Mutual Funds
SBI Contra Fund Regular Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™
Not Rated

Morningstar® Category
Category_INCA000057 		Total Net Assets (mil)
253,249.31 INR
Morningstar® Benchmark
S&P BSE 500 India TR INR
Used throughout report
 Fund Benchmark
S&P BSE 500 India TR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M 6.58 5.22 6.86
6M 16.07 13.39 17.84
1Y 44.47 39.73 44.82
3Y* 27.85 17.77 19.96
5Y* 24.51 17.54 18.13
10Y* 18.59 16.24 17.63
*Annualised Return Data Through 13/03/2024
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2024 - - --
2023 -1.0812.939.3713.13
2022 -1.54-3.5412.44 5.59
2021 13.24 12.72 12.69 4.22
2020 -27.18 21.07 14.53 29.35
RISK MEASURES
3Y Alpha 10.74
3Y Beta 0.83
3Y R-Squared 81.49
3Y Info Ratio 1.86
3Y Tracking Error 5.66
3Y Sharpe Ratio 1.82
3Y Std Dev 12.15
3Y Risk -
5Y Risk -
10Y Risk -
Calculations use S&P BSE 500 India TR INR (where applicable)

Morningstar Style BoxTM


Report as of 15 Mar 2024


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