• 1 Year Returns: -4.24%
• 3 Year Returns: 7.80%
• 5 Year Returns: 9.42%

• Specialized Finance | 15.90%
• Private Banks | 14.85%
• Logistics | 9.44%
• Miscellaneous | 7.32%
• Construction & Engineering | 7.29%

• ICICI Bank Limited | 7.80%
• Bajaj Finance Ltd | 7.56%
• TREPS | 7.32%
• Eicher Motors Ltd | 4.88%
• Tata Motors Ltd | 4.09%

• Equity | 94.07%
• Cash & Equivalents | 5.93%

The alpha ratio for the SBI LT Advantage Fund-IV is -0.72

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-IV is 14.41

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-IV is -0.56

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-IV is -0.06

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.