SBI Contra Fund-Reg(IDCW)

36.93 -0.24 (-0.64%) NAV as on 28-Sep-22
Fund Family:SBI Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.478.049.4427.6514.6718.74
Category Avg9.233.822.3920.2414.6715.26
Category Best5.464.662.6716.5318.1217.70
Category Worst3.440.35-8.467.559.9110.09
SENSEX6.43-1.73-5.1413.3912.59-
NIFTY6.36-2.11-5.0113.5611.53-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2022-3.54NANA-1.54
202112.7212.694.2213.24
202021.0714.5329.35-27.18
2019-2.80-5.521.855.81
2018-3.09-5.151.93-8.56
20175.122.8213.2014.62

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202149.931331.63
202030.61318.41
2019-1.03338.98
2018-14.3333-1.81
201740.232337.6

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Invesco India Contra Fund(G)76.2612-Apr-07-0.3517.5313.3614.03
Kotak India EQ Contra Fund(G)81.7327-Jul-05-1.9315.5312.8913
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.8356
Semi Standard Deviation [%]0.7067
Beta [%]0.7641
Sharp Ratio [%]0.1177
R-Square [%]0.8786
Expense Ratio [%]1.8700
AVG Ratio [%]-0.0195
Other Ratios
Jenson Ratio [%]0.0509
Treynor Ratio [%]0.0361
Turnover Ratio [%]2.2100
FAMA Ratio [%]0.0449
SORTINO Ratio [%]-0.0431

Return Calculator

MARKET STATS As on 29/09/2022 As on 29/09/2022

16818.10 (-0.24) 56409.96 (-0.33)

TOP GAINERS

Company Price Change Gain (%)
Pricol193.0030.0018.40
Apollo Sindoori1167.90180.7518.31

TOP LOSERS

Company Price Change Loss (%)
Akshar Spintex91.35-17.35-15.96
SVP Global Textiles30.70-4.25-12.16

Portfolio Comparison

MUTUAL FUND ACTIVITY