SBI CONTRA FUND - Direct - Growth
A Equity Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
17.42%
Expense Ratio
0.71%
as of 01/04/2026
AUM
₹14,035.54 Cr
Qtr End: Dec 25
NAV
₹411.799
as of 17/04/2026
3Y Returns (CAGR)
17.42%
Expense Ratio
0.71%
as of 01/04/2026
AUM
₹14,035.54 Cr
Qtr End: Dec 25
NAV
₹411.799
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.72% | -14.08% | 18.94% |
| 6M | -3.41% | -6.70% | 14.27% |
| 1Y | 2.12% | 2.12% | 12.02% |
| 3Y | 61.89% | 17.42% | 12.41% |
| 5Y | 146.82% | 19.81% | 12.76% |
Scheme Details
- Launch Date
- 06/05/2005
- Fund Age
- 20.9 years
- Minimum Investment
- ₹2,000
- Fund House
- SBI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Contra Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Kotak Contra Fund - Direct - Growth | 20.01% | 0.58% | ₹1,707.95 |
| Invesco India Contra Fund - Direct - Growth | 19.10% | 0.58% | ₹6,119.03 |
| SBI CONTRA FUND - Direct - Growth | 17.42% | 0.71% | ₹14,035.54 |