• 1 Year Returns: -1.02%
• 3 Year Returns: 22.32%
• 5 Year Returns: 28.73%

• Private Banks | 22.72%
• Construction & Engineering | 13.84%
• Auto Parts | 9.28%
• Oil & Gas - Refining & Marketing | 7.64%
• Miscellaneous | 4.69%

• Reliance Industries Ltd | 7.64%
• HDFC Bank Ltd | 7.63%
• ICICI Bank Ltd | 7.23%
• TREPS | 4.69%
• Balrampur Chini Mills Ltd | 4.55%

• Equity | 95.38%
• Cash & Equivalents | 4.62%

The alpha ratio for the SBI LT Advantage Fund-III is -1.15

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 LT Advantage Fund-III is 15.50

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 LT Advantage Fund-III is -0.23

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 LT Advantage Fund-III 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.