• 1 Year Returns: 3.58%
• 3 Year Returns: 9.06%
• 5 Year Returns: 8.78%

• Private Banks | 21.38%
• Others | 7.87%
• Investment Banking & Brokerage | 6.88%
• G-Sec | 6.05%
• Construction & Engineering | 5.91%

• HDFC Bank Limited | 6.91%
• ICICI Bank Limited | 6.19%
• Kotak Mahindra Bank Limited | 6.14%
• Reliance Industries Ltd | 5.51%
• Bharti Airtel Ltd | 2.95%

• Equity | 69.62%
• Corporate Debt | 12.35%
• REITs & InvIT | 5.36%
• Mutual Funds | 4.68%
• Government Securities | 4.54%

The alpha ratio for the SBI Equity Savings Fund(M-IDCW) is -0.04

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 Savings Fund(M-IDCW) is 3.75

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 Savings Fund(M-IDCW) is -0.13

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 Savings Fund(M-IDCW) is -0.01

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.