• 1 Year Returns: 3.79%
• 3 Year Returns: 10.74%
• 5 Year Returns: 9.17%

• Private Banks | 17.07%
• Others | 8.61%
• Public Banks | 8.06%
• Investment Banking & Brokerage | 6.83%
• Specialized Finance | 6.75%

• ICICI Bank Ltd | 5.29%
• HDFC Bank Ltd | 5.14%
• Reliance Industries Ltd | 5.04%
• Kotak Mahindra Bank Ltd | 3.66%
• State Bank of India | 3.38%

• Equity | 67.04%
• Corporate Debt | 15.49%
• Mutual Funds | 4.48%
• Government Securities | 4.38%
• Cash & Equivalents | 4.12%

The alpha ratio for the SBI Equity Savings Fund(Q-IDCW Payout) is 0.11

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(Q-IDCW Payout) is 3.95

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(Q-IDCW Payout) is -0.24

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(Q-IDCW Payout) is -0.03

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.