SBI Funds Management Private Limited

SBI Contra Fund - Regular Plan -Growth

EquityThematic - Contra
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return26%
  • 3 yr return40.6%
  • 5 yr return17.1%
  • Expense Ratio1.88%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees9719.5
  • NAVRupees248.5

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Fund Video


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

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Investment Objective

To Provide The Investors Maximum Growth Opportunity Through Equity Investments In Stocks Of Growth Oriented Sectors Of The Economy. There Are Five Sub-Funds Dedicated To Specific Investment Themes Viz. Information Technology,Pharmaceuticals, Fmcg, Contrarian (Investment In Stocks Currently Out Of Favour) And Emerging Businesses.

Tax Implications

Taxation on mutual fund explained :


Top Holdings

  • Companies %
  • TREPS 14.5
  • GAIL (India) Ltd. 3.5
  • ICICI Bank Ltd. 2.9
  • HDFC Bank Ltd. 2.5
  • Torrent Power Ltd. 2.2
  • Axis Bank Ltd. 2.2
  • Equitas Small Finance Bank Ltd. 2.1
  • Housing Development Finance Corporation Ltd. 2.1
  • Tech Mahindra Ltd. 2.1
  • 91 DAY T-BILL 11.05.23 2
  • Power Grid Corporation of India Ltd. 2
  • Sectors %
  • Cash/Deposits/Margins/Treps/Repo/Swaps13.8
  • Banks12.8
  • Govt-Sec8.4
  • Power6.3
  • Industrial Products5

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