InvestVerdict
SBI CONTRA FUND
Regular Plan · IDCW · Value / Contra · Scheme code 100915
Fund houseSBI Mutual Fund
CategoryValue / Contra
Plan & optionRegular · IDCW
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.14 | 2.06 | -3.14 | 1.28 | 11.86 | 16.06 | 21.58 | 12.34 | 4.14 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Value / Contra category median |
— | — | — | 2.26 | 13.91 | 13.95 | — | 14.35 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 20.9% | 0.26 | 0.33 | 0.95 | 6.47% | -71.2% | 91.20 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 953 | -60.1% | 4.6% | 110.1% | 41% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.