SBI Mutual Fund
SBI Contra Fund — rolling returns
Value & Contra · NAV data as of
3,360 daily NAV records since 2 January 2013
What is a rolling return?
A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,127 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.
Rolling return statistics
Annualised returns (CAGR), computed daily across every available start date.
Direct plan · showing data from 2 January 2013 to 18 August 2026
Windows computed
2,127
Average return
17.53%
Median return
15.86%
Standard deviation
9.03%
Best 5-year window
40.13%a year
Invested 24 Mar 2020 · exited 24 Mar 2025
Worst 5-year window
-4.49%a year
Invested 23 Mar 2015 · exited 23 Mar 2020
Consistency — share of 5-year windows
- Above 0%
- 97.6% (2,076 of 2,127)
- Above 8%
- 84.4% (1,796 of 2,127)
- Above 12%
- 80.8% (1,718 of 2,127)
- Above 15%
- 61.4% (1,305 of 2,127)
Each point is one 5-year holding period, plotted against the date it began. Showing 427 of 2,127 windows.
Compare holding periods
The same statistics for every period, side by side. The highlighted column is the one shown above.
| Holding period | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|
| Returns | |||||
| Average | 19.80% | 18.04% | 17.53% | 16.38% | 17.41% |
| Median | 13.98% | 18.05% | 15.86% | 16.87% | 17.22% |
| Minimum | -33.69% | -10.17% | -4.49% | 4.25% | 14.64% |
| Maximum | 124.05% | 49.25% | 40.13% | 22.98% | 20.52% |
| Std deviation | 25.88% | 11.52% | 9.03% | 4.18% | 1.43% |
| Consistency | |||||
| Above 0% | 79.01% | 93.97% | 97.60% | 100.00% | 100.00% |
| Above 8% | 61.55% | 80.97% | 84.44% | 95.65% | 100.00% |
| Above 12% | 54.24% | 67.24% | 80.77% | 87.08% | 100.00% |
| Above 15% | 48.17% | 57.78% | 61.35% | 62.22% | 97.21% |
| Coverage | |||||
| Windows computed | 3,116 | 2,622 | 2,127 | 1,633 | 896 |
Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.
Direct vs Regular plan
The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 0.82% a year more than Regular.
This fund's Regular plan has NAV going back to 3 April 2006, but its Direct plan only began on 2 January 2013. The 1,644 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.
| 5-year rolling return | Direct | Regular |
|---|---|---|
| Average | 17.53% | 16.70% |
| Best window | 40.13%from 24 Mar 2020 | 39.01%from 24 Mar 2020 |
| Worst window | -4.49%from 23 Mar 2015 | -5.10%from 23 Mar 2015 |
| Windows computed | 2,127 | 2,127 |
Compare with other funds
Other Value & Contra funds
5-year rolling return (Direct)
Related Flexi Cap funds
5-year rolling return (Direct)
Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.