• 1 Year Returns: 0.78%
• 3 Year Returns: 18.45%
• 5 Year Returns: 18.71%

• Private Banks | 34.15%
• Miscellaneous | 8.41%
• Four Wheelers | 7.31%
• IT Services & Consulting | 6.10%
• Insurance | 5.68%

• HDFC Bank Ltd | 9.81%
• ICICI Bank Ltd | 9.67%
• Axis Bank Ltd | 8.69%
• TREPS - Tri-party Repo | 8.41%
• SBI Life Insurance Company Ltd | 4.96%

• Equity | 91.02%
• Cash & Equivalents | 8.33%
• Rights | 0.33%
• Government Securities | 0.31%

The alpha ratio for the HDFC ELSS Tax saver(IDCW-Reinv) is 4.09

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 ELSS Tax saver(IDCW-Reinv) is 12.26

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 ELSS Tax saver(IDCW-Reinv) 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 HDFC ELSS Tax saver(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.