• 1 Year Returns: 11.31%
• 3 Year Returns: 16.56%
• 5 Year Returns: 17.20%

• Miscellaneous | 25.26%
• Private Banks | 20.47%
• Oil & Gas - Refining & Marketing | 8.21%
• Public Banks | 7.84%
• Construction & Engineering | 7.28%

• TREPS | 25.26%
• Reliance Industries Ltd | 8.21%
• HDFC Bank Ltd | 6.27%
• Axis Bank Ltd | 5.67%
• ICICI Bank Ltd | 4.92%

• Equity | 74.76%
• Cash & Equivalents | 25.24%

The alpha ratio for the SBI LT Advantage Fund-III-Reg(IDCW) is -1.60

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-Reg(IDCW) is 11.31

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-Reg(IDCW) is 0.64

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-Reg(IDCW) is 0.07

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.