44
ContraAvoid
SBI Contra
SBI · Direct–Growth · rank #3 of 5 by Smart Score
Data updated
Trailing returns
1 Year
-3.5%
-1.4% vs index
3 Years
10.5%
+0.6% vs index
5 Years
14.8%
+5.3% vs index
Since launch
15.1%
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
-6.6%-3.0% vs index
Why this score
SBI Contra scores 44/100 — #3 of 5 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 return14.84% · 83rd percentile in category
3Y return10.46% · 17th percentile in category
Sharpe ratio0.55 · 17th percentile in category
Volatility14.09 · 83rd percentile in category
Fund size47589.40 Cr · 90th percentile in category
Sortino ratio0.42 · 17th percentile in category
Top holdings
1.Reliance Industries Ltd4.75%
2.ICICI Bank Ltd4.55%
3.HDFC Bank Ltd4.54%
4.Biocon Ltd3.47%
5.Bank Nifty Index 29-09-20262.92%
87 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.