• 1 Year Returns: 1.03%
• 3 Year Returns: 16.53%
• 5 Year Returns: 19.16%

• Private Banks | 14.56%
• Miscellaneous | 9.78%
• Pharmaceuticals | 7.71%
• Oil & Gas - Refining & Marketing | 7.53%
• Public Banks | 7.09%

• TREPS | 9.74%
• HDFC Bank Ltd | 6.76%
• Reliance Industries Ltd | 5.44%
• Biocon Ltd | 3.31%
• Tata Steel Ltd | 3.25%

• Equity | 83.67%
• Cash & Equivalents | 9.61%
• Treasury Bills | 2.53%
• Corporate Debt | 2.07%
• Certificate of Deposit | 1.13%

The alpha ratio for the SBI Contra Fund-Reg(IDCW) is -0.55

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 Contra Fund-Reg(IDCW) is 11.89

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 Contra Fund-Reg(IDCW) is -0.18

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 Contra Fund-Reg(IDCW) is -0.02

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.