SBI CONTRA FUND
Contra Fund
Launch Date: 6 May 2005
Suitable for
Investment Period
7+ year investments
High risk investors
Comfortable with significant ups and downs in investment values.
Review
Faces weak overall results with higher risk and weaker consistency.
SBI CONTRA FUND
Contra Fund
Fund Health
Returns 📈
Typically 17-21% if held 7+ years
Risk ⚠️
Risk of less than FD returns -
Very High
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Poor
Peer Performance
| Fund | Rolling 7Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Sbi Contra Fund | 18% | 17% | 21% | Poor |
Kotak Contra Fund | 18% | 19% | 8% | Average |
Invesco India Contra Fund | 17% | 17% | 6% | Strong |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Contra Fund Category Average | 18% | 18% | 9% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Bad
Much lower than other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Bad
Consistently underperforms - often underperforms compared to peers
Overall Performance
Overall
Bad
Poor overall performance across all metrics
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Track Record
Recent Performance
+40%
+20%
0%
-20%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Dec '16
Oct '18
Mar '20
Jun '22
Index
Fund
During big market falls, your fund falls more than the market.
Recovery time after falls
21 months
Fund
|
22 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|3 mth
Slowest recovery
64 mth|62 mth
Details
AUM
₹13275 Cr
Expense Ratio
0.75%
Exit Load
N/A
Minimum Amount
₹2000.00
Fund Manager
N/A
Fund House
SBI Funds Management Limited
Launch Date
6 May 2005
Age
21 years
Category
Contra Fund
Benchmark
Nifty 500 TRI
FAQs
Is SBI CONTRA FUND a good mutual fund?
SBI CONTRA FUND is a Weak fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 18%
•
Risk of earning less than FD returns has been Very High
•
Performance consistency has been Weak
Compared with other funds in the Contra Fund category, it has delivered similar returns while taking more risk.
This fund may be suitable for investors with an investment horizon of at least 7+ years.
Should I invest in SBI CONTRA FUND?
Based on historical performance and risk metrics, there are stronger alternatives available within the category.
Investors should review peer funds before making a decision.
Is SBI CONTRA FUND safe?
No equity mutual fund is completely safe.
Compared with similar funds, SBI CONTRA FUND has shown Weak downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 21% of periods.
This suggests the fund carries more risk relative to its peers.
Can I lose money in SBI CONTRA FUND?
Yes.
Like all equity mutual funds, SBI CONTRA FUND can generate negative returns over shorter periods.
Historically, investors holding the fund for 7+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from SBI CONTRA FUND?
Historically, investors holding SBI CONTRA FUND for 7+ years experienced:
•
Typical returns around 18% p.a.
•
Best represented by recent returns of 19% p.a.
•
Worst historical outcome of 12% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is SBI CONTRA FUND?
SBI CONTRA FUND has a Very High risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 21%
•
Average fall during major market declines: 27%
•
Average recovery time: 21 months
How does SBI CONTRA FUND perform during market crashes?
During major market declines, SBI CONTRA FUND has historically fallen around 27% compared with 21% for its benchmark.
This means the fund has protected investors worse than the benchmark during difficult periods.
How long does SBI CONTRA FUND take to recover after a fall?
Historically, SBI CONTRA FUND has taken around 21 months to recover from major market declines.
The benchmark recovered in approximately 22 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in SBI CONTRA FUND?
SBI CONTRA FUND may be suitable for investors who:
•
Have an investment horizon of at least 7+ years
•
Are comfortable with High risk
•
Want exposure to Contra Fund funds
Who should avoid SBI CONTRA FUND?
This fund may not be suitable for investors who:
•
Need money within 7+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is SBI CONTRA FUND suitable for SIP investing?
SBI CONTRA FUND can be suitable for SIP investors with a horizon of at least 7+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that SBI CONTRA FUND earns less than a fixed deposit?
Historically, investors holding SBI CONTRA FUND for 3 years earned less than FD returns in approximately 21% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is SBI CONTRA FUND?
SBI CONTRA FUND has shown Weak consistency compared with other funds in its category.
Historically:
•
Top performer: 34%
•
Bottom performer: 49%
Is the extra return from SBI CONTRA FUND worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, SBI CONTRA FUND delivered Good risk-adjusted returns compared with similar funds.
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