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SBI Mutual Fund

SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Contra Fund)Very High Risk★★★★★ISIN INF200K01347
NAV · 03-Jul-2026
65.1917
1M
+2.19%
6M
-6.39%
1Y (CAGR)
-3.39%
3Y (CAGR)
+13.43%
5Y (CAGR)
+16.57%
Since inception (CAGR)
+4.13%

NAV history

50.3557.5664.7704-07-202303-07-202665.19
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
12.53%
Downside dev (3y)
10.55%
Max drawdown (3y)
-16.2%
Sharpe (3y)
0.55
SIP XIRR (3y)
+4.06%
SIP XIRR (5y)
+12.19%
Calendar-year returns
2020 +30.6%2021 +49.9%2022 +12.8%2023 +38.2%2024 +18.8%2025 +6.1%

Fund facts

AUM₹4,72,630 Cr
Launch date06-May-2005
Plan typeOpen Ended · Equity
Min lumpsum2000
Lock-inNone
Volatility14.94
AMCSBI Funds Management Limited

Objective · 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

scheme documents ↗