• 1 Year Returns: 0.02%

• Private Banks | 14.54%
• Auto Parts | 11.38%
• Pharmaceuticals | 9.35%
• Specialized Finance | 7.16%
• Oil & Gas - Refining & Marketing | 6.91%

• ICICI Bank Limited | 5.58%
• Divi's Laboratories Ltd | 3.91%
• HDFC Bank Limited | 3.89%
• Sona BLW Precision Forgings Ltd | 3.44%
• Reliance Industries Ltd | 3.22%

• Equity | 97.35%
• Cash & Equivalents | 2.87%
• Futures & Options | -0.22%

The alpha ratio for the Bajaj Finserv Large & Mid Cap Fund(IDCW) is 0.77

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 Bajaj Finserv Large & Mid Cap Fund(IDCW) is 14.30

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 Bajaj Finserv Large & Mid Cap Fund(IDCW) is -0.20

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 Bajaj Finserv Large & Mid Cap Fund(IDCW) is -0.02

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.