• 1 Year Returns: -5.84%
• 3 Year Returns: 2.34%
• 5 Year Returns: 3.35%

• Private Banks | 21.91%
• Specialized Finance | 6.94%
• G-Sec | 6.72%
• Public Banks | 6.46%
• Oil & Gas - Refining & Marketing | 4.84%

• ICICI Bank Limited | 7.14%
• HDFC Bank Limited | 6.27%
• Reliance Industries Ltd | 4.30%
• Kotak Mahindra Bank Limited | 3.03%
• Axis Bank Limited | 3.00%

• Equity | 69.41%
• Corporate Debt | 18.28%
• Government Securities | 6.72%
• Mutual Funds | 2.62%
• Cash & Equivalents | 1.95%

The alpha ratio for the HDFC Hybrid Equity Fund(IDCW-Reinv) is -0.48

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 Hybrid Equity Fund(IDCW-Reinv) is 9.86

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 Hybrid Equity Fund(IDCW-Reinv) is -0.47

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 Hybrid Equity Fund(IDCW-Reinv) is -0.05

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.