Equity Scheme - Contra FundSBI Mutual Fund

SBI CONTRA FUND - Regular Plan - IDCW

₹65.7169▲ 0.0866 (0.13%)

Scheme Type

Open Ended Schemes

NAV History

+8.90%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,890

+8.9%

3Y Ago

₹19,256

+92.6%

5Y Ago

₹34,549

+245.5%

Past performance ≠ future results

Fund Analytics

Score: 37.9 / 100

Performance

Total Returns

Simple return over period

-0.16%

CAGR

Compound annual growth rate

-0.16%

Growth of ₹10K

Hypothetical investment value

₹9,984

SIP XIRR

SIP internal rate of return

-1.35%

Risk

Volatility (Ann.)

Std deviation of returns

11.02%LOW

Max Drawdown

Worst peak-to-trough

-10.91%

Sharpe Ratio

Risk-adjusted return

-0.56POOR

Sortino Ratio

Downside risk-adjusted return

-0.68POOR

Benchmark

Beta

Market sensitivity

0.84DEF

Alpha

Excess return vs benchmark

+0.24%

Tracking Error

Deviation from benchmark

4.14%

Information Ratio

Alpha per unit tracking error

0.06

Treynor Ratio

Return per unit systematic risk

-7.32

Capture

Upside Capture

Participation in market gains

84.39%

Downside Capture

Participation in market losses

83.17%

Rolling Returns

1Y Rolling CAGR

Avg 8.9% (-61.2% – 119.1%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-08-21

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-0.2%-1.6%

+0.2%

3Y+12.1%+8.8%

+3.7%

5Y+16.7%+9.1%

+8.1%

Beta

1Y:0.843Y:0.875Y:0.83

Outperforming 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

₹2,81,663

Total Value

₹5,81,663

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