EQUITY•CONTRA FUND
SBI Contra Fund
3 Year return
13.54%
NAV on August 08, 2026
421.6631
1D Returns
+1.09%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
23.92%₹861
Total Value ₹4,461
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹47,361.68 Cr.
Expense Ratio
0.84% (inclusive of GST)
Exit Load
For exit within 30 days from the date of allotment - 0.25% For exit after 30 days and within 90 days from the date of allotment - 0.10% For exit after 90 days from the date of allotment - Nil
Ratings
5
Ratings by other agencies
Value Research
5
Crisil
5
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
SBI Mutual Fund Manager
DB
Dinesh Balachandran
Fund Manager since Aug 2021
MJ
Mohit Jain
Fund Manager since Nov 2017
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
270
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Kotak Contra Fund | 17.7875% | 3 |
| Invesco India Contra Fund | 16.9492% | 2.5 |
| Motilal Oswal Contra Fund Â?' | N/A | 0 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
The SBI Contra Fund Direct Plan Growth is an equity fund by SBI Mutual Fund. It falls under the contra funds category. SBI Contra Fund Direct Plan Growth invests in a combination of large-cap, mid-cap, and small-cap stocks. It is an open-ended fund. Hence investors can invest in it at any time. The expense ratio of SBI Contra Fund Direct Plan Growth is relatively higher compared to other schemes in the same category.
Investment Objective of The Scheme
SBI Contra Fund Direct Plan Growth aims to generate long-term capital appreciation by investing in a diversified portfolio of equity securities. It follows a contrarian investment strategy and provides the investor with the opportunity for long-term capital appreciation.
Key Features of The Fund
5-year return
16.8189%
Expense Ratio
0.84%
Fund Manager
Dinesh Balachandran
Fund Size
₹47361.68 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
The SBI Contra Fund Direct Plan Growth is an equity fund that aims for long-term capital appreciation through a diversified portfolio of stocks. It's a higher-risk investment option, suitable for investors looking for higher returns over the long term. Keep in mind that this fund may not be suitable if you have short-term liquidity needs or if you're not comfortable with the associated high risks.
AMC Contact Details
| Name | SBI Mutual Fund |
| Launch Date | June 1987 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 425 5425 |
| customer.delight@sbimf.com | |
| Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Make Use of SIPs for Harnessing the Power of Compounding
To take advantage of compound interest, a lot of investors select Systematic Investment Plans (SIPs) for their mutual fund investments. By establishing a fixed amount of money to be invested every month, averaging the cost per unit over time, and mitigating the effects of market volatility, SIPs enable disciplined investing. Try the free mutual fund SIP calculator from Angel One to plan your investment and get an idea of possible returns.
FAQs
What is today's NAV of SBI Contra Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Contra Fund on August 08, 2026, is ₹421.6631
What is the AUM of SBI Contra Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Contra Fund, is ₹47361.68 crore.
What is the expense ratio of SBI Contra Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Contra Fund is 0.84%
What are the returns of SBI Contra Fund since inception?
The SBI Contra Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Contra Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Contra Fund is ₹500.
How do I invest in SBI Contra Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Contra Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Contra Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Contra Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,461 in 3Y at 13.5437% returns
SIP Date1st of every month
Your next SIP Payment will be on 9 September 2026
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