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Morningstar® Fund Report™

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Performance

Risk and Rating

Portfolio

Management

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Methodology

Glossary

SBI Contra Fund Regular Growth

Morningstar Rating™ (Relative to Category)	-
Morningstar Return Morningstar Risk (Rel to Cat) Morningstar Rating™ 3-Year - - Not Rated 5-Year - - Not Rated 10-Year - - Not Rated Overall - - Not Rated
Category:  Contra	Click here to see our Methodology

Volatility Measurements	30/04/2024
Volatility 12.28 % 3-Yr Mean Return 32.64 %   Sharpe Ratio 1.89

Modern Portfolio Statistics		-
	Standard Index	Best Fit Index
	S&P BSE 500 India TR INR
R-Squared	81.29	-
3-Yr Beta	0.84	-
3-Yr Alpha	11.28	-

Return/Risk Analysis			30/04/2024
Risk Measurement	1 Year	3 Years	5 Years
Standard Deviation	11.11	12.28	19.64
Sharpe Ratio	3.13	1.89	1.04
Sortino Ratio	-	-	-
Positive Months	11	26	42
Negative Months	1	10	18
Worst Month	-2.85	-5.23	-23.65