Money Lancer
Equity: Contra
SBI Mutual Fund
SBI Mutual Fund · Equity: Contra

SBI Contra Fund - Regular Plan -Growth

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

EquityBenchmark · BSE 500 TRITER · 1.48%Inception · 14-07-1999
NAV
370.28
+0.84% · as of 14-05-2026
Since inception
15.94%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹474 Cr
AUM
Expense ratio
1.48%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +15.94% CAGR vs benchmark +12.11%.

Portfolio

Where the money is invested

Top holdings

TREPS9.74%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.76%
RELIANCE INDUSTRIES LIMITED EQ5.44%
BIOCON LIMITED EQ3.31%
TATA STEEL LIMITED EQ NEW FV RE.1/-3.25%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.03%
INDUS TOWERS LIMITED EQ2.68%
PUNJAB NATIONAL BANK EQ NEW FV RS. 2/-2.66%
Kotak Mahindra Bank Limited2.59%
TORRENT POWER LIMITED EQ NEW FV RS.10/-2.08%

Sector allocation

Financial Services22.39%
Oil, Gas & Consumable Fuels11.04%
Healthcare9.13%
Metals & Mining5.75%
Fast Moving Consumer Goods4.69%
Information Technology4.69%
Automobile and Auto Components4.66%
Telecommunication3.96%
Power2.83%
Capital Goods2.50%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 15.9% p.a.
₹10,000
10 years
Projected value
₹29,53,656
Invested: ₹12,00,000
Gained: ₹17,53,656
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Dinesh Balachandran
Manager since fund inception data not available
ISIN & identifiers
AMFI code
102414
ISIN (Growth)
INF200K01362
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Contra funds

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