sbi contra fund direct growth
SBI Contra Fund Direct Growth

SBI Contra Fund Direct Growth

  • Very High Risk
  • Equity
  • Contra
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NAV as on Jul 4, 2025
i
Price per unit of the scheme.
425.82380.23%1 Day Change
3.46%
Minimum Investment₹5000
Expense Ratio0.84%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
SBI Contra Fund Direct Growth
VS
Equity: Contra Average NAV
    Topper in Equity: Contra
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    SBI Contra Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Dinesh Balachandran
    Dinesh Balachandran
    i
    Lead Fund Manager.
    May 7, 2018 - Present
    • Fund Manager Rank3Out of 3
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed6
    • Total AUM1,41,548.85 Cr
    • Highest Return In 1 Yr9.77 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 16.20
    2.12%
    2.04%
    Very High Risk
    35,565.97Cr
    ₹ 66.33
    2.71%
    -%
    Very High Risk
    8,395.03Cr
    ₹ 480.17
    3.08%
    3.20%
    Very High Risk
    29,667.41Cr
    SBI Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.20
    • Fund Size35,565.97Cr
    Fund Return2.12%
    Category Return2.04%
    SBI Multi Asset Allocation Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 66.33
    • Fund Size8,395.03Cr
    Fund Return2.71%
    Category Return--
    SBI Long Term Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 480.17
    • Fund Size29,667.41Cr
    Fund Return3.08%
    Category Return3.20%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mohit Jain
    Mohit Jain
    i
    Lead Fund Manager.
    May 5, 2018 - Present
    • Schemes managed43
    • Total AUM5,89,214.74 Cr
    • Highest Return In 1 Yr21.86 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 44.97
    4.42%
    -%
    Very High Risk
    3,589.14Cr
    --
    ₹ 17.84
    4.05%
    3.45%
    Very High Risk
    20,558.87Cr
    --
    ₹ 16.20
    2.12%
    2.04%
    Very High Risk
    35,565.97Cr
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    Very High Risk--
    • NAV₹ 44.97
    • Fund Size3,589.14Cr
    Fund Return4.42%
    Category Return--
    SBI Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.84
    • Fund Size20,558.87Cr
    Fund Return4.05%
    Category Return3.45%
    SBI Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.20
    • Fund Size35,565.97Cr
    Fund Return2.12%
    Category Return2.04%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pradeep Kesavan
    Pradeep Kesavan
    i
    Lead Fund Manager.
    Dec 31, 2023 - Present
    • Schemes managed46
    • Total AUM6,12,684.47 Cr
    • Highest Return In 1 Yr21.86 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 49.46
    0.62%
    0.40%
    Moderately High risk
    2,244.78Cr
    ₹ 44.64
    0.65%
    0.58%
    Moderate Risk
    30,117.56Cr
    ₹ 34.33
    0.40%
    0.34%
    Moderate Risk
    14,733.18Cr
    SBI Credit Risk Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 49.46
    • Fund Size2,244.78Cr
    Fund Return0.62%
    Category Return0.40%
    SBI Savings Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 44.64
    • Fund Size30,117.56Cr
    Fund Return0.65%
    Category Return0.58%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 34.33
    • Fund Size14,733.18Cr
    Fund Return0.40%
    Category Return0.34%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (78.83%)
    DEBT (0.22%)
    CASH (20.95%)
    Allocation by Market Cap
    Large Cap(52.80%)
    Mid Cap(11.16%)
    Small Cap(11.63%)
    Industry Holdings
    • Banks Regional23.84%
    • Oil Gas Refining Marketing10.74%
    • Information Technology Services8.01%
    • Drug Manufacturers Specialty Generic4.98%
    • Tobacco4.52%
    • Auto Manufacturers4.18%
    Stock Holdings
    • HDFC Bank Ltd8.65%
    • Reliance Industries Ltd6.16%
    • ITC Ltd3.56%
    • Kotak Mahindra Bank Ltd2.92%
    • GAIL (India) Ltd2.17%
    • Punjab National Bank1.96%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      6.45
      This Fund
      VS
      5.05
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      92.98
      This Fund
      VS
      93.86
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.86
      This Fund
      VS
      0.94
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.49
      This Fund
      VS
      1.36
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.91
      This Fund
      VS
      2.51
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      12.58
      This Fund
      VS
      13.59
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    SBI Funds Management Ltd
    SBI Funds Management Ltd manages assets worth ₹ 11,43,118.19 crores. It’s current offering of mutual fund schemes includes 45 equity, 70 debt and 15 hybrid schemes.
    phone icon
    Phone
    022 - 61793000
    mail icon
    Email
    partnerforlife@sbimf.com
    aum
    AUM
    11,43,118.19 Cr (
    As on May 31, 2025
    )
    location
    Address
    C-38 & 39, G Block, Bandra Kurla Complex, Mumbai,400 051

    bt_logoFAQ's

    What is the category of SBI Contra Fund Direct Growth ?
    The category of SBI Contra Fund Direct Growth is Equity - Contra
    What is the current NAV of SBI Contra Fund Direct Growth ?
    The current NAV of SBI Contra Fund Direct Growth as on Jul 04, 2025 is ₹425.82
    How safe is SBI Contra Fund Direct Growth ?
    The risk level of SBI Contra Fund Direct Growth is Very High.
    What are short term returns given by SBI Contra Fund Direct Growth ?
    The return given by SBI Contra Fund Direct Growth in 1 month is 3.46%, 3 months is 11.34%, 6 months is 3.11%, and 1 year is 3.26%
    What are the long term returns given by SBI Contra Fund Direct Growth ?
    The return given by SBI Contra Fund Direct Growth in 3 years is 27.25% and 5 years is 34.13%.
    What is the expense ratio of SBI Contra Fund Direct Growth ?
    The expense ratio of SBI Contra Fund Direct Growth is 0.84%
    What is the AUM of SBI Contra Fund Direct Growth ?
    The assets under Management (AUM) of SBI Contra Fund Direct Growth is Rs 45,495.71 crores.
    What is the minimum investment in SBI Contra Fund Direct Growth ?
    The minimum Lumpsum investment in SBI Contra Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in SBI Contra Fund Direct Growth is ₹1,000.00
    What is the asset allocation of SBI Contra Fund Direct Growth?
    SBI Contra Fund Direct Growth has an exposure of 78.83% in Equity, 0.22% in Debt and 20.95% in Cash & Money Market Securities