• 1 Year Returns: 5.81%
• 3 Year Returns: 9.39%
• 5 Year Returns: 11.40%

• Private Banks | 13.94%
• Others | 13.24%
• Construction & Engineering | 7.09%
• Investment Banking & Brokerage | 6.30%
• Auto Parts | 5.76%

• SBI Gold ETF | 9.20%
• ICICI Bank Limited | 4.83%
• HDFC Bank Limited | 4.75%
• TREPS | 3.61%
• Larsen and Toubro Ltd | 3.28%

• Equity | 78.55%
• Mutual Funds | 9.20%
• REITs & InvIT | 7.64%
• Cash & Equivalents | 4.04%
• Corporate Debt | 0.31%

The alpha ratio for the SBI Retirement Benefit Fund-Aggressive Hybrid Plan is 2.03

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 Retirement Benefit Fund-Aggressive Hybrid Plan is 11.76

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 Retirement Benefit Fund-Aggressive Hybrid Plan 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 Retirement Benefit Fund-Aggressive Hybrid Plan 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.