• 1 Year Returns: 8.84%
• 3 Year Returns: 14.53%
• 5 Year Returns: 17.54%

• Specialized Finance | 11.80%
• Private Banks | 10.67%
• IT Services & Consulting | 8.21%
• Construction & Engineering | 8.12%
• Public Banks | 7.76%

• TREPS | 7.23%
• Bajaj Finance Ltd | 6.21%
• HDFC Bank Ltd | 5.66%
• ICICI Bank Ltd | 5.00%
• Vedanta Ltd | 4.53%

• Equity | 93.05%
• Cash & Equivalents | 6.95%

The alpha ratio for the SBI LT Advantage Fund-IV-Reg(IDCW) is 1.39

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-Reg(IDCW) is 14.08

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-Reg(IDCW) is 0.34

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-Reg(IDCW) is 0.04

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.