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SBI Contra Fund - Regular Plan -Growth

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Thematic - Contra

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SBI Contra Fund Returns

NAV: ₹367.1758

As of 2026-05-13

-1.6%

1yr

15.39%

3yr

17.99%

5yr

All

May-25Aug-25Nov-25Feb-26May-26

SBI Contra Fund Return Calculator

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SBI Contra Fund Overview

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About SBI Contra Fund - Regular Plan -Growth

The SBI Contra Fund - Regular Plan -Growth , a Thematic - Contra multi-cap fund   Open Ended Mutual Funds   from SBI Funds Management Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

SBI Contra Fund - Regular Plan -Growth - Performance

The SBI Contra Fund - Regular Plan -Growth has set a great track record, delivering an impressive 1-year return of -1.6. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹43,753.5873 Cr. and the latest NAV declared is 367.1758 as on 2026-05-13.

SBI Contra Fund - Regular Plan -Growth - Investment Strategy

The SBI Contra Fund - Regular Plan -Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

SBI Contra Fund - Regular Plan -Growth - Fees and Expenses

The SBI Contra Fund - Regular Plan -Growth has an expense ratio of 1.53 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 0.25 if redeemed within 1 year of investment.

SBI Contra Fund - Regular Plan -Growth - SIP Planning

The SBI Contra Fund - Regular Plan -Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. SBI Contra Fund - Regular Plan -Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Thematic - Contra provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Thematic - Contra Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

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Lock-in Period

Nil

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Min SIP

500

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Min Lumpsum

₹5,000

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Fund Size(Cr)

₹43,753.59

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Expense Ratio

1.53%

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Exit Load

0.25%

0.25% on or before 30D, 0.10% after 30D but before 90D, Nil after 90D

Fund Analysis

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Bank on Investment Opportunities with SBI Contra Fund

The SBI Contra Fund is an investment scheme offered by SBI Mutual Fund, one of the leading companies offering mutual funds in India. As the name suggests, the fund follows a contrarian investment strategy, aiming to invest in stocks that are undervalued or unappreciated by the market. Managed by a team of experienced professionals, the SBI Contra Fund seeks to generate long-term capital appreciation by identifying opportunities in companies with strong fundamentals but that may be currently out of favor. With a focus on value investing and a diversified portfolio, the SBI Contra Fund aims to deliver consistent returns over the investment horizon while effectively managing risks.

Entry and Exit Load

While the entry load for SBI Contra Fund is nil, the exit load is 1 percent in case an investor redeems or switches his or her SBI Contra Fund units within 365 days of purchase.  

Minimum Investment Amount  

The minimum amount for lumpsum investment in SBI Contra Fund is Rs. 5000. However, if you opt for a systematic investment plan or SIP, you can start with just Rs. 1000.  

Fund Manager

SBI Contra Fund is managed by Dinesh Balachandran and Mohit Jain.  

Lock-in Period

There is no lock-in period for SBI Contra Fund. However, there is an exit load and investors are requested to pay heed to the same while redeeming their units within one year of purchase.  

Other Funds by SBI Mutual Fund

SBI Technology Opportunities Fund - Regular Plan - Growth

SBI Small Cap Fund - Regular Plan - Growth

SBI Healthcare Opportunities Fund - Regular Plan -Growth

SBI Magnum Midcap Fund - Regular Plan - Growth

SBI Large & Midcap Fund- Regular Plan -Growth

SBI Infrastructure Fund - Regular Plan - Growth

SBI Gold Fund Regular Plan - Growth

All of these SBI mutual fund plans are available on ZFunds, and you can start investing in them today. ZFunds’ experts can help you select and invest in the best mutual fund schemes basis your appetite for risk, financial goals, etc.  

Also Read : Best Regular Mutual Funds

SBI Contra Fund Holdings

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SBI Contra Fund AMC Details

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  • Fund House

    SBI Funds Management Private Limited

  • Fund Manager

    Dinesh Balachandran

SBI Contra Fund FAQs

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How can I invest in the SBI Contra Fund ?

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What are the historical returns of the SBI Contra Fund ?

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What is the Net Asset Value (NAV) of SBI Contra Fund currently?

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Is SBI Contra Fund a good investment option for me?

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What are the expense ratios associated with SBI Contra Fund ?

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Can I invest in both SIP and Lump Sum plans for SBI Contra Fund ?

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How can I redeem my investments in the SBI Contra Fund ?

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What is the current Asset Under Management (AUM) for SBI Contra Fund ?

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How can I invest in the SBI Contra Fund through SIPs of INR 1000 per month?

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Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.