Equity Scheme - Contra FundSBI Mutual Fund

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

₹63.7288▲ 2.0387 (3.30%)

Scheme Type

Open Ended Schemes

NAV History

-6.02%

365 data points · Period: 1Y

Returns

CAGR

+3.30%

-3.79%

+4.32%

+6.19%

+15.52%

+18.75%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,398

-6.0%

3Y Ago

₹18,171

+81.7%

5Y Ago

₹35,191

+251.9%

Past performance ≠ future results

Fund Analytics

Score: 57.8 / 100

Performance

Total Returns

Simple return over period

+0.50%

CAGR

Compound annual growth rate

+0.50%

Growth of ₹10K

Hypothetical investment value

₹10,050

SIP XIRR

SIP internal rate of return

-9.39%

Risk

Volatility (Ann.)

Std deviation of returns

11.18%LOW

Max Drawdown

Worst peak-to-trough

-10.91%

Sharpe Ratio

Risk-adjusted return

-0.49POOR

Sortino Ratio

Downside risk-adjusted return

-0.64POOR

Benchmark

Beta

Market sensitivity

0.84DEF

Alpha

Excess return vs benchmark

-0.58%

Tracking Error

Deviation from benchmark

4.22%

Information Ratio

Alpha per unit tracking error

-0.14

Treynor Ratio

Return per unit systematic risk

-6.55

Capture

Upside Capture

Participation in market gains

86.00%

Downside Capture

Participation in market losses

85.57%

Rolling Returns

1Y Rolling CAGR

Avg 31.7% (-7.5% – 113.0%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+0.5%+0.1%

-0.6%

3Y+17.4%+12.2%

+6.1%

5Y+19.0%+11.0%

+8.9%

Beta

1Y: 0.843Y: 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

₹2,48,341

Total Value

₹5,48,341

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