SBI Contra Fund vs Kotak Contra Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund |  SBI Contra FundContra Fund · Direct planNAV ₹408.33 |  Kotak Contra FundContra Fund · Direct planNAV ₹181.18 |
|---|---|---|
| Returns | ||
| 1 year | -3.5% | -0.1% (best of these funds) |
| 3 yearsa year | 10.5% | 14.9% (best of these funds) |
| 5 yearsa year | 14.9% (best of these funds) | 14.2% |
| 10 yearsa year | 15.2% | 16.4% (best of these funds) |
| Risk | ||
| Volatilitya year | 12.5% (best of these funds) | 14.5% |
| Worst fall | −44.7% | −37.9% (best of these funds) |
| Best year | 124% (best of these funds) | 101% |
| Worst year | -36.1% | -30.9% (best of these funds) |
| Years in gain | 77% | 91% (best of these funds) |
| Cost and size | ||
| Expense ratio | 0.84% | 0.79% (best of these funds) |
| Fund size | ₹47,589 Cr | ₹5,511 Cr |
| Minimum SIP | ₹500 | ₹100 (best of these funds) |
| Lock-in | None | None |
| Portfolio | ||
| In equity | 86.7% | – |
| In debt | 2.7% | – |
| In cash | 7.1% | – |
| Holdings | 91 | – |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Biggest holdings
SBI Contra Fund
- Reliance Industries Ltd4.8%
- ICICI Bank Ltd4.5%
- HDFC Bank Ltd4.5%
- Biocon Ltd3.5%
- Kotak Mahindra Bank Ltd2.9%
As on 31 Aug 2026
Kotak Contra Fund
Holdings are not available for this fund yet.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.