Equity Scheme - Contra FundSBI Mutual Fund

SBI CONTRA FUND - DIRECT PLAN - GROWTH

₹408.5142▲ 0.7068 (0.17%)

Scheme Type

Open Ended Schemes

NAV History

-2.81%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,719

-2.8%

3Y Ago

₹19,933

+99.3%

5Y Ago

₹37,740

+277.4%

Past performance ≠ future results

Fund Analytics

Score: 56.1 / 100

Performance

Total Returns

Simple return over period

-0.86%

CAGR

Compound annual growth rate

-0.86%

Growth of ₹10K

Hypothetical investment value

₹9,914

SIP XIRR

SIP internal rate of return

-4.68%

Risk

Volatility (Ann.)

Std deviation of returns

10.70%LOW

Max Drawdown

Worst peak-to-trough

-10.76%

Sharpe Ratio

Risk-adjusted return

-0.64POOR

Sortino Ratio

Downside risk-adjusted return

-0.80POOR

Benchmark

Beta

Market sensitivity

0.86DEF

Alpha

Excess return vs benchmark

+1.38%

Tracking Error

Deviation from benchmark

3.86%

Information Ratio

Alpha per unit tracking error

0.36

Treynor Ratio

Return per unit systematic risk

-8.01

Capture

Upside Capture

Participation in market gains

87.71%

Downside Capture

Participation in market losses

84.25%

Rolling Returns

1Y Rolling CAGR

Avg 30.2% (-6.6% – 113.5%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-0.9%-3.6%

+1.4%

3Y+16.6%+9.9%

+7.2%

5Y+18.4%+10.4%

+8.8%

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

₹3,17,411

Total Value

₹6,17,411

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