InvestVerdict
SBI CONTRA FUND
Direct Plan · IDCW · Value / Contra · Scheme code 119724
Fund houseSBI Mutual Fund
CategoryValue / Contra
Plan & optionDirect · IDCW
History13.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.08 | 2.25 | -2.78 | 2.06 | 12.84 | 17.05 | 22.53 | 13.16 | 12.60 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Value / Contra category median |
— | — | — | 2.79 | 15.24 | 15.03 | — | 14.92 | — |
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 | 15.5% | 0.41 | 0.53 | 0.96 | 7.44% | -50.5% | 91.21 |
| 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 |
|---|---|---|---|---|
| 624 | -33.6% | 10.9% | 110.6% | 29% |
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.