SBI CONTRA Fund
Direct · Growth ₹416.62
17 Jul 2026
NAV
18.1%
3Y CAGR
17.6%
5Y CAGR
17.5%
10Y CAGR
17.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.71
Sharpe
-44.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.80 L | 20.9% | -57.7% | 135.5% |
| 3 Years | ₹36.00 L | ₹45.56 L | 18.2% | -26.7% | 46.2% |
| 5 Years | ₹60.00 L | ₹98.83 L | 18.4% | -13.3% | 38.2% |
| 7 Years | ₹84.00 L | ₹1.70 Cr | 19.1% | -5.5% | 30.1% |
| 10 Years | ₹1.20 Cr | ₹3.45 Cr | 20.0% | 16.4% | 23.7% |
| 12 Years | ₹1.44 Cr | ₹4.82 Cr | 18.7% | 16.3% | 20.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.9% | 14.5% | 21.2% | +6.4% |
| 3 Years | 18.2% | 11.2% | 18.2% | +7.1% |
| 5 Years | 18.4% | 10.4% | 18.1% | +8.0% |
| 7 Years | 19.1% | 10.6% | 18.2% | +8.5% |
| 10 Years | 20.0% | 11.5% | 19.0% | +8.6% |
| 12 Years | 18.7% | 11.4% | 18.3% | +7.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.9% | 14.2% | -36.1% | 124.0% | 0.52 | 1.71 | 79% | — | — |
| 3 Years | 18.1% | 18.2% | -10.2% | 49.3% | 1.01 | 4.04 | 94% | — | — |
| 5 Years | 17.6% | 15.8% | -4.5% | 40.1% | 1.21 | 7.03 | 98% | — | — |
| 10 Years | 17.5% | 17.3% | 14.6% | 20.5% | 7.71 | — | 100% | — | — |
-44.7%
Max Drawdown
26 mo
Drawdown Duration
8 mo
Recovery Time
-6.8%
Avg Drawdown
Calmar Ratio by Duration
0.44
1Y
0.40
3Y
0.39
5Y
0.36
7Y
0.39
10Y
0.39
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.10 | 0.87 | 86.9% | 85.5% | -1.8% | -3.1% |
| 3 Years | +6.63 | 0.88 | 90.5% | 81.3% | 13.8% | 7.3% |
| 5 Years | +8.26 | 0.83 | 86.1% | 75.0% | 16.9% | 9.1% |
| 7 Years | +10.71 | 0.83 | 88.1% | 76.7% | 21.0% | 11.1% |
| 10 Years | +5.81 | 0.84 | 88.5% | 81.3% | 16.2% | 11.1% |
| 12 Years | +5.91 | 0.85 | 88.6% | 81.4% | 15.5% | 10.1% |
| 15 Years | +4.55 | 0.84 | 87.6% | 81.1% | 13.8% | 9.8% |
80
Total Holdings
32.9%
Top 10 Weight
33
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd. | 5.82% |
| 2 | Reliance Industries Ltd. | 4.95% |
| 3 | Biocon Ltd. | 3.63% |
| 4 | ICICI Bank Ltd. | 3.58% |
| 5 | Indus Towers Ltd. | 2.78% |
| 6 | Punjab National Bank | 2.60% |
| 7 | Kotak Mahindra Bank Ltd. | 2.60% |
| 8 | Torrent Power Ltd. | 2.50% |
| 9 | Tata Steel Ltd. | 2.29% |
| 10 | GAIL (India) Ltd. | 2.14% |