• 1 Year Returns: 0.69%
• 3 Year Returns: 6.30%
• 5 Year Returns: 6.58%

• Miscellaneous | 31.28%
• Telecom Services | 12.53%
• Specialized Finance | 11.49%
• Public Banks | 10.85%
• Power Generation | 7.50%

• TREPS | 31.28%
• National Bank for Agriculture and Rural Development | 7.20%
• Bharat Sanchar Nigam Ltd. | 7.16%
• Summit Digitel Infrastructure Pvt. Ltd. | 5.36%
• Torrent Power Ltd. | 3.65%

• Corporate Debt | 47.94%
• Cash & Equivalents | 33.10%
• Equity | 18.96%

The alpha ratio for the SBI Retirement Benefit Fund-Conservative Plan is 0.15

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-Conservative Plan is 4.38

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-Conservative Plan is -0.86

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-Conservative Plan is -0.09

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.