• 1 Year Returns: 7.20%
• 3 Year Returns: 5.66%
• 5 Year Returns: 4.48%

• Others | 22.90%
• Specialized Finance | 17.08%
• G-Sec | 16.54%
• Home Financing | 9.29%
• Construction & Engineering | 8.02%

• 7.18% GOI MAT 240737 | 5.12%
• Siddhivinayak Securitisation Trust^ | 4.79%
• 5% GMR Airports Limited^ | 4.37%
• Jubilant Beverages Limited^ | 3.29%
• 7.23% GOI MAT 150439 | 2.98%

• Corporate Debt | 64.93%
• Government Securities | 16.54%
• Secured Debt | 10.10%
• REITs & InvIT | 4.34%
• Cash & Equivalents | 3.74%

The alpha ratio for the HDFC Medium Term Fund(IDCW-Reinv) is 1.21

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 1.36

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 2.13

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 0.26

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.