• 1 Year Returns: 7.64%
• 3 Year Returns: 16.15%
• 5 Year Returns: 13.51%

• Private Banks | 10.61%
• Power Generation | 9.87%
• Public Banks | 7.98%
• Specialized Finance | 7.38%
• Construction & Engineering | 4.69%

• TREPS | 4.39%
• State Bank of India | 4.24%
• ICICI Bank Ltd | 3.79%
• Bharti Airtel Ltd | 3.27%
• Kotak Mahindra Bank Ltd | 3.24%

• Equity | 75.00%
• Corporate Debt | 14.47%
• Government Securities | 4.04%
• Cash & Equivalents | 3.37%
• Certificate of Deposit | 2.85%

The alpha ratio for the SBI Equity Hybrid Fund(IDCW-Payout) is 1.38

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 10.07

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 0.42

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 0.04

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.