SBI Contra Fund - Regular Plan -Growth

Category: Equity: Contra
Launch Date: 14-07-1999
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 1.49% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 44,068.57 Cr As on (30-04-2025)
Turn over: 18
NAV as on 05-06-2025

378.2231

0.99 (0.2608%)

CAGR Since Inception

16.87%

BSE 500 TRI 12.57%

PERFORMANCE of SBI Contra Fund - Regular Plan -Growth

Scheme Performance (%) Data as on - 06-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Contra Fund - Regular Plan -Growth 7.94 23.93 33.64 16.2 16.87
Benchmark - - - - -
Equity: Contra 9.76 23.69 28.28 15.98 15.6

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Dinesh Balachandran, Mr. Pradeep Kesavan,

Investment Objective

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

RETURNS CALCULATOR for SBI Contra Fund - Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of SBI Contra Fund - Regular Plan -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Contra Fund - Regular Plan -Growth 11.58 1.1 6.18 0.87 - -
Equity: Contra - - - - - -

PEER COMPARISION of SBI Contra Fund - Regular Plan -Growth

Period
Data as on - 06-06-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Contra Fund - Regular Plan -Growth 14-07-1999 7.94 24.03 23.93 33.64 16.2
Invesco India Contra Fund - Growth 11-04-2007 14.12 27.57 23.3 24.98 16.15
Kotak India EQ Contra Fund - Growth 27-07-2005 7.21 26.25 23.84 26.21 15.59

PORTFOLIO ANALYSIS of SBI Contra Fund - Regular Plan -Growth

Asset Allocation (%)