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Oct 09, 2026


Category Equity
AUM (Cr.) 47,589.39
Exit Load (%) 0.25
Min Inv Lumpsum 5,000
Expense Ratio 1.63
Sharpe Ratio -1.52
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.

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Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Contra Fund (G) -5.48 -4.01 -7.27 8.19 12.16 13.97
Benchmark - BSE 100 4.72 -0.34 4.35 4.52 7.6 0
Category Average - BEST EQUITY PERFORMERS -4.68 -0.9 -6.33 10.84 11.22 8.64
Category Rank 8/10 8/10 10/10 7/10 3/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Bandhan Contra Fund - Regular (IDCW) 9.5298 1.13 0.00 0.00 0.00 1,713.01 7.19 1,000.00 invest
Bandhan Contra Fund - Regular (G) 9.5298 1.13 0.00 0.00 0.00 1,713.01 7.19 1,000.00 invest
Invesco India Contra Fund (G) 127.7100 1.12 -6.17 11.87 10.38 20,643.56 1.87 1,000.00 invest
Invesco India Contra Fund (IDCW) 46.7900 1.12 -6.37 11.80 10.33 20,643.56 1.87 1,000.00 invest
Motilal Oswal Contra Fund - Regular (IDCW) 10.2696 0.88 0.00 0.00 0.00 445.64 3.94 500.00 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
Equity-Reliance Industr Jul 31, 2026 2,317.10 4.80 1.07
Equity-Kotak Mah. Bank Jul 31, 2026 1,250.09 2.59 -0.50
Equity-HDFC Bank Jul 31, 2026 2,278.06 4.72 -6.24
Equity-ICICI Bank Jul 31, 2026 2,136.10 4.43 4.38
Equity-Torrent Power Jul 31, 2026 1,269.48 2.63 -0.11
Equity-Punjab Natl.Bank Jul 31, 2026 1,305.71 2.71 5.64
Equity-Biocon Jul 31, 2026 1,705.95 3.53 1.77
Equity-GAIL (India) Jul 31, 2026 1,116.11 2.31 4.60
Equity-Indus Towers Jul 31, 2026 1,256.47 2.60 -0.15
Reverse Repo-TREPS Jul 31, 2026 4,710.94 9.76 28.21

latest news

SCHEME DETAILS

AMC Name
SBI Mutual Fund
Fund Name
SBI Contra Fund (G)
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