SBI Contra Gr
Diversified
Equity
India Super Value
Others
Small Cap
Emotionally driven
Investor Profile1–7 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
Sbi Contra Fund Growth invests in undervalued Indian companies offering good long-term potential.
What This Strategy Does
SBI Contra Fund Regular Growth is an equity fund which captures India's broad-based earnings growth through a contrarian investment approach, deploying capital across financials, energy, and materials sectors to achieve benchmark-aligned compounding.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-2.8% AnnuallyAlpha
+13.3% vs +9.4% benchmarkSince Inception
+8.7% vs +5.2% benchmark3Y Annualized
+12.2% vs +4.6% benchmark5Y Annualized
SBI Contra Gr
Benchmark Index
Benchmark Performance Comparison
SBI Contra Fund
NIFTY 50
Risk Profile
Standard Deviation16.0%
Sharpe Ratio-0.51
Beta0.86
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Captures the upside of India's economic resurgence through a concentrated portfolio of fundamentally strong businesses. This contrarian approach seeks out quality companies trading at discounts to intrinsic value, capitalizing on market inefficiencies and short-term dislocations.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic97.42179%
International2.57821%
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities6.40%
HDFC Bank LtdFinancial Services4.79%
Reliance Industries LtdEnergy & Infra4.67%
ICICI Bank LtdFinancial Services4.36%
Biocon LtdServices3.29%
Kotak Mahindra Bank LtdFinancial Services3.15%
Bank Nifty Index 27-10-2026Utilities2.93%
Punjab National BankFinancial Services2.91%
Indus Towers Ltd Ordinary SharesServices2.66%
Nifty Index 27-10-2026Utilities2.52%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.61%
Exit Load1
Regulatory & Tax Information
INF200K01362
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)