• 1 Year Returns: -0.63%
• 3 Year Returns: 8.95%
• 5 Year Returns: 10.43%

• Private Banks | 23.04%
• Construction & Engineering | 8.45%
• Auto Parts | 6.54%
• Pharmaceuticals | 6.36%
• Oil & Gas - Refining & Marketing | 5.76%

• HDFC Bank Ltd | 8.77%
• ICICI Bank Ltd | 8.20%
• Reliance Industries Ltd | 5.76%
• Larsen and Toubro Ltd | 5.57%
• State Bank of India | 3.56%

• Equity | 97.93%
• Cash & Equivalents | 1.31%
• Treasury Bills | 0.75%

The alpha ratio for the SBI Large Cap Fund-Reg(IDCW) is 0.92

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 Cap Fund-Reg(IDCW) is 13.36

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 Cap Fund-Reg(IDCW) is -0.25

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 Large Cap Fund-Reg(IDCW) is -0.02

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.