HSBC Value Fund vs SBI Contra Fund
Over the last 3 years, HSBC Value Fund returned 15.6% 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.
| HSBC Value Fund | SBI Contra Fund | |
|---|---|---|
| Category | Value / Contra | Value / Contra |
| Fund house | HSBC Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 3.9 years | 13.8 years |
| AUM | ₹15,096 cr | ₹47,465 cr |
| Direct plan | ||
| Rating | A | B |
| Expense ratio | 0.88% | 0.86% |
| 1Y return | 0.3% | -3.2% |
| 3Y return (a year) | 15.6% | 11.8% |
| 5Y return (a year) | – | 14.2% |
| 3Y vs index | +3.6% | -0.2% |
| Regular plan | ||
| Rating | A+ | B |
| Expense ratio | 1.84% | 1.62% |
| 1Y return | -0.7% | -3.9% |
| 3Y return (a year) | 14.5% | 10.9% |
| 5Y return (a year) | – | 13.2% |
| 3Y vs index | +2.5% | -1.1% |
| Risk and portfolio | ||
| Volatility, 3Y | 16.4% | 12.6% |
| Max fall, 5Y | – | -15.8% |
| Down capture, 3Y | 100 | 84 |
| Stocks held | – | 87 |
| Top 10 holdings | –% | 33% |
Common questions
HSBC Value Fund or SBI Contra Fund: which has done better?
Over the last 3 years, HSBC Value Fund returned 15.6% a year against 11.8% for SBI Contra Fund (Direct plans).
How much do HSBC 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.