Bandhan Value Fund vs SBI Contra Fund
Over the last 3 years, Bandhan Value Fund returned 12.1% a year against 11.8% for SBI Contra Fund (Direct plans). SBI Contra Fund costs less (0.86% a year, Direct). Data as of 5 Nov 2026.
| Bandhan Value Fund | SBI Contra Fund | |
|---|---|---|
| Category | Value / Contra | Value / Contra |
| Fund house | Bandhan Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹9,945 cr | ₹47,465 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 0.94% | 0.86% |
| 1Y return | 0.2% | -3.2% |
| 3Y return (a year) | 12.1% | 11.8% |
| 5Y return (a year) | 12.4% | 14.2% |
| 3Y vs index | +0.1% | -0.2% |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.97% | 1.62% |
| 1Y return | -0.8% | -3.9% |
| 3Y return (a year) | 10.9% | 10.9% |
| 5Y return (a year) | 11.2% | 13.2% |
| 3Y vs index | -1.1% | -1.1% |
| Risk and portfolio | ||
| Volatility, 3Y | 13.3% | 12.6% |
| Max fall, 5Y | -18.6% | -15.8% |
| Down capture, 3Y | 84 | 84 |
| Stocks held | – | 87 |
| Top 10 holdings | –% | 33% |
Common questions
Bandhan Value Fund or SBI Contra Fund: which has done better?
Over the last 3 years, Bandhan Value Fund returned 12.1% a year against 11.8% for SBI Contra Fund (Direct plans).
How much do Bandhan Value Fund and SBI Contra Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.