• 1 Year Returns: 2.88%

• Private Banks | 20.82%
• Retail - Online | 9.58%
• Telecom Services | 6.24%
• Pharmaceuticals | 5.67%
• Trucks & Buses | 4.97%

• ICICI Bank Ltd | 8.48%
• Eternal Ltd | 6.33%
• Bharti Airtel Ltd | 6.24%
• Tata Motors Ltd | 4.97%
• HDFC Bank Ltd | 4.10%

• Equity | 94.86%
• Cash & Equivalents | 3.20%
• REITs & InvIT | 1.94%

The alpha ratio for the HDFC Business Cycle Fund(IDCW-Reinv) is 4.65

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(IDCW-Reinv) is 14.09

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(IDCW-Reinv) is -0.01

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(IDCW-Reinv) is -0.00

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.