• 1 Year Returns: 1.93%
• 3 Year Returns: 12.03%
• 5 Year Returns: 14.78%

• Specialized Finance | 12.56%
• Private Banks | 9.98%
• Construction & Engineering | 8.87%
• Logistics | 8.57%
• Public Banks | 7.78%

• ICICI Bank Ltd | 6.82%
• Bajaj Finance Ltd | 6.75%
• TREPS | 6.44%
• GKW Ltd | 4.48%
• State Bank of India | 4.40%

• Equity | 95.95%
• Cash & Equivalents | 4.05%

The alpha ratio for the SBI LT Advantage Fund-IV-Reg(IDCW) is 1.47

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 13.87

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 -0.12

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 -0.01

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.