SBI Contra Fund Direct Growth
- Fund size
- ₹47,114 Cr
- Launched
- 2 Jan 2013
- Volatility (3Y)
- 12.6%
- Worst fall (5Y)
- -15.8%
NAV history
Returns
| Period | Return | Type |
|---|---|---|
| 1 month | -4.76% | Absolute |
| 6 months | +2.20% | Absolute |
| 1 year | -4.83% | CAGR |
| 3 years | +9.91% | CAGR |
| 5 years | +13.66% | CAGR |
| 10 years | +14.74% | CAGR |
| Since launch | +14.75% | CAGR · from 2 Jan 2013 |
CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.
If you had started a ₹10,000 SIP
- Invested
- ₹3,60,000
- Value today
- ₹3,59,369
- XIRR
- -0.12%
- Invested
- ₹6,00,000
- Value today
- ₹7,61,989
- XIRR
- +9.77%
Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.
Top holdings
As of Aug 2026 · 91 holdings · top 10 = 32.3%| Company | Sector | Weight |
|---|---|---|
| Reliance Industries | Energy | 4.75% |
| ICICI Bank | Financial Services | 4.55% |
| HDFC Bank | Financial Services | 4.54% |
| Biocon | Healthcare | 3.47% |
| Kotak Mahindra Bank | Financial Services | 2.87% |
| Punjab National Bank | Financial Services | 2.78% |
| Indus Towers | Telecom | 2.62% |
| GAIL (India) | Energy | 2.29% |
| Torrent Power | Utilities | 2.29% |
| Mahindra & Mahindra Financial Services | Financial Services | 2.12% |
| Tata Steel | Materials | 2.02% |
| Tech Mahindra | IT | 1.81% |
| State Bank of India | Financial Services | 1.67% |
| ITC | Consumer Staples | 1.67% |
| FSN E-Commerce Ventures | Consumer Discretionary | 1.63% |
About this fund
A contra fund follows a contrarian strategy — backing sectors or stocks that are currently out of favour — with at least 65% in equities.
SEBI category: Equity Scheme - Contra Fund · ISIN INF200K01RA0
Is this fund right for you?
Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.
Book a free 30-min call →Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.