• 1 Year Returns: 2.59%
• 3 Year Returns: 27.43%
• 5 Year Returns: 34.86%

• Private Banks | 16.33%
• Miscellaneous | 14.68%
• Oil & Gas - Refining & Marketing | 10.63%
• Pharmaceuticals | 5.71%
• Construction & Engineering | 4.63%

• TREPS | 14.64%
• HDFC Bank Ltd | 8.65%
• Reliance Industries Ltd | 6.16%
• ITC Ltd | 3.56%
• Kotak Mahindra Bank Ltd | 2.92%

• Equity | 77.93%
• Cash & Equivalents | 14.97%
• Treasury Bills | 3.69%
• Commercial Paper | 1.30%
• Corporate Debt | 1.21%

The alpha ratio for the SBI Contra Fund(IDCW-Payout) is 3.03

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 12.18

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 N/A

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 -0.00

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.