SBI CONTRA Fund Direct Growth

Scheme code: INF200K01RA0 NAV value: ₹ 382.2224 NAV date: 21 February, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Contra Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 10.40 56.86 41.60 44.01
3 year 19.35 50.65 31.63 25.35
5 year -4.56 34.79 16.87 16.65
7 year 2.81 21.95 15.09 16.29
10 year 14.62 20.64 17.93 18.37
12 year 16.70 17.54 17.12 18.07

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 1.9 37.53 21.58 41.6
3 year 7.48 33.32 15.8 31.63
5 year -3.81 19.75 12.28 16.87
7 year 3.33 15.62 11.57 15.09
10 year 3.49 17.22 10.74 17.93
12 year 3.07 16.17 10.8 17.12
15 year 6.95 15.66 10.91
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 1.15 44.02 25.99 41.6
3 year 7.77 32.12 15.88 31.63
5 year -3.49 20.38 12.13 16.87
7 year 3.8 15.42 11.79 15.09
10 year 3.8 18 11.18 17.93
12 year 3.63 16.86 11.18 17.12
15 year 7.01 16.36 11.23
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 0.64 46.37 28.32 41.6
3 year 8.37 33.37 17.18 31.63
5 year -3.72 21.84 12.47 16.87
7 year 3.76 16.01 11.99 15.09
10 year 3.56 16.94 11.01 17.93
12 year 3.31 16.54 10.96 17.12
15 year 6.56 16.42 10.97
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -0.13 47.75 29.96 41.6
3 year 8.95 34.46 18.17 31.63
5 year -3.7 22.97 12.82 16.87
7 year 3.97 16.42 12.31 15.09
10 year 3.53 17.72 11.3 17.93
12 year 3.1 16.97 11.22 17.12
15 year 6.68 16.96 11.22
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -70.59 305.88 192.72 41.6
7 year 4.81 13.13 8.28 15.09
10 year 4.53 20.41 8.92 17.93

Rolling return for 1 year

- Average return: 41.6% - Median return: 44.34% - Average standard deviation: 4.83

Rolling return for 3 year

- Average return: 31.63% - Median return: 30.8% - Average standard deviation: 2.07

Rolling return for 5 year

- Average return: 16.87% - Median return: 15.75% - Average standard deviation: 0.99

Rolling return for 7 year

- Average return: 15.09% - Median return: 15.2% - Average standard deviation: 0.71

Rolling return for 10 year

- Average return: 17.93% - Median return: 18.35% - Average standard deviation: 0.45

Rolling return for 12 year

- Average return: 17.12% - Median return: 17.12% - Average standard deviation: 0.33