• 1 Year Returns: -5.83%
• 3 Year Returns: 14.49%
• 5 Year Returns: 21.54%

• FMCG - Household Products | 12.23%
• Packaged Foods & Meats | 11.71%
• Four Wheelers | 8.65%
• Home Electronics & Appliances | 8.40%
• Paints | 7.83%

• Bharti Airtel Ltd | 6.24%
• Mahindra and Mahindra Ltd | 4.87%
• Hindustan Unilever Ltd | 4.55%
• Jubilant Foodworks Ltd | 4.38%
• Britannia Industries Ltd | 4.12%

• Equity | 98.40%
• Cash & Equivalents | 1.48%
• Treasury Bills | 0.09%
• Pref Shares | 0.03%

The alpha ratio for the SBI Consumption Opp Fund(IDCW-Payout) is 4.77

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 Consumption Opp Fund(IDCW-Payout) is 13.06

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 Consumption Opp Fund(IDCW-Payout) is -0.73

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 Consumption Opp Fund(IDCW-Payout) is -0.07

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.