Equity Scheme - Contra FundSBI Mutual Fund

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

₹85.1932▲ 2.7271 (3.31%)

Scheme Type

Open Ended Schemes

NAV History

-4.87%

365 data points · Period: 1Y

Returns

CAGR

+3.31%

-3.72%

+4.34%

+7.05%

+16.53%

+19.76%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,513

-4.9%

3Y Ago

₹18,882

+88.8%

5Y Ago

₹37,228

+272.3%

Past performance ≠ future results

Fund Analytics

Score: 57.9 / 100

Performance

Total Returns

Simple return over period

+1.32%

CAGR

Compound annual growth rate

+1.32%

Growth of ₹10K

Hypothetical investment value

₹10,132

SIP XIRR

SIP internal rate of return

-8.65%

Risk

Volatility (Ann.)

Std deviation of returns

11.19%LOW

Max Drawdown

Worst peak-to-trough

-10.76%

Sharpe Ratio

Risk-adjusted return

-0.42POOR

Sortino Ratio

Downside risk-adjusted return

-0.54POOR

Benchmark

Beta

Market sensitivity

0.84DEF

Alpha

Excess return vs benchmark

+0.24%

Tracking Error

Deviation from benchmark

4.21%

Information Ratio

Alpha per unit tracking error

0.06

Treynor Ratio

Return per unit systematic risk

-5.57

Capture

Upside Capture

Participation in market gains

86.61%

Downside Capture

Participation in market losses

85.08%

Rolling Returns

1Y Rolling CAGR

Avg 32.8% (-6.6% – 114.3%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+1.3%+0.1%

+0.2%

3Y+18.5%+12.2%

+7.1%

5Y+20.1%+11.0%

+9.9%

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