Home Mf Research Sbi Contra Fund Regular Plan Growth
SBI Mutual Fund

SBI Contra Fund - Regular Plan - Growth

Equity Equity Contra
Fund House : SBI Mutual Fund
Overview
Returns
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI
NAV (as on 2025-06-19)
376.04 -0.53%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-12 ₹1,000.00 ₹987.69
-1.23 %
Two Week 2025-06-04 ₹1,000.00 ₹996.84
-0.32 %
One Month 2025-05-20 ₹1,000.00 ₹998.07
-0.19 %
Three Months 2025-03-24 ₹3,000.00 ₹3,051.56
1.72 %
Six Months 2024-12-23 ₹6,000.00 ₹6,164.77
2.75 %
One Year 2024-06-19 ₹12,000.00 ₹12,082.77
0.69 %
Three Year 2022-06-20 ₹36,000.00 ₹47,702.03
32.51 %
Five Year 2020-06-22 ₹60,000.00 ₹108,162.24
80.27 %
Ten Year 2015-06-22 ₹120,000.00 ₹341,321.72
184.43 %
Since Inception 2005-05-06 ₹245,000.00 ₹1,409,534.26
475.32 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
HDFC Bank Ltd. Banks Equity 8.65
Reliance Industries Ltd. Petroleum Products Equity 6.16
ITC Ltd. Diversified FMCG Equity 3.56
Kotak Mahindra Bank Ltd. Banks Equity 2.92
GAIL (India) Ltd. Gas Equity 2.17
Punjab National Bank Banks Equity 1.96
Tata Steel Ltd. Ferrous Metals Equity 1.88
Torrent Power Ltd. Power Equity 1.86
Dabur India Ltd. Personal Products Equity 1.81
Indus Towers Ltd. Telecom - Services Equity 1.68
ICICI Bank Ltd. Banks Equity 1.68
Biocon Ltd. Pharmaceuticals & Biotechnology Equity 1.44
Bharti Airtel Ltd. Telecom - Services Equity 1.29
Axis Bank Ltd. Banks Equity 1.29
ICICI Prudential Life Insurance Company Ltd. Insurance Equity 1.28
HCL Technologies Ltd. IT - Software Equity 1.27
Oil & Natural Gas Corporation Ltd. Oil Equity 1.26
Cipla Ltd. Pharmaceuticals & Biotechnology Equity 1.24
Petronet LNG Ltd. Gas Equity 1.18
Alkem Laboratories Ltd. Pharmaceuticals & Biotechnology Equity 1.13
Indian Oil Corporation Ltd. Petroleum Products Equity 1.12
Hindalco Industries Ltd. Non - Ferrous Metals Equity 1.12
Whirlpool of India Ltd. Consumer Durables Equity 1.10
Maruti Suzuki India Ltd. Automobiles Equity 1.07
Infosys Ltd. IT - Software Equity 1.03
Aster DM Healthcare Ltd. Healthcare Services Equity 1.01
Mahindra & Mahindra Financial Services Ltd. Finance Equity 0.03
Bajaj Auto Ltd. Automobiles Equity 0.92
State Bank of India Banks Equity 0.89
Tata Motors Ltd. Automobiles Equity 0.88
Tech Mahindra Ltd. IT - Software Equity 0.86
Wipro Ltd. IT - Software Equity 0.82
United Spirits Ltd. Beverages Equity 0.81
Larsen & Toubro Ltd. Construction Equity 0.81
CESC Ltd. Power Equity 0.78
Mankind Pharma Ltd. Pharmaceuticals & Biotechnology Equity 0.72
FSN E-Commerce Ventures Ltd. Retailing Equity 0.72
Samvardhana Motherson International Ltd. Auto Components Equity 0.67
HDFC Asset Management Co. Ltd. Capital Markets Equity 0.66
Nuvoco Vistas Corporation Ltd. Cement & Cement Products Equity 0.66
Life Insurance Corporation of India Insurance Equity 0.65
Rallis India Ltd. Fertilizers & Agrochemicals Equity 0.65
