• 1 Year Returns: 1.48%
• 3 Year Returns: 2.46%
• 5 Year Returns: 1.69%

• Others | 20.12%
• Private Banks | 16.63%
• Public Banks | 7.31%
• Oil & Gas - Refining & Marketing | 4.85%
• Construction & Engineering | 3.98%

• HDFC Money Market Fund - Direct Plan - Growth Option | 10.45%
• HDFC Bank Ltd | 5.58%
• ICICI Bank Ltd | 5.36%
• HDFC Liquid Fund - Direct Plan - Growth Option | 5.02%
• Reliance Industries Ltd | 4.55%

• Equity | 77.43%
• Mutual Funds | 18.66%
• Certificate of Deposit | 2.04%
• Corporate Debt | 1.24%
• Cash & Equivalents | 0.63%

The alpha ratio for the HDFC Arbitrage-WP(IDCW) is 0.20

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 HDFC Arbitrage-WP(IDCW) is 0.83

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 HDFC Arbitrage-WP(IDCW) is 3.14

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 HDFC Arbitrage-WP(IDCW) is 0.41

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.