COMPARE
Bandhan Contra Fund-Direct Plan-Growth vs SBI Contra Fund - Direct Plan - Growth
Bandhan Contra Fund- and SBI Contra Fund are both in the Contra Fund category, from Bandhan AMC Limited and SBI Funds Management Limited respectively. SBI Contra Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
SBI Contra Fund has the lower direct-plan expense ratio, by 4.72 percentage points.
| Bandhan Contra Fund-Direct Plan-Growth | SBI Contra Fund - Direct Plan - Growth | |
|---|---|---|
| Category | Contra Fund | Contra Fund |
| AMC | Bandhan AMC Limited | SBI Funds Management Limited |
| Benchmark | BSE 500 TRI | BSE 500 |
| NAV | ₹9.4842 (2026-10-28) | ₹390.0778 (2026-10-28) |
| AUM | - | ₹44,532.535 Cr |
| Expense Ratio (Direct) | 5.6% | 0.88% |
| Inception | 2026-08-10 | 2005-05-06 |
Returns
This fund is less than a year old, so there is not yet enough history to calculate rolling returns.
Risk Metrics
This fund is less than three years old, so a three-year risk history does not exist yet.
| Bandhan Contra Fund-Direct Plan-Growth | SBI Contra Fund - Direct Plan - Growth | |
|---|---|---|
| 3Y Sharpe Ratio | N/A | 0.13 |
| 3Y Alpha | N/A | 1.2114% |
| 3Y Std Deviation | N/A | 12.1914% |
| 3Y Calmar Ratio | N/A | 0.55 |
Portfolio Analytics
Bandhan Contra Fund- carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Bandhan Contra Fund-Direct Plan-Growth | SBI Contra Fund - Direct Plan - Growth | |
|---|---|---|
| P/E Ratio | 21.2254 | 19.8858 |
| P/B Ratio | 6.656 | 8.5122 |
| Dividend Yield | 1.1864% | 1.48% |
| Active Share | 61.22% | 64.31% |
| Portfolio Turnover | - | 154% |
| YTM | - | 5.3435% |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Bandhan Contra Fund- has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, Bandhan Contra Fund- or SBI Contra Fund?
SBI Contra Fund's direct-plan expense ratio is 4.72 percentage points lower than Bandhan Contra Fund-'s. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Why don't Bandhan Contra Fund- and SBI Contra Fund show risk metrics like Sharpe ratio or alpha?
This fund is less than three years old, so a three-year risk history does not exist yet. This is a deliberate methodology choice, not missing data - risk metrics like alpha and Sharpe ratio are most meaningful for actively-managed funds where a manager makes decisions that can add or subtract value versus a benchmark. For a fund that mechanically tracks an index, the equivalent useful metric is tracking error (how closely it follows its index), not alpha.
Which fund has a longer track record, Bandhan Contra Fund- or SBI Contra Fund?
SBI Contra Fund launched on 2005-05-06, making it older than Bandhan Contra Fund- (launched 2026-08-10). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.