• 1 Year Returns: -1.04%
• 3 Year Returns: 9.42%
• 5 Year Returns: 12.71%

• Private Banks | 17.91%
• Construction & Engineering | 8.85%
• Auto Parts | 6.94%
• Miscellaneous | 4.56%
• Metals - Diversified | 4.44%

• HDFC Bank Ltd | 6.80%
• ICICI Bank Ltd | 5.77%
• TREPS | 4.56%
• Larsen and Toubro Ltd | 4.19%
• State Bank of India | 3.80%

• Equity | 95.36%
• Cash & Equivalents | 4.12%
• Government Securities | 0.33%
• Corporate Debt | 0.17%
• Pref Shares | 0.02%

The alpha ratio for the SBI Retirement Benefit Fund-Aggressive Plan(IDCW) is 0.16

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(IDCW) is 13.77

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(IDCW) is -0.25

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(IDCW) 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.