• 1 Year Returns: 14.74%
• 3 Year Returns: 15.83%
• 5 Year Returns: 12.31%

• Private Banks | 10.97%
• Power Generation | 9.04%
• Specialized Finance | 7.39%
• Public Banks | 7.07%
• G-Sec | 5.49%

• 6.48% CGL 2035 | 5.07%
• TREPS | 4.89%
• State Bank of India | 4.38%
• Bharti Airtel Ltd | 3.85%
• HDFC Bank Ltd | 3.77%

• Equity | 74.34%
• Corporate Debt | 12.87%
• Government Securities | 5.49%
• Cash & Equivalents | 5.02%
• Certificate of Deposit | 1.58%

The alpha ratio for the SBI Equity Hybrid Fund(IDCW-Payout) is 0.31

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 8.75

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 1.25

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 0.14

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.