• 1 Year Returns: 2.43%
• 3 Year Returns: 5.66%
• 5 Year Returns: 4.90%

• G-Sec | 45.63%
• Miscellaneous | 45.15%
• Private Banks | 7.46%
• Others | 1.76%

• TREPS | 45.15%
• Government of India (05/12/2033) | 21.46%
• Government of India (22/04/2064) | 8.77%
• 0% GOI - 06MAY30 STRIPS | 7.78%
• 8.55% HDFC Bank Limited (27/03/2029) ** | 7.46%

• Cash & Equivalents | 46.91%
• Government Securities | 45.63%
• Corporate Debt | 7.46%

The alpha ratio for the Aditya Birla SL Retirement Fund-50 Plus-Debt Plan is -0.76

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Aditya Birla SL Retirement Fund-50 Plus-Debt Plan is 1.40

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Aditya Birla SL Retirement Fund-50 Plus-Debt Plan is -1.31

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Aditya Birla SL Retirement Fund-50 Plus-Debt Plan is -0.14

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.