• 1 Year Returns: -9.77%
• 3 Year Returns: 14.24%
• 5 Year Returns: 19.62%

• Private Banks | 21.22%
• Construction & Engineering | 8.96%
• Oil & Gas - Refining & Marketing | 8.74%
• Public Banks | 6.93%
• Iron & Steel | 6.24%

• Reliance Industries Ltd | 8.74%
• HDFC Bank Ltd | 6.45%
• ICICI Bank Ltd | 6.20%
• TREPS | 5.45%
• Aster DM Healthcare Ltd | 5.32%

• Equity | 94.67%
• Cash & Equivalents | 5.33%

The alpha ratio for the SBI LT Advantage Fund-III-Reg(IDCW) is -4.88

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 13.39

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 -1.07

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 -0.10

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.