• 1 Year Returns: 6.25%
• 3 Year Returns: 13.85%
• 5 Year Returns: 11.50%

• Power Generation | 10.53%
• Private Banks | 9.80%
• Specialized Finance | 8.85%
• G-Sec | 7.02%
• Public Banks | 5.99%

• 6.94% CGL 2036 | 4.60%
• ICICI Bank Limited | 4.40%
• TREPS | 4.33%
• State Bank of India | 3.85%
• Adani Energy Solutions Ltd | 3.77%

• Equity | 74.79%
• Corporate Debt | 12.55%
• Government Securities | 6.48%
• Cash & Equivalents | 3.13%
• Floating-rate Debt | 1.53%

The alpha ratio for the SBI Equity Hybrid Fund(IDCW-Payout) is 1.36

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 Equity Hybrid Fund(IDCW-Payout) is 10.40

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 Equity Hybrid Fund(IDCW-Payout) is 0.25

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 Equity Hybrid Fund(IDCW-Payout) 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.