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Risk & Risk-Adjusted Return

Standard Deviation

Standard deviation measures how much a fund's returns swing around their own average - a rougher ride, not necessarily a worse destination. Two funds can end at similar returns with very different journeys.

What is standard deviation?

Standard deviation is the classic measure of volatility - how far a fund’s returns typically stray from their own average, in either direction. It doesn’t distinguish good swings from bad ones; that’s what downside deviation (used in the Sortino Ratio) is for.

FORMULA

σ = √( Σ(Ri − R̄)² / N )

RiReturn in period i
Average return over all periods
NNumber of periods

Lower means a smoother path to the same destination - not automatically a “better” fund, just a steadier one.

Real comparison across 6 funds

CHART

3Y Annualized Std Deviation - 6 real funds

All 6 funds sit in a fairly tight 9.7%-12.5% band - none of these are extreme outliers on volatility alone.

0%3.5%7.0%11%14%SBI Multi…SBI Focus…ICICI Pru…DSP ValueParag Par…Parag Par…

Funds compared: Parag Parikh Flexi Cap · DSP Value · ICICI Prudential Value · SBI Focused · Parag Parikh ELSS Tax Saver · SBI Multicap

WHAT THIS MEANS FOR YOU Standard deviation alone doesn’t tell you if the ride was worth it - always pair it with a return figure (like Sharpe Ratio) rather than judging volatility in isolation.

METHODOLOGY Annualized standard deviation of daily returns over a trailing 3-year window as of 2026-08-31. Data: Punji risk analytics. Not investment advice.

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