SBI Mutual Fund · Equity · mandate: contrarian strategy, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
45,949 cr
TER direct / regular
0.84% / 1.61%
Active return /yr (full)
5.7%
Score
69
Rank (Score, pool)
#9 of 245
Percentile (full, pool)
85
IR vs benchmark
0.96
CAGR (absolute)
19.1%
Max drawdown
-38.0%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
9.8%
10.5%
0.99
90
8.1%
21.6%
31.3%
12
FY23
15.8%
12.9%
3.03
98
4.8%
-1.6%
14.2%
12
FY24
9.3%
7.9%
2.37
87
2.8%
40.1%
49.3%
12
FY25
2.1%
-0.5%
0.46
45
3.9%
5.9%
8.0%
12
FY26
0.7%
-0.0%
0.26
53
2.2%
-3.1%
-2.4%
12
FY27*
-5.7%
-7.5%
-2.93
6
4.4%
15.1%
9.4%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-2.4
+0.1
-1.4
-3.6
2020
+2.1
-0.1
-0.1
-0.9
-0.8
+2.3
+1.0
+2.7
+0.5
-0.4
+1.2
+4.8
+12.8
2021
+4.5
+1.6
+0.1
+0.4
+2.7
+0.1
+3.9
-5.2
+2.3
+1.1
+2.7
+0.8
+15.5
2022
+0.5
-1.2
-0.0
+3.5
+1.1
+2.2
-0.9
-0.4
+2.6
+0.4
-0.2
+1.3
+9.1
2023
+1.7
+2.8
+0.5
-0.3
-0.5
+0.9
+2.1
+1.1
+0.8
+0.0
+1.1
-0.2
+10.3
2024
+1.3
+0.6
-0.2
+2.0
-0.8
+0.0
+0.6
-0.1
-0.8
+0.6
+0.5
-0.0
+3.8
2025
+0.4
+1.6
-2.3
-0.2
-1.3
-0.8
+0.5
+0.3
-0.5
+0.1
+0.4
+0.9
-0.9
2026
+0.9
+0.1
+0.2
-3.1
-0.3
-1.4
+0.2
-0.8
-4.2
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-4.6
-2.0
+2.1
+0.3
-4.9
-5.1
-5.1
+4.6
+8.2
+0.5
+2.7
-4.2
2014
-3.0
+3.5
+7.1
+0.8
+8.7
+6.5
+1.3
+5.9
+1.0
+3.7
+5.3
+0.2
+48.5
2015
+7.1
-0.5
-0.8
-5.1
+2.2
-0.7
+4.5
-5.1
-0.2
+1.1
-0.3
-0.9
+0.6
2016
-5.2
-7.1
+11.6
+1.3
+3.5
+2.4
+4.9
+3.0
-1.3
+2.4
-6.4
-4.3
+3.0
2017
+4.5
+5.7
+3.8
+2.0
+1.6
+1.6
+5.3
-1.3
-0.9
+6.6
+2.9
+3.4
+41.1
2018
+1.2
-3.9
-5.7
+6.5
-4.1
-4.9
+2.3
+4.5
-11.1
+0.0
+0.4
+1.8
-13.6
2019
-1.7
-0.7
+8.5
+0.6
-0.4
-2.8
-8.3
-2.0
+5.3
+1.4
+1.4
-0.7
-0.5
2020
+1.9
-6.3
-23.6
+13.2
-3.1
+10.5
+7.7
+6.3
+0.2
+2.3
+13.0
+12.2
+31.4
2021
+2.6
+9.4
+1.1
+0.8
+9.7
+2.1
+5.4
+1.3
+5.7
+1.3
-0.2
+3.2
+51.0
2022
-0.0
-5.2
+4.1
+2.8
-3.2
-2.9
+8.7
+4.3
-0.6
+4.4
+3.2
-1.9
+13.6
2023
-1.6
+0.1
+0.7
+4.2
+3.2
+5.2
+6.0
+0.5
+2.9
-2.8
+8.2
+7.8
+39.5
2024
+3.3
+2.2
+0.6
+5.5
-0.1
+7.0
+4.9
+0.9
+1.3
-5.7
+0.5
-1.4
+19.9
2025
-3.0
-6.2
+5.1
+3.1
+2.4
+3.0
-2.3
-1.5
+0.7
+4.4
+1.4
+0.6
+7.0
2026
-2.4
+0.5
-11.2
+7.4
-0.3
+0.3
+2.4
-0.5
-4.7
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard