HDFC Value Fund vs SBI Contra Fund
Over the last 3 years, HDFC Value Fund returned 17.2% a year against 12.0% for SBI Contra Fund (Direct plans). In falling months, SBI Contra Fund fell less: 84% of the index's fall, against 92%. They hold 18 stocks in common; the portfolio overlap is 26%. Data as of 12 Nov 2026.
| HDFC Value Fund | SBI Contra Fund | |
|---|---|---|
| Category | Value / Contra | Value / Contra |
| Fund house | HDFC Mutual Fund | SBI Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹8,033 cr | ₹44,452 cr |
| Direct plan | ||
| Rating | A | B |
| Expense ratio | 1.09% | 0.90% |
| 1Y return | 7.1% | -1.8% |
| 3Y return (a year) | 17.2% | 12.0% |
| 5Y return (a year) | 13.5% | 14.1% |
| 3Y vs index | +4.9% | -0.2% |
| Rating score, rank | 69 · #5 of 23 | 40 · #17 of 23 |
| Regular plan | ||
| Rating | A | B |
| Expense ratio | 1.87% | 1.60% |
| 1Y return | 6.2% | -2.6% |
| 3Y return (a year) | 16.2% | 11.1% |
| 5Y return (a year) | 12.5% | 13.1% |
| 3Y vs index | +4.0% | -1.2% |
| Rating score, rank | 68 · #5 of 24 | 41 · #17 of 24 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 97% |
| Deepest fall, 3Y | -18.2% | -15.8% |
| Volatility, 3Y | 14.2% | 12.6% |
| Max fall, 5Y | -18.4% | -15.8% |
| Down capture, 3Y | 92 | 84 |
| Stocks held | 81 | 87 |
| Top 10 holdings | 31% | 31% |
| Large / mid / small caps | 57 / 23 / 18% | 49 / 22 / 13% |
| Largest sector | Banks | Banks |
Common questions
HDFC Value Fund or SBI Contra Fund: which is better?
On our track-record ratings (Direct plans), HDFC Value Fund is rated A and SBI Contra Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
HDFC Value Fund or SBI Contra Fund: which has done better?
Over the last 3 years, HDFC Value Fund returned 17.2% a year against 12.0% for SBI Contra Fund (Direct plans).
How much do HDFC Value Fund and SBI Contra Fund overlap?
They hold 18 stocks in common; the portfolio overlap is 26%.
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.
More comparisons
Top-rated value / contra funds this month · All value / contra funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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