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Two Contra funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Kotak Contra Fund vs SBI Contra Fund, as of 6 Nov 2026: Kotak Contra Fund NAV ₹183.61, 3Y CAGR 15.3%, expense ratio 0.80%; SBI Contra Fund NAV ₹417.67, 3Y CAGR 11.8%, expense ratio 0.87%; about 28% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Kotak Contra Fund Direct Growth | SBI Contra Fund Direct Growth | |
|---|---|---|
| Category | Contra | Contra |
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth |
| NAV | ₹183.61 (9 Nov 2026) | ₹417.67 (6 Nov 2026) |
| 1Y return | 1.1% | −2.0% |
| 3Y CAGR | 15.3% | 11.8% |
| 5Y CAGR | 13.7% | 14.3% |
| Since launch (CAGR) | 15.9% | 15.1% |
| Expense ratio | 0.80% | 0.87% |
| AUM | ₹5,255 cr | ₹46,907 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | Nifty 500 TRI | BSE 500 TRI |
| Exit load | Nil | — |
| Minimum SIP | ₹100 | ₹500 |
| Holdings | 63 | 93 |
| Top 10 holdings weight | 31.8% | 31.0% |
| Portfolio overlap | About 28% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →SBI Contra Fund has the higher 5-year CAGR (as of 6 Nov 2026): Kotak Contra Fund 13.7% a year vs SBI Contra Fund 14.3% a year. Past performance is not indicative of future results.
Kotak Contra Fund costs less: Kotak Contra Fund charges 0.80% a year and SBI Contra Fund 0.87% a year.
SBI Contra Fund is larger: Kotak Contra Fund manages ₹5,255 cr and SBI Contra Fund ₹46,907 cr (as of 6 Nov 2026).
About 28% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer