• 1 Year Returns: 5.43%
• 3 Year Returns: 7.77%
• 5 Year Returns: 4.29%

• Others | 25.21%
• Specialized Finance | 17.59%
• Public Banks | 10.56%
• G-Sec | 9.05%
• Home Financing | 8.76%

• Siddhivinayak Securitisation Trust^ | 4.78%
• 5% GMR Airports Limited^ | 4.55%
• 7.48% National Bank for Agri & Rural Dev. | 3.55%
• 182 Days TBILL MAT 180327^ | 3.48%
• Jubilant Beverages Limited^ | 3.43%

• Corporate Debt | 72.23%
• Secured Debt | 9.80%
• Government Securities | 5.57%
• REITs & InvIT | 4.55%
• Treasury Bills | 3.48%

The alpha ratio for the HDFC Medium Term Fund(IDCW-Reinv) is 1.06

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(IDCW-Reinv) is 1.38

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(IDCW-Reinv) is 0.91

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(IDCW-Reinv) is 0.11

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.