Nippon India Value Fund vs SBI Contra Fund
Over the last 3 years, Nippon India Value Fund returned 13.7% 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 100%. They hold 18 stocks in common; the portfolio overlap is 27%. Data as of 12 Nov 2026.
| Nippon India Value Fund | SBI Contra Fund | |
|---|---|---|
| Category | Value / Contra | Value / Contra |
| Fund house | Nippon India Mutual Fund | SBI Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹8,223 cr | ₹44,452 cr |
| Direct plan | ||
| Rating | C | B |
| Expense ratio | 1.26% | 0.90% |
| 1Y return | -3.9% | -1.8% |
| 3Y return (a year) | 13.7% | 12.0% |
| 5Y return (a year) | 12.6% | 14.1% |
| 3Y vs index | +1.4% | -0.2% |
| Rating score, rank | 32 · #21 of 23 | 40 · #17 of 23 |
| Regular plan | ||
| Rating | C | B |
| Expense ratio | 1.98% | 1.60% |
| 1Y return | -4.5% | -2.6% |
| 3Y return (a year) | 12.9% | 11.1% |
| 5Y return (a year) | 11.8% | 13.1% |
| 3Y vs index | +0.6% | -1.2% |
| Rating score, rank | 31 · #22 of 24 | 41 · #17 of 24 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 97% |
| Deepest fall, 3Y | -17.6% | -15.8% |
| Volatility, 3Y | 15.7% | 12.6% |
| Max fall, 5Y | -17.6% | -15.8% |
| Down capture, 3Y | 100 | 84 |
| Stocks held | 88 | 87 |
| Top 10 holdings | 37% | 31% |
| Large / mid / small caps | 58 / 18 / 19% | 49 / 22 / 13% |
| Largest sector | Banks | Banks |
Common questions
Nippon India Value Fund or SBI Contra Fund: which is better?
On our track-record ratings (Direct plans), Nippon India Value Fund is rated C 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.
Nippon India Value Fund or SBI Contra Fund: which has done better?
Over the last 3 years, Nippon India Value Fund returned 13.7% a year against 12.0% for SBI Contra Fund (Direct plans).
How much do Nippon India Value Fund and SBI Contra Fund overlap?
They hold 18 stocks in common; the portfolio overlap is 27%.
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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