+16.9%+16.2%+15.4%
Category average (Equity Value Oriented)+19.2%+18.8%+14.7%--
Rank (Equity Value Oriented)1924--

Exit load, stamp duty and tax

Exit load

Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

DB
Dinesh Balachandran
May 2018 - Present
View details

Education
Mr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.
Experience
Prior to joining SBI Funds Management Pvt. Ltd. he has worked with Fidelity Investments, USA.

PK
Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

About SBI Contra Direct Plan Growth

SBI Contra Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Dinesh Balachandran is the Current Fund Manager of SBI Contra Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,71,425 Cr and the Latest NAV as of 17 Jul 2026 is ₹416.62. The SBI Contra Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkBSE 500 Total Return Index

Fund house

Rank (total assets)#1 in India
Total AUM₹12,71,425.47 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,