Fidelity Contrafund Returns Calculator
Calculate historical returns and project future compounding for Fidelity Contrafund. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Blend / Growth (US)
AUM
$177.32 Billion
Expense Ratio
0.74%
Fund Manager
William Danoff, Asher Anolic & Jason Weiner
Fidelity Contrafund Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 28.1% CAGR | 5 Years @ 15.3% CAGR | 10 Years @ 17.9% CAGR |
|---|---|---|---|
| $100/mo | $5,682 Invested: $3,600 | $9,054 Invested: $6,000 | $33,434 Invested: $12,000 |
| $250/mo | $14,206 Invested: $9,000 | $22,636 Invested: $15,000 | $83,585 Invested: $30,000 |
| $500/mo | $28,412 Invested: $18,000 | $45,272 Invested: $30,000 | $167,169 Invested: $60,000 |
| $1,000/mo | $56,824 Invested: $36,000 | $90,545 Invested: $60,000 | $334,339 Invested: $120,000 |
| $2,500/mo | $142,061 Invested: $90,000 | $226,362 Invested: $150,000 | $835,847 Invested: $300,000 |
* Projections calculated using actual historical 3-year (28.07%), 5-year (15.34%), and 10-year (17.91%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Fidelity Contrafund
Fidelity Contrafund (FCNTX) is one of the most famous and successful actively managed mutual funds in American history. Led by legendary portfolio manager Will Danoff since 1990, Contrafund seeks high-conviction growth opportunities in industry-leading 'best-of-breed' companies.
Investment Strategy
Active Growth at Reasonable Price (GARP) â Invests in large-cap growth and value companies whose value is not fully recognized by the public. Danoff focuses on companies with visionary management teams, high return on capital, and multi-year competitive moats.
Key Facts
- Managed by legendary investor Will Danoff for over 35 consecutive years since 1990
- Over $160 Billion in assets under management
- Impressive 10-year annualized return of ~18.16%, beating the S&P 500 benchmark
- $0 minimum investment on Fidelity platform
Historical Returns
3-Year CAGR
28.07%
5-Year CAGR
15.34%
10-Year CAGR
17.91%
Benchmark
S&P 500 Index
Historical annualized returns as of August 2026. Mutual fund investments are subject to market risks.
Top Holdings & Sector Allocation
As of September 2026, Fidelity Contrafund's portfolio includes:
Top 5 Holdings
- Meta Platforms Inc. (META)
- Berkshire Hathaway Inc. (BRK.B)
- Microsoft Corp. (MSFT)
- Amazon.com Inc. (AMZN)
- NVIDIA Corp. (NVDA)
Sector Allocation
Information Technology 29.5%, Financials 17.2%, Communication Services 16.8%, Consumer Discretionary 13.4%, Healthcare 9.5%, Industrials 6.8%, Others 6.8%
Risk & Drawdowns
Standard deviation is ~16.2% over 3 years with superior upside capture.
Experienced -32% drawdown in 2022 followed by exceptional multi-year outperformance.
Tax Treatment
Active turnover may generate annual capital gain distributions; highly suitable for IRAs and 401(k)s.
Who Should NOT Invest in Fidelity Contrafund?
Index purists unwilling to pay active management fees or investors seeking pure passive benchmarks.
About the Fund Manager
Led by Will Danoff since 1990, alongside co-managers Asher Anolic and Jason Weiner (since 2025).
Who Is This Fund Suitable For?
Ideal for investors seeking active management excellence, multi-decade alpha track records, and high-conviction large-cap domestic equity growth.
More Funds from Fidelity & Similar Schemes
Similar Funds to Consider
- Fidelity Blue Chip Growth Fund (FBCG)
- American Funds Growth Fund of America (AGTHX)
- Fidelity 500 Index Fund (FXAIX)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Fidelity Contrafund Investors
- FIRE Calculator â Plan your retirement corpus with Fidelity Contrafund as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Fidelity Contrafund could cost you
- SIP vs EMI Calculator â Compare investing in Fidelity Contrafund vs paying off loans
Frequently Asked Questions About Fidelity Contrafund
What is the historical SIP return of Fidelity Contrafund?
Based on the latest data, Fidelity Contrafund has delivered an annualized return (CAGR) of 28.07% over 3 years, 15.34% over 5 years, and 17.91% over 10 years. Experienced -32% drawdown in 2022 followed by exceptional multi-year outperformance.
How is Fidelity Contrafund SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in Fidelity Contrafund generate over 5 years?
At an estimated annual return rate of 15.34%, a monthly $500 investment ($30,000 total invested) would grow to approximately $45,272 in 5 years, yielding an estimated wealth gain of $15,272. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Fidelity Contrafund?
Fidelity Contrafund's top holdings include Meta Platforms Inc. (META), Berkshire Hathaway Inc. (BRK.B), Microsoft Corp. (MSFT), and Amazon.com Inc. (AMZN). The fund's sector allocation is Information Technology 29.5%, Financials 17.2%, Communication Services 16.8%, Consumer Discretionary 13.4%, Healthcare 9.5%, Industrials 6.8%, Others 6.8%.
What is the risk profile of Fidelity Contrafund?
Standard deviation is ~16.2% over 3 years with superior upside capture. This fund may not be suitable for index purists unwilling to pay active management fees or investors seeking pure passive benchmarks..
What are the tax implications of investing in Fidelity Contrafund?
Active turnover may generate annual capital gain distributions; highly suitable for IRAs and 401(k)s.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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