• 1 Year Returns: -2.24%

• Private Banks | 16.20%
• Auto Parts | 10.48%
• Pharmaceuticals | 10.36%
• Oil & Gas - Refining & Marketing | 6.93%
• Iron & Steel | 5.75%

• HDFC Bank Limited | 6.25%
• ICICI Bank Limited | 5.37%
• Divi's Laboratories Ltd | 4.07%
• Sona BLW Precision Forgings Ltd | 3.28%
• Reliance Industries Ltd | 3.17%

• Equity | 97.92%
• Cash & Equivalents | 1.85%
• Futures & Options | 0.23%

The alpha ratio for the Bajaj Finserv Large & Mid Cap Fund is 1.27

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 is 14.46

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 is -0.42

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 is -0.04

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.