SBI Contra Fund - Regular Plan - Growth

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

Scheme Objective

To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.

Scheme Details

Fund manager(s) – Dinesh Balachandran , Pradeep Kesavan
Launch date – 06-May-2005
Expense ratio – 1.5% as declared on 31-Jul-2025 (category average is 1.66%)
Benchmark - BSE 500 TRI

Min SIP amount - ₹500
Min investment amount (one time- first time) - ₹5000
Min investment amount (addtional purchase) - ₹1000
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

SBI Contra Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

46947.01

0.00

0.00%

Jul - 2025	46947.01	0.00%
Jun - 2025	47389.62	0.00%
May - 2025	45495.71	0.00%
Apr - 2025	44068.57	0.00%
Mar - 2025	42220.04	0.00%
Feb - 2025	39589.67	0.00%
Jan - 2025	41634.25	0.00%

2024

42180.93

0.00

0.00%

Dec - 2024	42180.93	0.00	0.00%
Nov - 2024	41906.90	0.00	0.00%
Oct - 2024	40486.05	0.00	0.00%
Sep - 2024	41326.63	0.00	0.00%
Aug - 2024	39432.50	0.00	0.00%
Jul - 2024	37845.69	0.00	0.00%
Jun - 2024	34366.43	0.00	0.00%
May - 2024	30520.42	48734.69	62.63%
Apr - 2024	29585.65	47260.35	62.60%
Mar - 2024	26776.87	43352.48	61.77%
Feb - 2024	25324.93	41716.84	60.71%
Jan - 2024	23572.42	39367.83	59.88%

2023

21481.78

36743.48

58.46%

Dec - 2023	21481.78	36743.48	58.46%
Nov - 2023	18930.58	33048.55	57.28%
Oct - 2023	16667.16	29627.01	56.26%
Sep - 2023	16337.09	29651.67	55.10%
Aug - 2023	14607.92	27579.48	52.97%
Jul - 2023	13460.88	26265.42	51.25%
Jun - 2023	11865.28	24155.35	49.12%
May - 2023	10564.98	22311.55	47.35%
Apr - 2023	9719.57	20949.35	46.40%
Mar - 2023	8979.10	19836.96	45.26%
Feb - 2023	8340.65	19128.95	43.60%
Jan - 2023	7936.63	18870.15	42.06%

2022

7635.09

18721.01

40.78%

Dec - 2022	7635.09	18721.01	40.78%
Nov - 2022	7204.54	18579.73	38.78%
Oct - 2022	6694.22	17783.78	37.64%
Sep - 2022	6153.58	16756.78	36.72%
Aug - 2022	5827.07	16640.17	35.02%
Jul - 2022	5291.25	15611.40	33.89%
Jun - 2022	4670.06	14073.20	33.18%
May - 2022	4584.20	14347.61	31.95%
Apr - 2022	4490.53	14405.18	31.17%
Mar - 2022	4209.23	14190.50	29.66%
Feb - 2022	3773.39	13168.89	28.65%
Jan - 2022	3774.17	13569.83	27.81%

2021

3543.72

13300.58

26.64%

Dec - 2021	3543.72	13300.58	26.64%
Nov - 2021	3338.74	12760.97	26.16%
Oct - 2021	3106.42	12752.94	24.36%
Sep - 2021	2973.61	12553.77	23.69%
Aug - 2021	2823.38	12154.53	23.23%
Jul - 2021	2704.36	11639.52	23.23%
Jun - 2021	2393.84	10971.50	21.82%
May - 2021	2247.75	10294.63	21.83%
Apr - 2021	1876.46	9256.17	20.27%
Mar - 2021	1855.67	9274.93	20.01%
Feb - 2021	1824.36	9189.07	19.85%
Jan - 2021	1675.05	8450.38	19.82%

2020

1652.35

8538.64

19.35%

Dec - 2020	1652.35	8538.64	19.35%
Nov - 2020	1489.84	7959.58	18.72%
Oct - 2020	1336.67	7165.57	18.65%
Sep - 2020	1320.80	7097.84	18.61%
Aug - 2020	1329.94	7166.67	18.56%
Jul - 2020	1257.26	7019.49	17.91%
Jun - 2020	1171.28	6607.67	17.73%
May - 2020	1062.00	6071.05	17.49%
Apr - 2020	1093.72	6093.75	17.95%
Mar - 2020	963.37	5253.12	18.34%
Feb - 2020	1267.28	6801.90	18.63%
Jan - 2020	1367.34	7017.99	19.48%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

SBI Funds Management Limited

9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Tel no.: 022 - 61793000
Fax no.: 022 – 67425687
Website.: https://www.sbimf.com

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hunch
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15 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

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shravanashok
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30 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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1 days ago

Maximise Your Portfolio with a High-Yield Secured Opportunity Electronica Finance Limited – 2029 Bonds are now listed on The Fixed Income. ✔️ Coupon: 13.00% p.a. ✔️ Rating: India Ratings A Stable ✔️ Tenor: 3 years 9 months (Maturity: Jun 28, 2029) ✔️ NBFC Bond | Senior Secured | High Return | Listed Step into a secured NBFC bond backed by strong ratings and double-digit returns, designed for investors aiming for growth with confidence. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dUJHdVpRPT0=/1300-electronica-finance-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Maximise Your Portfolio with a High-Yield Secured Opportunity Electronica Finance Limited – 2029 Bonds are now listed on The Fixed Income. ✔️ Coupon: 13.00% p.a. ✔️ Rating: India Ratings A Stable ✔️ Tenor: 3 years 9 months (Maturity: Jun 28, 2029) ✔️ NBFC Bond | Senior Secured | High Return | Listed Step into a secured NBFC bond backed by strong ratings and double-digit returns, designed for investors aiming for growth with confidence. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dUJHdVpRPT0=/1300-electronica-finance-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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sunny85deol
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81 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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Progrowth Finwealth
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81 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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87 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

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