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Apr 13, 2026


Category Equity
AUM (Cr.) 43,753.59
Exit Load (%) 0.25
Min Inv Lumpsum 5,000
Expense Ratio 1.50
Sharpe Ratio -1.44
Beta Ratio 0.00
Fund Manager Dinesh Balachandran
Inception Date Jul 14, 1999
Risk Level Very High

Investment Objective

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.

S&P BSE 100 Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Contra Fund (IDCW) 1.22 -4.16 4.63 16.46 19.41 18.46
Benchmark - S&P BSE 100 4.72 -0.34 4.35 4.52 7.6 0
Category Average - BEST EQUITY PERFORMERS 2.67 -5.47 6.07 17.48 17.04 15.47
Category Rank 10/1 10/1 9/1 5/1 3/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Contra Fund (G) 145.9550 -0.76 9.28 18.51 16.36 4,679.19 1.83 100.00 invest
Kotak Contra Fund (IDCW) 50.3100 -0.77 9.28 18.51 16.36 4,679.19 1.83 100.00 invest
Invesco India Contra Fund (G) 126.0400 -0.90 4.31 17.48 15.34 17,663.58 1.62 1,000.00 invest
Invesco India Contra Fund (IDCW) 46.1700 -0.92 4.08 17.39 15.28 17,663.58 1.62 1,000.00 invest
Invesco India Contra Fund (IDCW) 46.1700 -0.92 4.08 17.39 15.28 17,663.58 1.62 1,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Contra Fund (IDCW) 1.22 -4.16 4.63 16.46 19.41 18.46
Benchmark - S&P BSE 100 4.72 -0.34 4.35 4.52 7.6 0
Category Average - BEST EQUITY PERFORMERS 2.67 -5.47 6.07 17.48 17.04 15.47
Category Rank 10/1 10/1 9/1 5/1 3/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Contra Fund (G) 145.9550 -0.76 9.28 18.51 16.36 4,679.19 1.83 100.00 invest
Kotak Contra Fund (IDCW) 50.3100 -0.77 9.28 18.51 16.36 4,679.19 1.83 100.00 invest
Invesco India Contra Fund (G) 126.0400 -0.90 4.31 17.48 15.34 17,663.58 1.62 1,000.00 invest
Invesco India Contra Fund (IDCW) 46.1700 -0.92 4.08 17.39 15.28 17,663.58 1.62 1,000.00 invest
Invesco India Contra Fund (IDCW) 46.1700 -0.92 4.08 17.39 15.28 17,663.58 1.62 1,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-TREPS Mar 31, 2026 4,259.86 9.74 -19.29
Equity-HDFC Bank Mar 31, 2026 2,959.07 6.76 -17.60
Equity-Reliance Industr Mar 31, 2026 2,381.06 5.44 -3.59
Equity-Biocon Mar 31, 2026 1,446.27 3.31 -7.41
Equity-Tata Steel Mar 31, 2026 1,421.06 3.25 -9.64
Equity-ICICI Bank Mar 31, 2026 1,324.27 3.03 37.56
Equity-Indus Towers Mar 31, 2026 1,174.45 2.68 -8.09
Equity-Punjab Natl.Bank Mar 31, 2026 1,164.96 2.66 -22.31
Equity-Kotak Mah. Bank Mar 31, 2026 1,131.90 2.59 -14.88
Equity-Torrent Power Mar 31, 2026 911.76 2.08 -11.08

latest news

SCHEME DETAILS

AMC Name
SBI Mutual Fund
Fund Name
SBI Contra Fund (IDCW)
Contact Person
Dinesh Balachandran
Registered Address
9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
Telephone No
022-61793000
Fax No.
022-67425687
Email
customer.delight:sbimf.com
Website
www.sbimf.com