Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
SBI CONTRA FUND - REGULAR PLAN -GROWTH
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 78/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)10.1%
- Expense ratio (20%)0.87%
- AUM (15%)₹47,589 Cr
Not investment advice — an analytical read of public fund data. Methodology →
SBI Mutual Fund · Equity · Value Oriented
₹406.11
AUM: ₹47,589 Cr
NAV updated 9 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.87%
Exit Load
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
Fund Manager
Rama Iyer Srinivasan
Inception
Jan 2013
Benchmark
BSE 500 Total Return Index
Sharpe Ratio
-0.7
Std Dev (1Y)
12.0%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.9%
3m
-1.09%
6m
+1.24%
1y
-3.6%
3y
+10.1%
5y
+14.73%
10y
+15.14%
since inception
+12.55%
TopFund's Take on SBI CONTRA FUND - REGULAR PLAN -GROWTH
SBI CONTRA FUND - REGULAR PLAN -GROWTH holds up reasonably well within the Value Oriented category, backed by a 4-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 78/100.
Cost: At 0.87%, the expense ratio is meaningfully cheaper — about 13% below the Value Oriented category average of 1.0% (based on 122 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.7 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 12.0% is fairly typical for Value Oriented funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about SBI CONTRA FUND - REGULAR PLAN -GROWTH
The current NAV (Net Asset Value) of SBI CONTRA FUND - REGULAR PLAN -GROWTH is ₹406.11. NAV is updated every business day after market close by AMFI.
1Y: -3.6% · 3Y CAGR: 10.1% · 5Y CAGR: 14.73%
The expense ratio of SBI CONTRA FUND - REGULAR PLAN -GROWTH is 0.87% per annum. This is the annual fee charged by the fund to manage your investment.
SBI CONTRA FUND - REGULAR PLAN -GROWTH is managed by Rama Iyer Srinivasan at SBI Mutual Fund.
SBI CONTRA FUND - REGULAR PLAN -GROWTH is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
SBI CONTRA FUND - REGULAR PLAN -GROWTH is a Value Oriented fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in SBI CONTRA FUND - REGULAR PLAN -GROWTH with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of SBI CONTRA FUND - REGULAR PLAN -GROWTH is ₹47,589 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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