SBI Contra Fund Calculator is tool that caculate the return on investment through SIP and Lumpsum. We made this caculator to calculate SBI Contra Fund return on your investment and details of this fund.
SBI Contra Fund Calculator
Table of Contents
What is SBI Contra Fund Calculator ?
SBI Contra Fund Calculator is online tool in which mutual fund investors can calculate the return if the have invested in this fund. It is simple calculater and give quick result. In the calculator investor can calculate for lumpsum invesment and SIP investment boht at one place.
For example
If Mr Alok has invested Rs 20000 per month SIP in this fund and expected retrun 12% as he stayed invested for 10 years then what will be the return.
By using this calculator we can calculate
The expected future value can be ₹4646781.53.
How to use SBI Contra Fund Calculator ?
Case 1 – when you want to calculate the SIP return
For example you want to calculate the return on you SIP for SBI Contra Fund then you will required the following inputs:-
- Select SIP
- Monthly SIP Amount Value
- Duration in Years
- Expected Annual return
- Hit the calculate button
Your SBI Contra Fund future will be on the screen .
Case 2 – when you want to calculate the SIP return
For example you want to calculate the return on your lumpsum for SBI Contra Fund then you will required the following input :-
- Select Lumpsum
- Provide investment Amount
- Feed Duration
- Give Input of expected return
- Hit the calculate button
Your Lumpsum future value will be on the screen.
For example
Select Lumpsum
- Provide investment Amount like 100000
- Feed duration for 10 years
- give input of expected retrun like 12 %
and the future value of investment will be on the screen.
Like Future Value: ₹310584.82
About SBI Contra Fund
SBI Contra Fund is an open-ended equity mutual fund that follows a contrarian investment strategy, investing in undervalued stocks with strong growth potential.
- Launch Date: July 14, 1999
- Benchmark: BSE 500 TRI
- AUM (as of Feb 28, 2025): ₹39,610.33 Cr
- Returns (Since Inception): 18.97%
- Expense Ratio: 1.54%
Investment Details
- Minimum Lumpsum Investment: ₹5,000
- Additional Lumpsum Investment: ₹1,000 (and in multiples of 1)
- Minimum SIP Amount: ₹500
This fund is ideal for investors with a high-risk appetite seeking long-term capital appreciation through a diversified portfolio of equity and equity-related securities.
SBI Contra Fund CAGR Performance
The Compounded Annualized Growth Rate (CAGR) of SBI Contra Fund reflects its strong performance over different time periods:
| Period | CAGR Performance |
|---|---|
| 1 Year | 2.42% |
| 3 Years | 21.08% |
| 5 Years | 28.09% |
| Since Inception | 18.97% |
SBI Contra Fund Top Holdings
SBI Contra Fund Riskometer
SBI Contra Fund Dividend History
| Record Date | IDCW* | NAV(₹) |
| 09 Mar 2018 | 2.3 | 19.7427 |
| 23 Jun 2017 | 2.3 | 20.5531 |
| 26 Feb 2016 | 2 | 16.1649 |
| 26 Dec 2014 | 2 | 20.3376 |
| 29 Nov 2013 | 1.5 | 14.9365 |
| 19 Oct 2012 | 2 | 16.1800 |
| 27 Jan 2004 | 3 | 13.4300 |
| 11 Nov 2003 | 2.5 | 13.6600 |
| 23 Oct 2003 | 3.3 | 15.7500 |
| 10 Sep 2003 | 1.2 | 15.5200 |
Face Value ₹10
SBI Contra Fund Top Holdings
SBI Contra Fund maintains a diversified portfolio, with a major focus on financial services (22.67%). Below is a summary of its top holdings and sector allocation as of February 28, 2025.
| Company | Allocation (%) |
|---|---|
| HDFC Bank Ltd. | 7.76% |
| Cash & Cash Equivalents | 6.5% |
| Reliance Industries Ltd. | 3.74% |
| Kotak Mahindra Bank Ltd. | 3.08% |
| Tech Mahindra Ltd. | 2.17% |
SBI Contra Fund Sector Allocation
| Sector | Allocation (%) |
|---|---|
| Financial Services | 22.67% |
| Derivatives | 10.05% |
| Oil, Gas & Consumable Fuels | 8.87% |
| Information Technology | 8.83% |
| Sovereign Securities | 7.49% |
FAQs
What is the SBI Contra Fund Calculator?
This is an online tool that helps you estimate the future value of your investment in the SBI Contra Fund based on lump sum or SIP investments.
How does the calculator work?
The calculator uses the compound interest formula for lump sum investments and the future value of SIP formula for systematic investments. You input the amount, duration, and expected return rate, and the tool calculates the projected returns.
Can I change the return rate?
Yes! The calculator allows you to enter your own expected annual return percentage, making it flexible for different market conditions.
Is the calculation 100% accurate?
No, the results are estimates based on assumed rates of return. Actual market performance may vary.
Can I use this for other mutual funds?
Yes! You can use this calculator for any mutual fund investment by adjusting the expected return rate.
Disclaimer :This calculator provides an estimated future value based on assumed return rates. Actual returns may vary due to market conditions. Mutual fund investments are subject to market risks, and past performance does not guarantee future results. Please consult a financial advisor before making investment decisions.