• 1 Year Returns: -3.35%
• 3 Year Returns: 4.72%
• 5 Year Returns: 6.44%

• Specialized Finance | 12.72%
• Others | 12.53%
• Power Generation | 10.94%
• Public Banks | 9.10%
• Investment Banking & Brokerage | 7.69%

• TREPS | 3.67%
• National Bank for Agriculture and Rural Development | 3.13%
• Adani Power Ltd. | 2.92%
• JTPM Metal Traders Ltd. | 2.90%
• Torrent Power Ltd. | 2.45%

• Corporate Debt | 61.84%
• Equity | 24.37%
• Cash & Equivalents | 6.04%
• Government Securities | 3.04%
• Secured Debt | 2.38%

The alpha ratio for the SBI Conservative Hybrid Fund(M-IDCW Payout) is 0.82

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 SBI Conservative Hybrid Fund(M-IDCW Payout) is 3.90

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 SBI Conservative Hybrid Fund(M-IDCW Payout) is 0.11

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 SBI Conservative Hybrid Fund(M-IDCW Payout) is 0.01

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.