• 1 Year Returns: 6.11%

• Private Banks | 25.51%
• Telecom Services | 8.30%
• Trucks & Buses | 7.76%
• Miscellaneous | 7.43%
• Retail - Online | 6.53%

• ICICI Bank Ltd | 8.84%
• Bharti Airtel Ltd | 8.30%
• Tata Motors Ltd | 7.76%
• TREPS - Tri-party Repo | 7.43%
• Axis Bank Ltd | 6.21%

• Equity | 90.91%
• Cash & Equivalents | 7.09%
• REITs & InvIT | 2.01%

The alpha ratio for the HDFC Business Cycle Fund-Reg(IDCW Reinvest) is 1.39

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 Business Cycle Fund-Reg(IDCW Reinvest) is 15.98

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 Business Cycle Fund-Reg(IDCW Reinvest) is 0.21

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 Business Cycle Fund-Reg(IDCW Reinvest) 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.