Equity Scheme - Contra FundSBI Mutual Fund

SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

₹64.0577▼ 1.2495 (1.91%)

Scheme Type

Open Ended Schemes

NAV History

+0.06%

365 data points · Period:1Y

Returns

CAGR

-1.91%

+0.47%

-1.54%

-5.41%

+11.12%

+15.94%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,006

+0.1%

3Y Ago

₹17,838

+78.4%

5Y Ago

₹37,153

+271.5%

Past performance ≠ future results

Fund Analytics

Score: 54.4 / 100

Performance

Total Returns

Simple return over period

-5.33%

CAGR

Compound annual growth rate

-5.33%

Growth of ₹10K

Hypothetical investment value

₹9,467

SIP XIRR

SIP internal rate of return

-6.41%

Risk

Volatility (Ann.)

Std deviation of returns

11.01%LOW

Max Drawdown

Worst peak-to-trough

-10.91%

Sharpe Ratio

Risk-adjusted return

-1.03POOR

Sortino Ratio

Downside risk-adjusted return

-1.28POOR

Benchmark

Beta

Market sensitivity

0.85DEF

Alpha

Excess return vs benchmark

-1.65%

Tracking Error

Deviation from benchmark

3.96%

Information Ratio

Alpha per unit tracking error

-0.42

Treynor Ratio

Return per unit systematic risk

-13.28

Capture

Upside Capture

Participation in market gains

83.98%

Downside Capture

Participation in market losses

85.97%

Rolling Returns

1Y Rolling CAGR

Avg 26.8% (-7.5% – 94.0%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-5.3%-5.3%

-1.6%

3Y+12.5%+8.3%

+4.5%

5Y+16.0%+9.8%

+6.8%

Beta

1Y:0.853Y:0.875Y:0.83

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹2,32,535

Total Value

₹5,32,535

*Based on historical CAGR. Projections are illustrative, not guaranteed