• 1 Year Returns: -10.58%
• 3 Year Returns: 5.26%
• 5 Year Returns: 7.29%

• Pharmaceuticals | 16.62%
• Labs & Life Sciences Services | 8.86%
• IT Services & Consulting | 8.82%
• Packaged Foods & Meats | 7.70%
• FMCG - Household Products | 5.80%

• Sun Pharmaceutical Industries Ltd | 8.25%
• Apollo Hospitals Enterprise Limited | 7.98%
• Nestle India Ltd | 7.70%
• Hindustan Unilever Ltd | 5.80%
• ITC Ltd | 5.36%

• Equity | 99.23%
• Cash & Equivalents | 0.77%

The alpha ratio for the SBI Equity Minimum Variance Fund(IDCW-Payout) is -1.40

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 Minimum Variance Fund(IDCW-Payout) is 11.70

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 Minimum Variance Fund(IDCW-Payout) is -1.29

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 Minimum Variance Fund(IDCW-Payout) is -0.12

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.