• 1 Year Returns: 0.06%
• 3 Year Returns: 10.48%
• 5 Year Returns: 13.44%

• Private Banks | 17.41%
• Construction & Engineering | 9.08%
• Auto Parts | 8.88%
• Oil & Gas - Refining & Marketing | 5.42%
• IT Services & Consulting | 5.02%

• HDFC Bank Ltd | 6.58%
• ICICI Bank Ltd | 5.47%
• Reliance Industries Ltd | 5.42%
• Larsen and Toubro Ltd | 4.28%
• State Bank of India | 3.71%

• Equity | 97.24%
• Government Securities | 1.54%
• Cash & Equivalents | 1.03%
• Corporate Debt | 0.17%
• Pref Shares | 0.02%

The alpha ratio for the SBI Retirement Benefit Fund-Aggressive Plan is 0.30

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 Plan is 13.55

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 Plan is -0.28

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 Plan is -0.03

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.