SBI Contra Fund - Regular Plan -Growth
Expense Ratio: 1.48
Risk: Very High
Equity Scheme - Contra Fund
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 06-05-2005
Exit Load: Nil
Fund Size:₹49,963.25 Cr
Performance
1Y
Fund-2.53%
Cat. Avg.0.93%
2Y
Fund-1.25%
Cat. Avg.1.97%
3Y
Fund12.81%
Cat. Avg.15.84%
5Y
Fund15.93%
Cat. Avg.15.44%
10Y
Fund15.33%
Cat. Avg.15.63%
SI
Fund12.80%
Cat. Avg.10.84%
Fund Facts
Beta
0.9
Std Dev
12.15%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | TREPS | 3674.37 | 7.76% |
| 2 | HDFC Bank Ltd. | 2429.70 | 5.13% |
| 3 | Reliance Industries Ltd. | 2292.48 | 4.84% |
| 4 | ICICI Bank Ltd. | 2046.51 | 4.32% |
| 5 | Biocon Ltd. | 1676.29 | 3.54% |
| 6 | Torrent Power Ltd. | 1270.92 | 2.68% |
| 7 | Indus Towers Ltd. | 1258.40 | 2.66% |
| 8 | Kotak Mahindra Bank Ltd. | 1256.33 | 2.65% |
| 9 | Punjab National Bank | 1235.97 | 2.61% |
| 10 | GAIL (India) Ltd. | 1067.02 | 2.25% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59851 | -0.2% | -0.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | +0.3% | +0.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.92 L. | +6.8% | +4.5% |
| 5Y | 09 Aug, 21 | 3 L. | 4.06 L. | +35.2% | +12.3% |
| 10Y | 08 Aug, 16 | 6 L. | 14.63 L. | +143.9% | +17.1% |
| SI | 07 Apr, 06 | 12.20 L. | 60.90 L. | +399.2% | +14.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 97471 | -2.5% | -2.5% |
| 2Y | 18 Jul, 24 | 1 L. | 97553 | -2.4% | -1.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.44 L. | +43.6% | +12.8% |
| 5Y | 19 Jul, 21 | 1 L. | 2.09 L. | +109.4% | +16.0% |
| 10Y | 18 Jul, 16 | 1 L. | 4.16 L. | +315.9% | +15.3% |
| SI | 03 Apr, 06 | 1 L. | 11.53 L. | +1053.3% | +12.8% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.