SBI CONTRA Fund Direct Growth

Scheme code: INF200K01RA0 NAV value: ₹ 403.9745 NAV date: 18 March, 2026 TER: 0.74%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Contra Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-36.07	124.05	14.89	20.46	20.82
3 year	-10.17	49.25	18.56	18.17	18.28
5 year	-4.49	40.13	15.66	17.51	17.82
7 year	3.59	22.92	16.51	16.10	16.78
10 year	14.64	20.53	17.51	17.56	17.96
12 year	16.61	19.50	18.29	18.06	18.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.46
3 year	6.28	30.95	15.04	18.17
5 year	8.38	26.02	14.22	17.51
7 year	10.18	15.62	12.93	16.1
10 year	11.42	12.93	12.18	17.56
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	20.46
3 year	6.56	19.64	13.57	18.17
5 year	9.22	12.29	10.75	17.51

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.46
3 year	7.68	21.49	15.06	18.17
5 year	10.37	13.5	11.93	17.51

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.46
3 year	8.04	32.03	17.81	18.17
5 year	8.18	28.64	15.34	17.51
7 year	10.64	16.42	13.77	16.1
10 year	12.56	14.06	13.31	17.56

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,96,266 - Absolute Returns: ₹96,266 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,52,768 - Absolute Returns: ₹10,52,768 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹98,48,455 - Absolute Returns: ₹38,48,455 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,69,35,699 - Absolute Returns: ₹85,35,699 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,46,59,549 - Absolute Returns: ₹2,26,59,549 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,88,00,431 - Absolute Returns: ₹3,44,00,431 - CAGR: %

Drawdown Metrics

Max Drawdown

-44.74 %

Drawdown Duration

26 months

Recovery Time

9 months

Avg Drawdown

-6.75 %

Calmar Ratio by Duration

1 Y

0.4573

3 Y

0.4061

5 Y

0.3914

7 Y

0.3599

10 Y

0.3925

12 Y

0.4037

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.00	0.85	88.2	84.4	6.38 %	4.00 %
3 years	7.78	0.87	91.4	80.3	18.46 %	11.28 %
5 years	10.31	0.83	87.3	74.2	19.25 %	9.44 %
7 years	9.75	0.83	88.2	77.7	19.76 %	10.74 %
10 years	6.04	0.84	88.6	81.2	17.23 %	12.06 %
12 years	4.73	0.84	88.6	81.1	14.18 %	10.00 %
15 years	3.49	0.84	88.6	81.1	11.19 %	7.92 %