SBI CONTRA FUND - Direct Plan - Growth
code 119835 Contra Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-04-21, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 7.04% | 7.04% | 7.85% | -0.81% | 2026-10-09 → 2026-11-09 |
| 3M | -0.42% | -0.42% | -0.57% | 0.15% | 2026-08-07 → 2026-11-09 |
| 6M | 1.31% | 1.31% | 2.40% | -1.09% | 2026-05-08 → 2026-11-09 |
| 1Y | -1.49% | -1.49% | 0.43% | -1.92% | 2025-11-07 → 2026-11-09 |
| 3Y | 11.77% | 11.77% | 11.15% | 0.62% | 2023-11-09 → 2026-11-09 |
| 5Y | 13.88% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | 21.51% | - | - | - | 2019-11-08 → 2026-11-09 |
| 10Y | 15.75% | - | - | - | 2016-11-09 → 2026-11-09 |
| since inception | 15.13% | 15.93% | 14.06% | 1.88% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 48.49% | 0.57% | 3.02% | 41.06% | -13.62% | -0.47% | 31.37% | 50.98% | 13.63% | 39.53% | 19.94% | 7.02% |
| benchmark | - | - | - | - | - | - | - | - | - | - | 14.95% | 7.17% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 629 | 13.81% | 6.03% | -9.67% | 51.71% | 74% | 50% |
| 3 years | 139 | 13.43% | 13.44% | 8.99% | 18.58% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 10.34% | 13.46% | 14.65% |
| volatility | 14.31% | 13.30% | 17.48% |
| max drawdown | -15.84% | -15.84% | -44.74% |
| downside deviation | 9.76% | 8.51% | 11.92% |
| Sharpe ratio | 0.35 | 0.59 | 0.56 |
| Sortino ratio | 0.51 | 0.92 | 0.83 |
| Calmar ratio | 0.65 | - | - |
| alpha (annualised) | 1.17% | - | - |
| beta | 0.90 | - | - |
| R² | 0.95 | - | - |
| tracking error | 3.42% | - | - |
| information ratio | 0.22 | - | - |
| up / down capture | 95 / 90 | - | - |
| Treynor ratio | 0.06 | - | - |
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Contra Fund
Overall - (3y - · 5y - · 10y -) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 3 funds | 5 years of 3 funds | 10 years of 3 funds |
|---|---|---|---|
| return | 100th | 1st | 100th |
| volatility | 1st | 1st | 100th |
| Sharpe | 100th | 1st | 100th |
| Sortino | 100th | 1st | 100th |
| worst fall | 1st | 1st | 100th |
| risk-adjusted return (MRAR) | 100th | 1st | 100th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.