• 1 Year Returns: 24.34%
• 3 Year Returns: 24.24%
• 5 Year Returns: 18.78%

• Private Banks | 11.70%
• Public Banks | 10.25%
• Diversified Chemicals | 8.37%
• Textiles | 7.70%
• Specialized Finance | 7.30%

• HDFC Bank Ltd | 6.55%
• Deepak Fertilisers and Petrochemicals Corp Ltd | 5.73%
• ICICI Bank Ltd | 5.15%
• Sanathan Textiles Ltd | 5.04%
• State Bank of India | 4.97%

• Equity | 97.15%
• Cash & Equivalents | 2.85%

The alpha ratio for the SBI LT Advantage Fund-V-(IDCW) is 2.55

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-(IDCW) is 12.99

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-(IDCW) is 1.44

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-(IDCW) is 0.16

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.