SBI Contra Fund - Regular Plan - IDCW

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Contra Fund

Latest (Updated on 31st Mar 2007)

Crisil Rank
(Updated on 31st Dec 2006)

Crisil Rank
(Updated on 30th Sep 2006)

Crisil Rank
(Updated on 30th Jun 2006)

Crisil Rank
(Updated on 31st Mar 2006)

Crisil Rank

Returns (NAV as on 24th November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	17-Nov-25	9940.40	-0.60%	-	-0.19%	2/3
1 Month	24-Oct-25	10096.00	0.96%	-	0.20%	1/3
3 Month	22-Aug-25	10371.30	3.71%	-	2.36%	1/3
6 Month	23-May-25	10420.00	4.20%	-	4.91%	2/3
YTD	01-Jan-25	10439.30	4.39%	-	4.38%	2/3
1 Year	22-Nov-24	10514.40	5.14%	5.12%	3.73%	2/3
2 Year	24-Nov-23	13691.10	36.91%	16.98%	19.36%	3/3
3 Year	24-Nov-22	17110.80	71.11%	19.59%	19.46%	2/3
5 Year	24-Nov-20	32771.50	227.72%	26.78%	22.83%	1/3
10 Year	24-Nov-15	46193.40	361.93%	16.52%	16.45%	2/3
Since Inception	14-Jul-99	1016233.10	10062.33%	19.14%	14.75%	1/3

Returns Calculator

SIP Returns (NAV as on 24th November, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	22-Nov-24	12000	12634.14	5.28 %	9.87 %
2 Year	24-Nov-23	24000	26150.48	8.96 %	8.47 %
3 Year	24-Nov-22	36000	45527.54	26.47 %	15.82 %
5 Year	24-Nov-20	60000	98730.68	64.55 %	19.99 %
10 Year	24-Nov-15	120000	338306.09	181.92 %	19.66 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.00%	0.96%	3.55%	4.20%	4.73%	3.81%	16.98%	19.39%	26.97%
Nifty 50	-0.29%	0.35%	3.67%	4.15%	9.47%	6.87%	14.27%	11.81%	15.01%
Benchmark: BSE 500 TRI	0.00%	0.05%	2.83%	4.61%	6.75%	5.76%	16.65%	15.40%	18.67%
Category Average	0.11%	0.20%	2.36%	4.91%	4.38%	3.73%	19.36%	19.46%	22.83%
Category Rank	0/0	1/3	1/3	2/3	2/3	2/3	3/3	2/3	1/3
Best in Category	0.17%	0.96%	3.55%	6.74%	6.02%	4.77%	20.89%	20.16%	26.97%
Worst in Category	0.06%	-0.50%	0.96%	3.79%	2.39%	2.59%	16.98%	18.83%	20.11%

quartely results (NAV as on 25th November, 2025)

Period

This Fund

Nifty 50

BSE 500 TRI

Category Average

2025

4.39%

9.02%

4.21%

Q4 - 2025	4.19%	4.22%	--	3.32%
Q3 - 2025	-3.60%	-3.64%	--	-1.49%
Q2 - 2025	8.95%	10.15%	--	7.60%
Q1 - 2025	-4.94%	-2.43%	--	-1.21%

2024

17.91%

8.75%

23.3%

Q4 - 2024	-7.21%	-8.34%	--	-5.90%
Q3 - 2024	6.40%	6.91%	--	9.74%
Q2 - 2024	11.24%	7.48%	--	14.95%
Q1 - 2024	5.47%	3.31%	--	6.23%

2023

36.8%

19.48%

32.86%

Q4 - 2023	13.13%	11.33%	--	14.11%
Q3 - 2023	9.37%	1.07%	--	6.97%
Q2 - 2023	12.93%	10.29%	--	8.80%
Q1 - 2023	-1.08%	-4.60%	--	-3.69%

2022

12.76%

3.24%

7.78%

Q4 - 2022	5.59%	7.76%	--	4.79%
Q3 - 2022	12.33%	8.52%	--	11.53%
Q2 - 2022	-4.72%	-10.70%	--	-7.65%
Q1 - 2022	-1.54%	-0.91%	--	1.28%

2021

48.07%

23.79%

34.51%

Q4 - 2021	4.15%	-1.02%	--	1.66%
Q3 - 2021	12.39%	12.36%	--	9.82%
Q2 - 2021	11.35%	5.75%	--	9.78%
Q1 - 2021	12.73%	4.80%	--	8.04%

2020

29.85%

14.77%

21.86%

Q4 - 2020	28.10%	22.46%	--	19.05%
Q3 - 2020	13.45%	7.84%	--	9.55%
Q2 - 2020	24.21%	24.82%	--	21.74%
Q1 - 2020	-27.36%	-29.43%	--	-27.04%

2019

-0.89%

11.53%

4.47%

Q4 - 2019	3.96%	7.12%	--	4.70%
Q3 - 2019	-5.53%	-3.30%	--	-2.02%
Q2 - 2019	-3.45%	1.68%	--	-0.05%
Q1 - 2019	5.65%	6.96%	--	5.30%

2018

-14.26%

4.09%

-4.86%

Q4 - 2018	1.26%	-1.32%	--	0.23%
Q3 - 2018	-5.15%	3.29%	--	0.37%
Q2 - 2018	-3.09%	4.36%	--	-3.07%
Q1 - 2018	-8.48%	-2.14%	--	-4.69%

2017

40.23%

27.58%

40.07%

Q4 - 2017	13.20%	5.84%	--	12.71%
Q3 - 2017	2.82%	2.54%	--	5.58%
Q2 - 2017	5.12%	3.06%	--	3.61%
Q1 - 2017	14.62%	12.16%	--	13.97%

2016

1.78%

2.72%

4.87%

Q4 - 2016	-8.45%	-6.39%	--	-5.18%
Q3 - 2016	6.07%	3.40%	--	7.45%
Q2 - 2016	5.80%	7.45%	--	5.99%
Q1 - 2016	-1.85%	-2.82%	--	-2.97%

2015

-0.54%

-4.08%

-0.01%

Q4 - 2015	-0.31%	-0.06%	--	-0.38%
Q3 - 2015	-1.19%	-5.96%	--	-2.21%
Q2 - 2015	-3.92%	-2.54%	--	-1.79%
Q1 - 2015	5.56%	2.50%	--	4.83%

2014

47.46%

31.44%

51.38%

Q4 - 2014	9.22%	4.24%	--	8.50%
Q3 -	--	4.32%	--	--
Q2 - 2014	16.46%	13.25%	--	20.82%
Q1 - 2014	7.31%	6.39%	--	8.34%

Best Quarters

Period	This Fund	Nifty 50	BSE 500 TRI	Category Average
Q4 - 2020	28.10%	22.46%	--	19.05%
Q4 - 2020	26.55%	22.46%	--	19.05%
Q2 - 2020	24.21%	24.82%	--	21.74%

Worst Quarters

Period	This Fund	Nifty 50	BSE 500 TRI	Category Average
Q1 - 2020	-27.36%	-29.43%	--	-27.04%
Q1 - 2020	-27.18%	-29.43%	--	-27.04%
Q2 - 2018	-8.93%	4.36%	--	-3.07%