• 1 Year Returns: 5.49%
• 3 Year Returns: 11.74%

• Private Banks | 17.10%
• G-Sec | 9.46%
• IT Services & Consulting | 8.66%
• Construction & Engineering | 7.03%
• Auto Parts | 6.99%

• 7.69% CGL 2028 | 8.85%
• HDFC Bank Ltd | 7.41%
• ICICI Bank Ltd | 5.06%
• Reliance Industries Ltd | 4.49%
• Infosys Ltd | 3.69%

• Equity | 79.26%
• Government Securities | 9.46%
• REITs & InvIT | 8.50%
• Cash & Equivalents | 1.23%
• Mutual Funds | 1.19%

The alpha ratio for the SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(IDCW) is -1.03

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-Reg(IDCW) is 11.70

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.