Equity Scheme - Contra FundSBI Mutual Fund

SBI CONTRA FUND - REGULAR PLAN -GROWTH

₹372.5261▲ 3.1158 (0.84%)

Scheme Type

Open Ended Schemes

NAV History

+2.12%

365 data points · Period:1Y

Returns

CAGR

+0.84%

-1.27%

-0.91%

-4.53%

+11.25%

+15.36%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,212

+2.1%

3Y Ago

₹18,048

+80.5%

5Y Ago

₹37,836

+278.4%

Past performance ≠ future results

Fund Analytics

Score: 54.6 / 100

Performance

Total Returns

Simple return over period

-4.17%

CAGR

Compound annual growth rate

-4.17%

Growth of ₹10K

Hypothetical investment value

₹9,583

SIP XIRR

SIP internal rate of return

-4.77%

Risk

Volatility (Ann.)

Std deviation of returns

11.04%LOW

Max Drawdown

Worst peak-to-trough

-10.91%

Sharpe Ratio

Risk-adjusted return

-0.92POOR

Sortino Ratio

Downside risk-adjusted return

-1.14POOR

Benchmark

Beta

Market sensitivity

0.85DEF

Alpha

Excess return vs benchmark

-1.13%

Tracking Error

Deviation from benchmark

4.00%

Information Ratio

Alpha per unit tracking error

-0.28

Treynor Ratio

Return per unit systematic risk

-11.90

Capture

Upside Capture

Participation in market gains

84.88%

Downside Capture

Participation in market losses

86.02%

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 2026-07-09

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-4.2%-4.6%

-1.1%

3Y+12.8%+8.4%

+4.7%

5Y+16.2%+9.9%

+6.9%

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

₹2,48,341

Total Value

₹5,48,341

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