• 1 Year Returns: -0.41%
• 3 Year Returns: 12.48%
• 5 Year Returns: 14.46%

• Private Banks | 14.01%
• Pharmaceuticals | 11.62%
• Specialized Finance | 7.83%
• IT Services & Consulting | 7.01%
• Auto Parts | 3.78%

• ICICI Bank Limited | 3.79%
• HDFC Bank Limited | 3.43%
• Axis Bank Limited | 1.95%
• Bharti Airtel Ltd | 1.74%
• State Bank of India | 1.47%

• Equity | 99.20%
• Cash & Equivalents | 0.34%
• REITs & InvIT | 0.34%
• Mutual Funds | 0.12%

The alpha ratio for the HDFC Large & Mid Cap Fund is 0.64

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 Large & Mid Cap Fund is 14.77

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 Large & Mid Cap Fund is -0.26

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 Large & Mid Cap Fund 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.