Morningstar® Fund Report™

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Performance
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Methodology
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SBI Technology Opportunities Fund Regular Payout of Income Dist cum cap wdrl
 
Morningstar Rating™ (Relative to Category)-
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
Category:  Sector - TechnologyClick here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility17.21 %
3-Yr Mean Return17.74 %
 
Sharpe Ratio0.64
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 S&P BSE IT
R-Squared89.26-
3-Yr Beta0.82-
3-Yr Alpha6.79-
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation12.7617.2118.51
 
 
Sharpe Ratio1.330.640.86
Sortino Ratio---
 
 
Positive Months92239
Negative Months31421
Worst Month-4.57-10.63-14.84