NSE ScannerSBI Mutual Fund · Equity · Contra · Direct plan
SBI CONTRA FUND - Direct Plan - Growth
₹392.4665NAV on 31 Oct 2026Expense ratio 0.88%
30 Oct 2025NAV low 381.03 · high 440.24-9.0%
In plain words
Over 3 years it returned +10.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.8%.
On 3-year return it ranks 3 of 3 funds in Contra.
A monthly SIP over 10 years ended ₹1,38,173 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.3% | +1.9% |
| 3 months | -6.3% | -5.1% |
| 6 months | -4.1% | -3.2% |
| 1 year | -8.5% | -10.2% |
| 3 years (yearly) | +10.3% | +7.4% |
| 5 years (yearly) | +13.5% | +6.5% |
| 10 years (yearly) | +14.7% | +11.3% |
| Since start (yearly) | +14.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,12,528 | -10.0% |
| 3 years | ₹3,60,000 | ₹3,60,189 | +0.0% |
| 5 years | ₹5,90,000 | ₹7,46,387 | +9.2% |
| 10 years | ₹11,90,000 | ₹28,07,294 | +16.3% |
Top holdings (30 Sept 2026)
Fund size ₹45,068 crore · 93 holdings · 90.9% in equity
| Company | Industry | Weight |
|---|---|---|
| HDFC Bank Ltd. | Banks | 4.79% |
| Reliance Industries Ltd. | Petroleum Products | 4.67% |
| ICICI Bank Ltd. | Banks | 4.36% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | 3.29% |
| Kotak Mahindra Bank Ltd. | Banks | 3.15% |
| Punjab National Bank | Banks | 2.91% |
| Indus Towers Ltd. | Telecom - Services | 2.66% |
| Torrent Power Ltd. | Power | 2.48% |
| GAIL (India) Ltd. | Gas | 2.33% |
| Tata Steel Ltd. | Ferrous Metals | 2.13% |
| Mahindra & Mahindra Financial Services Ltd. | Finance | 1.95% |
| ITC Ltd. | Diversified FMCG | 1.81% |
| Tech Mahindra Ltd. | IT - Software | 1.79% |
| State Bank of India | Banks | 1.60% |
| Dabur India Ltd. | Personal Products | 1.59% |
Largest industries: Banks 19.6%, Pharmaceuticals & Biotechnology 5.9%, Petroleum Products 5.8%, Power 5.0%, Telecom - Services 3.9%, Automobiles 3.4%.
Other plan of this fund: SBI CONTRA FUND - Regular Plan - Growth