• 1 Year Returns: 15.14%
• 3 Year Returns: 19.00%
• 5 Year Returns: 16.60%

• Private Banks | 20.71%
• Construction & Engineering | 9.67%
• Metals - Diversified | 6.19%
• Retail - Online | 5.72%
• Public Banks | 5.59%

• City Union Bank Ltd | 5.77%
• TREPS | 5.55%
• HDFC Bank Ltd | 5.26%
• Axis Bank Ltd | 4.78%
• Tata Motors Ltd | 4.38%

• Equity | 94.53%
• Cash & Equivalents | 5.47%

The alpha ratio for the SBI LT Advantage Fund-VI-(IDCW) is -0.28

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-VI-(IDCW) is 12.08

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-VI-(IDCW) is 0.89

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-VI-(IDCW) 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.