sbi-contra-fund-direct-g

SBI Contra Fund - Direct (G)

  1. Equity
  2. Growth
  • NAV as on Jul 01, 2025 ₹425
  • Total Returns 17.02% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
sbi-contra-fund-direct-g

Overview of SBI Contra Fund - Direct (G)

  • Fund House
    SBI Contra Fund
  • Fund Size
    ₹45,496 Cr
  • Expense Ratio
    0.62%
  • Benchmark
    BSE 500 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    For exit within 1 year from the date of allotment - 1%. For exit after 1 years from the date of allotment - NIL.
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

SBI Contra Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

SBI Contra Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.18%
  • 9.41%
  • 3.68%
  • 3.66%
  • 27.48%
  • 34.44%

Category Average

  • 3.61%
  • 11.24%
  • 2.99%
  • 5.26%
  • 26.8%
  • 28.77%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    23.16%
  • Banks
    20.11%
  • Pharmaceuticals & Biotech
    6.26%
  • IT-Software
    5.32%
  • Petroleum Products
    4.74%
  • Gas
    3.47%

More about SBI Contra Fund - Direct (G)

SBI Contra Fund - Direct (G) is a mutual fund under the Growth category, managed by SBI Mutual Fund. It was launched on 07 Feb 1992, and has been active for over 33 years. As of 31 Mar 2025 the fund manages assets worth ₹45,496 Crores. The expense ratio is 0.62%.

This fund generated returns of 3.66% in the last 1 year. Since its inception, it has provided an average annual return of 17.02%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, Pharmaceuticals & Biotech, IT-Software and Petroleum Products.

The top five holdings in this fund include prominent companies such as TREPS, HDFC Bank, Reliance Industr, ITC and Kotak Mah. Bank.

Fund Managers

  • Dinesh Balachandran
  • Mohit Jain

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.

sbi-contra-fund-direct-g

Frequently Asked Questions about SBI Contra Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.

  3. How long should I stay invested in {{fund_type}}?

    It’s recommended to hold growth funds for at least five years to benefit from potential growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can, but long-term holding is advised for best results.

  5. What are the expenses involved in {{fund_type}}?

    Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.

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