• 1 Year Returns: -2.99%
• 3 Year Returns: 3.21%
• 5 Year Returns: 2.41%

• Private Banks | 15.37%
• G-Sec | 8.60%
• Specialized Finance | 8.23%
• Public Banks | 6.42%
• Oil & Gas - Refining & Marketing | 5.99%

• HDFC Bank Ltd | 7.11%
• Reliance Industries Ltd | 5.71%
• TREPS - Tri-party Repo | 5.28%
• ICICI Bank Ltd | 5.10%
• Larsen and Toubro Ltd | 3.75%

• Equity | 65.45%
• Corporate Debt | 16.61%
• Government Securities | 8.60%
• Cash & Equivalents | 6.22%
• REITs & InvIT | 2.00%

The alpha ratio for the HDFC Equity Savings Fund(IDCW-Reinv) is 0.02

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 Equity Savings Fund(IDCW-Reinv) is 4.56

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 Equity Savings Fund(IDCW-Reinv) is -0.30

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 Equity Savings Fund(IDCW-Reinv) is -0.03

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.