SBI CONTRA Fund Direct Growth

Scheme code: INF200K01RA0 NAV value: ₹ 381.9029 NAV date: 11 April, 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 -4.5637.5317.4330.81
3 year 6.2833.3215.5731.5
5 year 0.7426.0212.9118.53
7 year 3.3315.6211.6415.23
10 year 3.4917.2210.6517.67
12 year 3.0716.1710.817.13
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.930.81
3 year 6.5632.1215.6631.5
5 year 126.212.7518.53
7 year 3.815.4211.8415.23
10 year 3.81811.0917.67
12 year 3.6316.8611.1917.13
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6730.81
3 year 7.6833.371731.5
5 year 0.7127.6313.1518.53
7 year 3.7616.0112.0415.23
10 year 3.5616.9410.9417.67
12 year 3.3116.5410.9917.13
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.7930.81
3 year 8.0434.4617.9831.5
5 year 0.6928.6413.5318.53
7 year 3.9716.4212.3515.23
10 year 3.5317.7211.2417.67
12 year 3.116.9711.2517.13
15 year 6.6816.9611.2

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 5.839.61
3 year 7.3515.16
5 year 7.2812.48
7 year 6.3610.1
10 year 5.9311.17
12 year 6.0910.78
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.799.61
3 year 7.5115.16
5 year 7.2512.48
7 year 6.3810.1
10 year 6.1511.17
12 year 6.310.78
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.269.61
3 year 8.2515.16
5 year 7.6412.48
7 year 6.5810.1
10 year 6.2111.17
12 year 6.3610.78
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.479.61
3 year 8.7415.16
5 year 7.9712.48
7 year 6.7810.1
10 year 6.4311.17
12 year 6.5710.78

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%