• 1 Year Returns: 20.43%
• 3 Year Returns: 27.74%
• 5 Year Returns: 28.08%

• Private Banks | 13.21%
• Textiles | 12.82%
• Diversified Chemicals | 10.63%
• Specialized Finance | 10.46%
• Public Banks | 7.71%

• Sanathan Textiles Ltd | 8.70%
• Deepak Fertilisers and Petrochemicals Corp Ltd | 8.67%
• State Bank of India | 7.71%
• SBI Cards and Payment Services Ltd | 7.26%
• ICICI Bank Ltd | 6.61%

• Equity | 96.74%
• Cash & Equivalents | 3.26%

The alpha ratio for the SBI LT Advantage Fund-V is 7.21

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 16.59

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 0.93

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 0.10

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.