Equity Scheme - Contra FundSBI Mutual Fund

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

₹64.4346▲ 0.1102 (0.17%)

Scheme Type

Open Ended Schemes

NAV History

-3.97%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,603

-4.0%

3Y Ago

₹19,184

+91.8%

5Y Ago

₹35,669

+256.7%

Past performance ≠ future results

Fund Analytics

Score: 55.9 / 100

Performance

Total Returns

Simple return over period

-1.64%

CAGR

Compound annual growth rate

-1.64%

Growth of ₹10K

Hypothetical investment value

₹9,836

SIP XIRR

SIP internal rate of return

-5.42%

Risk

Volatility (Ann.)

Std deviation of returns

10.69%LOW

Max Drawdown

Worst peak-to-trough

-10.91%

Sharpe Ratio

Risk-adjusted return

-0.72POOR

Sortino Ratio

Downside risk-adjusted return

-0.89POOR

Benchmark

Beta

Market sensitivity

0.86DEF

Alpha

Excess return vs benchmark

+0.59%

Tracking Error

Deviation from benchmark

3.87%

Information Ratio

Alpha per unit tracking error

0.15

Treynor Ratio

Return per unit systematic risk

-8.94

Capture

Upside Capture

Participation in market gains

87.02%

Downside Capture

Participation in market losses

84.75%

Rolling Returns

1Y Rolling CAGR

Avg 29.1% (-7.5% – 112.2%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-1.6%-3.6%

+0.6%

3Y+15.5%+9.9%

+6.1%

5Y+17.4%+10.4%

+7.8%

Beta

1Y:0.863Y: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