Compare funds
Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.
Pick funds to compare
2/5 selectedSBI Contra FundMotilal Oswal Contra Fund
Portfolio overlap
lower = better diversificationSBI Contra × Motilal Oswal Contra4.7%2 shared stocks · low
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
Funds
| Returns (CAGR) | ||||
1Y return | -3.5%BEST | — | ||
3Y return | 10.5%BEST | — | ||
5Y return | 14.8%BEST | — | ||
Since launch | 15.1%BEST | 7.0% | ||
| Vs category benchmark | ||||
1Y vs index | -1.4%BEST | — | ||
3Y vs index | +0.6%BEST | — | ||
5Y vs index | +5.3%BEST | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.55BEST | — | ||
Sortino ratio | 0.42BEST | — | ||
Std deviation | 14.09BEST | — | ||
Alpha | 0.34BEST | — | ||
Beta | 0.89 | — | ||
| Cost & size | ||||
Expense ratio | 0.86%BEST | 2.34% | ||
Fund size | ₹47.6k CrBEST | ₹446 Cr | ||
Portfolio P/E | 16.92BEST | 37.22 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Dinesh Balachandran | — | ||
Benchmark | BSE 500 TRI | Nifty 500 TRI | ||
Riskometer | High | High | ||
Start date | 01 Jan 2013 | 08 May 2026 | ||
| Top 5 holdings | ||||
Biggest positions |
|
| ||