• 1 Year Returns: 3.71%
• 3 Year Returns: 10.85%
• 5 Year Returns: 13.54%

• Private Banks | 17.23%
• Construction & Engineering | 8.64%
• Auto Parts | 6.80%
• Pharmaceuticals | 5.97%
• Miscellaneous | 4.48%

• HDFC Bank Limited | 6.28%
• ICICI Bank Limited | 5.94%
• TREPS | 4.48%
• Larsen and Toubro Ltd | 3.93%
• State Bank of India | 3.75%

• Equity | 94.95%
• Cash & Equivalents | 4.83%
• Corporate Debt | 0.16%
• Government Securities | 0.03%
• Pref Shares | 0.02%

The alpha ratio for the SBI Retirement Benefit Fund-Aggressive Plan is 0.69

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 13.75

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 0.05

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 0.01

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.