SBI Contra Fund - Regular Plan -Growth

Fund House: SBI Mutual Fund
Category: Equity: Contra
Launch Date: 14-07-1999
Asset Class: Equity
Benchmark: BSE 500 TRI
TER: 1.51% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 47,205.42 Cr As on 30-09-2025(Source:AMFI)
Turn over: 18%

386.4006

16.66%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 0 Months
7 Years 10 Months
8 Years 2 Months
17 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is 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

Current Asset Allocation (%)

Indicators

Standard Deviation 12.22
Sharpe Ratio 1.1
Alpha 4.02
Beta 0.89
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Contra Fund - Regular Plan -Growth 14-07-1999 -1.39 16.88 20.91 29.52 16.07
Kotak Contra Fund - Regular Plan - Growth 27-07-2005 1.41 21.92 22.6 23.39 15.92
Invesco India Contra Fund - Growth 11-04-2007 0.12 22.18 20.9 22.59 16.12

Scheme Characteristics

Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.19%

Others

22.42%

Large Cap

51.76%

Mid Cap

14.63%

Feedback
Notification