ReviewDirect · Growth
SBI CONTRA FUND
SBI Mutual FundEquity Scheme - Contra Fund13.7 years
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.
- NAV
- 403.7741
- 15 Sept 2026
- 1Y
- -3.4%
- Trailing CAGR
- AUM
- ₹48,266.35 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-3.4%
- 3Y+9.9%
- 5Y+14.7%
- 10Y+15.2%
- SI+15.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.3%
- 3Y+2.1%
- 5Y+11.0%
- 10Y+17.1%
- Since inception
- +15.0%
- Calendar-day CAGR
- Excess 1Y
- -5.2%
- Category median, same plan and option
- 3Y win rate
- +51%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- -10.2%
- 2646 daily-ending windows
- Median rolling 3Y
- +18.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +98%
- 2153 daily-ending windows
- SIP 3Y XIRR
- +2.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 142 recovered episodes
- Longest recovery
- 254 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
23 Jan 2018 – 2 Dec 2020
Trough 23 Mar 2020 · recovered in 254 days
-44.7%
28 Jan 2013 – 25 Mar 2014
Trough 28 Aug 2013 · recovered in 209 days
-20.2%
13 Apr 2015 – 25 Jul 2016
Trough 25 Feb 2016 · recovered in 151 days
-19.5%
27 Sept 2024 – open
Trough 3 Mar 2025 · not recovered
-15.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
18
Consistency
49
Risk-adjusted
59
Drawdown
0
Mean
25
Portfolio
31 Aug 2026 · 96 holdings · top 10 are 38.2%.
- Top 5
- 24.4%
- Top 10
- 38.2%
- Largest holding
- 7.1%
- Effective holdings
- 41.0
Repo
Unspecified
7.1%
Reliance Industries Ltd
Energy & Utilities
4.8%
ICICI Bank Ltd
Financial
4.5%
HDFC Bank Ltd
Financial
4.5%
Biocon Ltd
Healthcare
3.5%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.