• 1 Year Returns: 5.91%
• 3 Year Returns: 9.88%
• 5 Year Returns: 6.34%

• Construction & Engineering | 28.30%
• Private Banks | 20.39%
• Public Banks | 9.55%
• Power Generation | 7.51%
• Real Estate | 6.71%

• Larsen and Toubro Ltd | 9.42%
• HDFC Bank Ltd | 8.72%
• State Bank of India | 8.03%
• NTPC Ltd | 7.51%
• ICICI Bank Ltd | 7.32%

• Equity | 98.05%
• Cash & Equivalents | 1.95%
• REITs & InvIT | 0.00%

The alpha ratio for the HDFC Housing Opp Fund-Reg(IDCW Reinvest) is -72.71

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 Housing Opp Fund-Reg(IDCW Reinvest) is 14.44

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 Housing Opp Fund-Reg(IDCW Reinvest) is 0.14

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 Housing Opp Fund-Reg(IDCW Reinvest) is 0.01

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.