SBI Contra Fund Growth

SBI Contra Fund Growth

+17.10%
3Y annualised
+1.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Apr '26
₹369.39
Min. for SIP
₹500
Fund size (AUM)
₹43,753.59 Cr
Expense ratio
1.53%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,268
-2.89%
3 years₹1,80,000₹1,95,482
+8.60%
5 years₹3,00,000₹4,15,068
+38.36%
10 years₹6,00,000₹14,76,295
+146.05%

Holdings (95)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.76%
Reliance Industries Ltd.EnergyEquity5.44%
Biocon Ltd.HealthcareEquity3.31%
Tata Steel Ltd.Metals & MiningEquity3.25%
ICICI Bank Ltd.FinancialEquity3.03%
Indus Towers Ltd.CommunicationEquity2.68%
Punjab National BankFinancialEquity2.66%
Kotak Mahindra Bank Ltd.FinancialEquity2.59%
Torrent Power Ltd.EnergyEquity2.08%
ITC Ltd.Consumer StaplesEquity2.04%
GAIL (India) Ltd.EnergyEquity1.94%
Dabur India Ltd.Consumer StaplesEquity1.77%
Tech Mahindra Ltd.TechnologyEquity1.68%
Hindalco Industries Ltd.Metals & MiningEquity1.62%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.55%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.55%
Cognizant Technology Solutions Corp.TechnologyForgn. Eq1.43%
Aster DM Healthcare Ltd.HealthcareEquity1.41%
Reserve Bank of IndiaFinancialT-Bills1.36%
EPAM Systems IncTechnologyForgn. Eq1.33%
Bajaj Auto Ltd.AutomobileEquity1.31%
Axis Bank Ltd.FinancialEquity1.30%
Bharti Airtel Ltd.CommunicationEquity1.28%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity1.27%
Alkem Laboratories Ltd.HealthcareEquity1.22%
FSN E-Commerce Ventures Ltd.ServicesEquity1.19%
Union Bank of IndiaFinancialCD1.13%
Reserve Bank of IndiaFinancialT-Bills1.13%
State Bank of IndiaFinancialEquity1.12%
Tata Motors Ltd.AutomobileEquity1.12%
Indian Oil Corporation Ltd.EnergyEquity1.12%
Maruti Suzuki India Ltd.AutomobileEquity1.11%
HCL Technologies Ltd.TechnologyEquity1.08%
Cipla Ltd.HealthcareEquity1.07%
Embassy Office Parks REITConstructionREITs1.01%
Petronet LNG Ltd.EnergyEquity0.99%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity0.84%
United Spirits Ltd.Consumer StaplesEquity0.82%
Larsen & Toubro Ltd.ConstructionEquity0.80%
Infosys Ltd.TechnologyEquity0.79%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.77%
CESC Ltd.EnergyEquity0.75%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.73%
Samvardhana Motherson International Ltd.AutomobileEquity0.72%
Delhivery Ltd.ServicesEquity0.68%
Grasim Industries Ltd.ConstructionEquity0.65%
Wipro Ltd.TechnologyEquity0.64%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.63%
Mankind Pharma Ltd.HealthcareEquity0.61%
Nuvoco Vistas Corporation Ltd.ConstructionEquity0.54%
Lupin Ltd.HealthcareEquity0.53%
Hero Motocorp Ltd.AutomobileEquity0.52%
UPL Ltd.ChemicalsEquity0.52%
Life Insurance Corporation of IndiaInsuranceEquity0.51%
Tata Consultancy Services Ltd.TechnologyEquity0.50%
NMDC Ltd.Metals & MiningEquity0.50%
Bandhan Bank Ltd.FinancialEquity0.49%
Asian Paints Ltd.ChemicalsEquity0.47%
Ashiana Housing Ltd.ConstructionEquity0.46%
Rallis India Ltd.ChemicalsEquity0.46%
The Ramco Cements Ltd.ConstructionEquity0.44%
Gland Pharma Ltd.HealthcareEquity0.43%
ACC Ltd.ConstructionEquity0.41%
Equitas Small Finance Bank Ltd.FinancialEquity0.39%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.38%
Aurobindo Pharma Ltd.HealthcareEquity0.37%
Steel Authority Of India Ltd.Metals & MiningEquity0.36%
K.P.R. Mill Ltd.TextilesEquity0.36%
HDFC Asset Management Company Ltd.FinancialEquity0.33%
GR Infraprojects Ltd.ConstructionEquity0.33%
Neogen Chemicals Ltd.ChemicalsEquity0.32%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.30%
Indian Energy Exchange Ltd.ServicesEquity0.29%
Disa India Ltd.Capital GoodsEquity0.29%
Prism Johnson Ltd.ConstructionEquity0.27%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity0.27%
Timken India Ltd.Capital GoodsEquity0.27%
Grindwell Norton Ltd.Metals & MiningEquity0.25%
Wendt (India) Ltd.Metals & MiningEquity0.23%
V-Guard Industries Ltd.Consumer DiscretionaryEquity0.19%
Sanofi India Ltd.HealthcareEquity0.18%
Ingersoll-Rand (India) Ltd.Capital GoodsEquity0.18%
Carborundum Universal Ltd.Metals & MiningEquity0.16%
Gateway Distriparks Ltd.ServicesEquity0.11%
Bank of IndiaFinancialEquity0.10%
Motherson Sumi Wiring India Ltd.AutomobileEquity0.09%
Automotive Axles Ltd.AutomobileEquity0.07%
Sula Vineyards Ltd.Consumer StaplesEquity0.06%
Greenply Industries Ltd.Consumer StaplesEquity0.06%
Reserve Bank of IndiaFinancialT-Bills0.03%
NMDC Steel Ltd.Metals & MiningEquity0.02%
Tata Steel Ltd.Metals & MiningCall Option-0.01%
Hindalco Industries Ltd.Metals & MiningCall Option-0.01%
Reliance Industries Ltd.EnergyCall Option-0.02%
FSN E-Commerce Ventures Ltd.ServicesFutures-0.40%
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+17.1%+18.9%+16.3%+18.5%
Category average (Equity Value Oriented)+19.2%+18.8%+14.7%--
Rank (Equity Value Oriented)1313--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 Fund Growth

SBI Contra Fund 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 Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹11,46,811 Cr and the Latest NAV as of 10 Apr 2026 is ₹369.39. The SBI Contra Fund 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₹11,46,810.93 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,