• 1 Year Returns: 6.41%
• 3 Year Returns: 10.09%
• 5 Year Returns: 11.78%

• Private Banks | 14.44%
• Miscellaneous | 8.12%
• Others | 7.99%
• Construction & Engineering | 7.37%
• Investment Banking & Brokerage | 6.41%

• TREPS | 8.12%
• HDFC Bank Limited | 5.35%
• ICICI Bank Limited | 4.89%
• SBI Gold ETF | 4.53%
• Larsen and Toubro Ltd | 3.28%

• Equity | 78.69%
• Cash & Equivalents | 8.42%
• REITs & InvIT | 7.78%
• Mutual Funds | 4.53%
• Corporate Debt | 0.32%

The alpha ratio for the SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(IDCW) is 1.36

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-Reg(IDCW) is 11.72

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-Reg(IDCW) is 0.18

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-Reg(IDCW) is 0.02

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.