• 1 Year Returns: 6.64%
• 3 Year Returns: 16.36%
• 5 Year Returns: 20.79%

• Private Banks | 13.24%
• Pharmaceuticals | 12.34%
• Auto Parts | 6.73%
• Construction & Engineering | 6.31%
• Public Banks | 6.01%

• HDFC Bank Ltd | 6.12%
• TREPS | 3.51%
• Axis Bank Ltd | 3.19%
• Reliance Industries Ltd | 3.18%
• State Bank of India | 3.03%

• Equity | 96.20%
• Cash & Equivalents | 3.42%
• Treasury Bills | 0.37%

The alpha ratio for the SBI Large & Midcap Fund is 8.91

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 Large & Midcap Fund is 12.13

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 Large & Midcap Fund is 0.28

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 Large & Midcap Fund 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.