Grasim Industries Ltd. Cement & Cement Products Equity 0.62
ACC Ltd. Cement & Cement Products Equity 0.60
Bank of India Banks Equity 0.59
Delhivery Ltd. Transport Services Equity 0.56
G R Infra projects Ltd. Construction Equity 0.51
Ashiana Housing Ltd. Realty Equity 0.51
Indian Energy Exchange Ltd. Capital Markets Equity 0.49
K.P.R. Mill Ltd. Textiles & Apparels Equity 0.47
Equitas Small Finance Bank Ltd. Banks Equity 0.46
The Ramco Cements Ltd. Cement & Cement Products Equity 0.45
NMDC Ltd. Minerals & Mining Equity 0.45
Lupin Ltd. Pharmaceuticals & Biotechnology Equity 0.43
Hero MotoCorp Ltd. Automobiles Equity 0.43
Disa India Ltd. Industrial Manufacturing Equity 0.35
Bandhan Bank Ltd. Banks Equity 0.35
Sanofi India Ltd. Pharmaceuticals & Biotechnology Equity 0.34
Grindwell Norton Ltd. Industrial Products Equity 0.31
Prism Johnson Ltd. Cement & Cement Products Equity 0.31
Neogen Chemicals Ltd. Chemicals & Petrochemicals Equity 0.30
Steel Authority of India Ltd. Ferrous Metals Equity 0.29
Gland Pharma Ltd. Pharmaceuticals & Biotechnology Equity 0.28
Timken India Ltd. Industrial Products Equity 0.25
V-Guard Industries Ltd. Consumer Durables Equity 0.23
WENDT (India) Ltd. Industrial Products Equity 0.22
Ingersoll Rand (India) Ltd. Industrial Products Equity 0.20
Carborundum Universal Ltd. Industrial Products Equity 0.20
Gateway Distriparks Ltd. Transport Services Equity 0.14
Sula Vineyards Ltd. Beverages Equity 0.13
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology Equity 0.13
E.I.D-Parry (India) Ltd. Food Products Equity 0.11
Greenply Industries Ltd. Consumer Durables Equity 0.10
Motherson Sumi Wiring India Ltd. Auto Components Equity 0.09
Automotive Axles Ltd. Auto Components Equity 0.08
NMDC Steel Ltd. Ferrous Metals Equity 0.02
Cognizant Technology Solutions Corporation IT - Services Debt 1.64
Epam Systems Inc IT - Services Debt 0.68
Embassy Office Parks Reit Realty Real Estate 0.87
HDFC Bank Ltd. - Debt 0.99
National Bank for Agriculture and Rural Development - Debt 0.22
L&T Metro Rail (Hyderabad) Ltd. - Debt 1.30
91 DAY T-BILL 01.08.25 - Debt 1.31
91 DAY T-BILL 17.07.25 - Debt 0.61
182 DAY T-BILL 12.06.25 - Debt 0.55
364 DAY T-BILL 10.07.25 - Debt 0.55
91 DAY T-BILL 03.07.25 - Debt 0.48
182 DAY T-BILL 05.06.25 - Debt 0.20
TREPS - Debt 14.64
Margin amount for Derivative positions - - 0.04
Net Receivable / Payable - - 0.25
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : -
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹-
  • Type : equity

FAQs

Is a Mutual Fund with a Lower NAV Better?
What Are the Charges in Mutual Fund Investments?
What Are the Tax Benefits of Mutual Funds?
Is It a Good Time to Invest in Mutual Funds?
What Is the Difference Between Dividend and Growth Plans?
Should I Invest in Infrastructure Funds?
What Are Sector-Specific Funds/Schemes?
What Happens If I Miss an SIP Payment?
How Can I Compare Different Mutual Funds?