• 1 Year Returns: -7.48%
• 3 Year Returns: 9.69%
• 5 Year Returns: 13.27%

• Private Banks | 15.56%
• Pharmaceuticals | 6.70%
• Miscellaneous | 6.44%
• Oil & Gas - Refining & Marketing | 6.34%
• Power Generation | 5.31%

• TREPS | 6.40%
• HDFC Bank Limited | 4.79%
• Reliance Industries Ltd | 4.67%
• ICICI Bank Limited | 4.36%
• Biocon Limited | 3.29%

• Equity | 90.90%
• Cash & Equivalents | 5.91%
• Treasury Bills | 2.24%
• REITs & InvIT | 1.01%
• Futures & Options | -0.06%

The alpha ratio for the SBI Contra Fund(IDCW-Payout) is -1.03

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(IDCW-Payout) is 12.23

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(IDCW-Payout) is -0.90

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(IDCW-Payout) is -0.09

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.