SBI CONTRA Fund
Direct · Growth ₹405.05
04 Jun 2026
NAV
18.1%
3Y CAGR
17.6%
5Y CAGR
17.5%
10Y CAGR
17.5%
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.
7.70
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 | ₹12.81 L | 21.1% | -57.7% | 135.5% |
| 3 Years | ₹36.00 L | ₹45.67 L | 18.4% | -26.7% | 46.2% |
| 5 Years | ₹60.00 L | ₹99.04 L | 18.5% | -13.3% | 38.2% |
| 7 Years | ₹84.00 L | ₹1.70 Cr | 19.0% | -5.5% | 30.1% |
| 10 Years | ₹1.20 Cr | ₹3.46 Cr | 20.1% | 16.4% | 23.7% |
| 12 Years | ₹1.44 Cr | ₹4.84 Cr | 18.8% | 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 | 21.1% | 14.6% | 21.4% | +6.5% |
| 3 Years | 18.4% | 11.2% | 18.3% | +7.2% |
| 5 Years | 18.5% | 10.5% | 18.2% | +8.0% |
| 7 Years | 19.0% | 10.6% | 18.2% | +8.5% |
| 10 Years | 20.1% | 11.5% | 19.1% | +8.6% |
| 12 Years | 18.8% | 11.4% | 18.5% | +7.4% |