SBI CONTRA Fund Direct Growth

Scheme code: INF200K01RA0 NAV value: ₹ 400.8173 NAV date: 6 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Contra Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year0.9656.1130.8134.36
3 year19.1150.6531.5025.38
5 year-1.6540.4118.5317.81
7 year2.8121.9515.2316.33
10 year14.6220.6417.6718.09
12 year16.3517.6917.1318.07

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5130.81
3 year 6.2833.3215.7931.5
5 year 3.5426.0213.518.53
7 year 3.3315.6211.7115.23
10 year 3.4917.2210.617.67
12 year 3.0716.1710.8417.13
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0630.81
3 year 9.0858.729.3131.5
5 year 3.674818.0418.53
7 year 3.831.0314.1415.23
10 year 3.828.9312.3917.67
12 year 3.6326.6512.5917.13
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7630.81
3 year 7.6833.3717.0931.5
5 year 2.3527.6313.5118.53
7 year 3.7616.0112.0715.23
10 year 3.5616.9410.9217.67
12 year 3.3116.5411.0117.13
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6830.81
3 year 8.0434.4618.2631.5
5 year 3.3728.6414.2118.53
7 year 3.9716.4212.4115.23
10 year 3.5317.7211.2217.67
12 year 3.116.9711.3117.13
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 30.81% - Median return: 36.66% - Average standard deviation: 4.71

Rolling return for 3 year

- Average return: 31.5% - Median return: 30.8% - Average standard deviation: 2.06

Rolling return for 5 year

- Average return: 18.53% - Median return: 16.2% - Average standard deviation: 1.03

Rolling return for 7 year

- Average return: 15.23% - Median return: 15.42% - Average standard deviation: 0.7

Rolling return for 10 year

- Average return: 17.67% - Median return: 18.07% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 17.13% - Median return: 17.13% - Average standard deviation: 0.35

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,15,3061,15,3069.61
3 year36,00,00054,98,43018,98,43015.16
5 year60,00,0001,08,02,62448,02,62412.48
7 year84,00,0001,64,77,03780,77,03710.10
10 year1,20,00,0003,46,04,2592,26,04,25911.17
12 year1,44,00,0004,91,96,4173,47,96,41710.78

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.99.61
3 year 7.315.16
5 year 7.4812.48
7 year 6.3910.1
10 year 5.9511.17
12 year 6.1110.78
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.61
3 year 20.6415.16
5 year 1312.48
7 year 9.4810.1
10 year 7.9911.17
12 year 8.1210.78
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.61
3 year 8.2215.16
5 year 7.7712.48
7 year 6.610.1
10 year 6.2311.17
12 year 6.3710.78
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.589.61
3 year 8.7115.16
5 year 8.2212.48
7 year 6.8210.1
10 year 6.4711.17
12 year 6.610.78

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,15,306 - Absolute Returns: ₹1,15,306 - CAGR: 9.61%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹54,98,430 - Absolute Returns: ₹18,98,430 - CAGR: 15.16%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,08,02,624 - Absolute Returns: ₹48,02,624 - CAGR: 12.48%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,64,77,037 - Absolute Returns: ₹80,77,037 - CAGR: 10.1%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,46,04,259 - Absolute Returns: ₹2,26,04,259 - CAGR: 11.17%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,91,96,417 - Absolute Returns: ₹3,47,96,417 - CAGR: 10.78%