• 1 Year Returns: 11.43%
• 3 Year Returns: 21.94%
• 5 Year Returns: 18.63%

• Private Banks | 11.81%
• Diversified Chemicals | 9.33%
• Textiles | 7.57%
• Public Banks | 7.56%
• Specialized Finance | 7.05%

• HDFC Bank Ltd | 6.83%
• Deepak Fertilisers and Petrochemicals Corp Ltd | 6.82%
• TREPS | 5.81%
• ICICI Bank Ltd | 4.98%
• Maruti Suzuki India Ltd | 4.96%

• Equity | 94.24%
• Cash & Equivalents | 5.76%

The alpha ratio for the SBI LT Advantage Fund-V is 2.80

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-V is 12.97

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-V is 0.78

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-V is 0.08

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.