Loading mutual fund details…
SBI CONTRA FUND - REGULAR PLAN -GROWTH is an equity scheme managed by SBI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 24.84%, with the bottom and top quartiles at 20.41% and 30.85% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.48% on assets of ₹47,352Cr. The fund is currently managed by Mr. Dinesh Balachandran, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 86% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Kotak Mahindra Bank Limited | Financial Services | 2.59% |
| Tata Motors Limited | Consumer Cyclical | 1.07% |
| Union Bank of India | Financial Services | 1.05% |
| Ashiana Housing Ltd. | Real Estate | 0.52% |
| Disa India Ltd. | Basic Materials | 0.30% |
| WENDT (India) Ltd. | Industrials | 0.24% |
| Bank of India | Financial Services | 0.10% |
| Sula Vineyards Ltd. | Consumer Defensive | 0.07% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 2 | 18.44% |
| Pharmaceuticals & Biotechnology | 8 | 7.30% |
| Petroleum Products | 2 | 6.43% |
| IT - Software | 5 | 4.36% |
| Automobiles | 4 | 3.86% |
| Telecom - Services | 2 | 3.69% |
| Power | 2 | 3.43% |
| Ferrous Metals | 3 | 3.40% |
| Gas | 2 | 3.14% |
| Cement & Cement Products | 5 | 2.57% |
| Diversified FMCG | 1 | 2.06% |
| Personal Products | 1 | 1.76% |
| Insurance | 2 | 1.71% |
| Finance | 1 | 1.56% |
| Oil | 1 | 1.51% |
| Consumer Durables | 4 | 1.50% |
| Realty | 1 | 1.46% |
| Healthcare Services | 1 | 1.36% |
| Fertilizers & Agrochemicals | 3 | 1.36% |
| Non - Ferrous Metals | 1 | 1.30% |
| Retailing | 1 | 1.24% |
| Construction | 2 | 1.21% |
| Industrial Products | 1 | 1.16% |
| Agricultural Commercial & Construction Vehicles | 1 | 1.07% |
| Transport Services | 2 | 1.02% |
| Auto Components | 3 | 0.94% |
| Beverages | 1 | 0.89% |
| Capital Markets | 2 | 0.67% |
| Minerals & Mining | 1 | 0.54% |
| Chemicals & Petrochemicals | 1 | 0.43% |
| Textiles & Apparels | 1 | 0.37% |
| Industrial Manufacturing | 1 | 0.30% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.78% | 8.09% | 21.87% | 43.57% | 101.14% | 91.9% |
| 3Y | 13.94% | 20.41% | 24.84% | 30.85% | 42.47% | 100.0% |
| 5Y | 16.39% | 20.04% | 25.95% | 29.56% | 34.93% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 5.9% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Kotak Contra Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹5,154 Cr | 1.87% | +16.48% | +14.71% | 3★ |
| Invesco India Contra Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹19,406 Cr | 1.66% | +15.44% | +13.18% | 1★ |