• 1 Year Returns: 0.02%
• 3 Year Returns: -0.04%
• 5 Year Returns: -0.07%

• Others | 26.21%
• Specialized Finance | 17.12%
• G-Sec | 12.02%
• Home Financing | 8.57%
• Public Banks | 6.93%

• Siddhivinayak Securitisation Trust^ | 4.82%
• 5% GMR Airports Limited^ | 4.41%
• 7.18% GOI MAT 240737 | 3.68%
• Jubilant Beverages Limited^ | 3.32%
• Net Current Assets | 3.07%

• Corporate Debt | 69.01%
• Government Securities | 12.02%
• Secured Debt | 9.97%
• REITs & InvIT | 4.45%
• Cash & Equivalents | 4.20%

The alpha ratio for the HDFC Medium Term Fund(FN-IDCW Reinv) is 1.31

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 Medium Term Fund(FN-IDCW Reinv) is 1.34

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 Medium Term Fund(FN-IDCW Reinv) is 1.90

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 Medium Term Fund(FN-IDCW Reinv) is 0.23

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.