• 1 Year Returns: -0.53%
• 3 Year Returns: 8.34%
• 5 Year Returns: 11.29%

• Private Banks | 16.86%
• Construction & Engineering | 8.32%
• Auto Parts | 6.76%
• Pharmaceuticals | 6.72%
• Others | 5.39%

• ICICI Bank Limited | 5.86%
• HDFC Bank Limited | 5.80%
• Larsen and Toubro Ltd | 3.93%
• State Bank of India | 3.77%
• Maruti Suzuki India Ltd | 3.16%

• Equity | 96.01%
• Cash & Equivalents | 3.78%
• Corporate Debt | 0.16%
• Government Securities | 0.03%
• Pref Shares | 0.02%

The alpha ratio for the SBI Retirement Benefit Fund-Aggressive Plan(IDCW) is 0.63

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 13.90

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 -0.28

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(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.