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EQUITY•CONTRA FUND

SBI Contra Fund

3 Year return

19.67%
NAV on December 10, 2025
428.3119
1D Returns
-0.69%
Launched on January 2013(12 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
37.03%₹1,333
Total Value ₹4,933

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹49,218.42 Cr.
Expense Ratio
0.68% (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

ARQ Rating
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 May 2018

MJ

Mohit Jain

Fund Manager since Nov 2017

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Kotak Contra Fund20.9417%
3
Invesco India Contra Fund19.8826%
2.5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Contra Fund Direct Plan Growth

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
25.8176%
Expense Ratio
0.68%
Fund Manager
Dinesh Balachandran
Fund Size
₹49218.42 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

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://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

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 December 10, 2025, is ₹428.3119
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 ₹49218.42 crore.
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 0.68%
The SBI Contra Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,933 in 3Y at 19.6715% returns
SIP Date1st of every month

Your next SIP Payment will be on 10 January 2026

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