SBI Contra Direct Plan Growth

SBI Contra Direct Plan Growth

+16.47%
3Y annualised
+0.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 May '26
₹403.59
Min. for SIP
₹500
Fund size (AUM)
₹47,352.17 Cr
Expense ratio
0.79%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,111
-3.15%
3 years₹1,80,000₹1,94,050
+7.81%
5 years₹3,00,000₹4,15,651
+38.55%
10 years₹6,00,000₹15,22,038
+153.67%

Holdings (94)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.59%
Reliance Industries Ltd.EnergyEquity5.35%
Biocon Ltd.HealthcareEquity3.04%
Tata Steel Ltd.Metals & MiningEquity2.98%
ICICI Bank Ltd.FinancialEquity2.93%
Punjab National BankFinancialEquity2.68%
Kotak Mahindra Bank Ltd.FinancialEquity2.59%
Torrent Power Ltd.EnergyEquity2.56%
Indus Towers Ltd.CommunicationEquity2.43%
GAIL (India) Ltd.EnergyEquity2.12%
ITC Ltd.Consumer StaplesEquity2.06%
Dabur India Ltd.Consumer StaplesEquity1.76%
Tech Mahindra Ltd.TechnologyEquity1.65%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.56%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.51%
Bajaj Auto Ltd.AutomobileEquity1.38%
Aster DM Healthcare Ltd.HealthcareEquity1.36%
Axis Bank Ltd.FinancialEquity1.31%
Hindalco Industries Ltd.Metals & MiningEquity1.30%
Reserve Bank of IndiaFinancialT-Bills1.26%
Bharti Airtel Ltd.CommunicationEquity1.26%
FSN E-Commerce Ventures Ltd.ServicesEquity1.24%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity1.19%
Cognizant Technology Solutions Corp.TechnologyForgn. Eq1.15%
Alkem Laboratories Ltd.HealthcareEquity1.14%
State Bank of IndiaFinancialEquity1.13%
Maruti Suzuki India Ltd.AutomobileEquity1.11%
Indian Oil Corporation Ltd.EnergyEquity1.08%
Tata Motors Ltd.AutomobileEquity1.07%
Cipla Ltd.HealthcareEquity1.06%
Union Bank of IndiaFinancialCD1.05%
Reserve Bank of IndiaFinancialT-Bills1.05%
EPAM Systems IncTechnologyForgn. Eq1.04%
Petronet LNG Ltd.EnergyEquity1.02%
Embassy Office Parks REITConstructionREITs0.94%
Delhivery Ltd.ServicesEquity0.90%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity0.89%
HCL Technologies Ltd.TechnologyEquity0.89%
CESC Ltd.EnergyEquity0.87%
Larsen & Toubro Ltd.ConstructionEquity0.85%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.84%
United Spirits Ltd.Consumer StaplesEquity0.82%
Samvardhana Motherson International Ltd.AutomobileEquity0.77%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.71%
Infosys Ltd.TechnologyEquity0.69%
Grasim Industries Ltd.ConstructionEquity0.66%
Bandhan Bank Ltd.FinancialEquity0.64%
Wipro Ltd.TechnologyEquity0.64%
Mankind Pharma Ltd.HealthcareEquity0.63%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.58%
UPL Ltd.ChemicalsEquity0.57%
NMDC Ltd.Metals & MiningEquity0.54%
Prism Johnson Ltd.ConstructionEquity0.54%
Nuvoco Vistas Corporation Ltd.ConstructionEquity0.52%
Life Insurance Corporation of IndiaInsuranceEquity0.52%
Ashiana Housing Ltd.ConstructionEquity0.52%
Rallis India Ltd.ChemicalsEquity0.52%
Tata Consultancy Services Ltd.TechnologyEquity0.49%
Lupin Ltd.HealthcareEquity0.48%
Hero Motocorp Ltd.AutomobileEquity0.48%
Equitas Small Finance Bank Ltd.FinancialEquity0.47%
ACC Ltd.ConstructionEquity0.43%
Neogen Chemicals Ltd.ChemicalsEquity0.43%
The Ramco Cements Ltd.ConstructionEquity0.42%
Gland Pharma Ltd.HealthcareEquity0.41%
Steel Authority Of India Ltd.Metals & MiningEquity0.40%
Asian Paints Ltd.ChemicalsEquity0.39%
K.P.R. Mill Ltd.TextilesEquity0.37%
HDFC Asset Management Company Ltd.FinancialEquity0.37%
Aurobindo Pharma Ltd.HealthcareEquity0.36%
GR Infraprojects Ltd.ConstructionEquity0.36%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.35%
Disa India Ltd.Capital GoodsEquity0.30%
Indian Energy Exchange Ltd.ServicesEquity0.30%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.28%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity0.27%
Grindwell Norton Ltd.Metals & MiningEquity0.27%
Timken India Ltd.Capital GoodsEquity0.26%
Wendt (India) Ltd.Metals & MiningEquity0.24%
Ingersoll-Rand (India) Ltd.Capital GoodsEquity0.21%
V-Guard Industries Ltd.Consumer DiscretionaryEquity0.19%
Sanofi India Ltd.HealthcareEquity0.18%
Carborundum Universal Ltd.Metals & MiningEquity0.18%
Gateway Distriparks Ltd.ServicesEquity0.12%
Bank of IndiaFinancialEquity0.10%
Motherson Sumi Wiring India Ltd.AutomobileEquity0.09%
Automotive Axles Ltd.AutomobileEquity0.08%
Greenply Industries Ltd.Consumer StaplesEquity0.08%
Sula Vineyards Ltd.Consumer StaplesEquity0.07%
Reserve Bank of IndiaFinancialT-Bills0.03%
NMDC Steel Ltd.Metals & MiningEquity0.02%
Hindalco Industries Ltd.Metals & MiningCall Option-0.00%
Tata Steel Ltd.Metals & MiningCall Option-0.02%
Asian Paints Ltd.ChemicalsFutures-0.16%
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+16.5%+19.0%+16.7%+15.4%
Category average (Equity Value Oriented)+19.2%+18.8%+14.7%--
Rank (Equity Value Oriented)1725--

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 ₹12,55,465 Cr and the Latest NAV as of 13 May 2026 is ₹403.59. 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₹12,55,465.12 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,