42
ContraAvoid
SBI Contra
SBI · Direct–Growth · rank #3 of 4 by Smart Score
Data updated
Trailing returns
1 Year
0.5%
-2.5% vs index
3 Years
12.0%
+0.4% vs index
5 Years
16.0%
+5.6% vs index
Since launch
15.2%
Year-by-year performance
2021
+51.0%+20.3% vs index
2022
+13.6%+9.8% vs index
2023
+39.5%+13.0% vs index
2024
+19.9%+4.3% vs index
2025
+7.0%-0.7% vs index
2026
-5.3%-3.3% vs index
Why this score
SBI Contra scores 42/100 — #3 of 4 Contra fund (Avoid). It stands out for 5y return and volatility — beating 83% of peers on 5y return. The main drag is its 3y return (better than only 17% of peers).
Each bar shows the fund's percentile vs Contra peers — a longer bar beats more of the category.
5Y return16.01% · 83rd percentile in category
3Y return11.96% · 17th percentile in category
Sharpe ratio0.73 · 17th percentile in category
Volatility14.52 · 83rd percentile in category
Expense ratio0.84% · 17th percentile in category
Fund size48266.36 Cr · 88th percentile in category
Top holdings
1.PUT NIFTY 25-Aug-2026 225005.62%
2.Reliance Industries Ltd4.8%
3.HDFC Bank Ltd4.72%
4.ICICI Bank Ltd4.43%
5.Biocon Ltd3.53%
88 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.