Home› Funds› SBI CONTRA FUND - DIRECT PLAN - GROWTH

SBI CONTRA FUND - DIRECT PLAN - GROWTH

SBI · Value/Contra
High
₹410.22
Current NAV
25 Jun 2026
21.9%
1Y Return
12.9%
3Y CAGR
11.9%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.19%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.39).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.89
Sharpe Ratio
1.39
Beta
4.39
Alpha
1.06
Sortino
Fund Details
Fund House SBI
Category Value/Contra
AUM ₹3940 Cr
Expense Ratio 0.19%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Value/Contra
ICICI Prudential Value Fund - Series 17 - Cumulative Option
ICICI Prudential
₹12.90 31.8%
HDFC Value Fund - Growth Option - Direct Plan
HDFC
₹865.28 31.7%
ICICI Prudential Value Fund - Series 9 - Direct Plan - Dividend Option
ICICI Prudential
₹10.85 31.5%
Kotak Contra Fund - Regular Plan - Growth
Kotak
₹151.75 31.4%