• 1 Year Returns: -1.07%
• 3 Year Returns: 10.93%

• Private Banks | 16.46%
• Miscellaneous | 11.41%
• Pharmaceuticals | 7.38%
• Home Financing | 6.16%
• Retail - Online | 5.80%

• TREPS - Tri-party Repo | 10.92%
• Bharti Airtel Ltd | 5.69%
• Kotak Mahindra Bank Ltd | 5.31%
• ICICI Bank Limited | 5.21%
• Titan Company Ltd | 4.46%

• Equity | 86.97%
• Cash & Equivalents | 10.83%
• REITs & InvIT | 1.13%
• Government Securities | 1.07%

The alpha ratio for the HDFC Business Cycle Fund(IDCW-Reinv) is 2.30

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 15.13

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 -0.37

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 -0.04

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.