Equity Scheme - Contra FundSBI Mutual Fund

SBI CONTRA FUND - DIRECT PLAN - GROWTH

₹406.5109▼ 7.9204 (1.91%)

Scheme Type

Open Ended Schemes

NAV History

+1.25%

365 data points · Period:1Y

Returns

CAGR

-1.91%

+0.54%

-1.53%

-4.67%

+12.07%

+16.93%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,125

+1.3%

3Y Ago

₹18,533

+85.3%

5Y Ago

₹39,320

+293.2%

Past performance ≠ future results

Fund Analytics

Score: 54.5 / 100

Performance

Total Returns

Simple return over period

-4.59%

CAGR

Compound annual growth rate

-4.59%

Growth of ₹10K

Hypothetical investment value

₹9,541

SIP XIRR

SIP internal rate of return

-5.69%

Risk

Volatility (Ann.)

Std deviation of returns

11.02%LOW

Max Drawdown

Worst peak-to-trough

-10.76%

Sharpe Ratio

Risk-adjusted return

-0.96POOR

Sortino Ratio

Downside risk-adjusted return

-1.20POOR

Benchmark

Beta

Market sensitivity

0.85DEF

Alpha

Excess return vs benchmark

-0.89%

Tracking Error

Deviation from benchmark

3.95%

Information Ratio

Alpha per unit tracking error

-0.23

Treynor Ratio

Return per unit systematic risk

-12.40

Capture

Upside Capture

Participation in market gains

84.68%

Downside Capture

Participation in market losses

85.49%

Rolling Returns

1Y Rolling CAGR

Avg 27.9% (-6.6% – 95.4%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-4.6%-5.3%

-0.9%

3Y+13.5%+8.3%

+5.5%

5Y+17.0%+9.8%

+7.8%

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

₹2,64,710

Total Value

₹5,64,710

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