• 1 Year Returns: -3.49%
• 3 Year Returns: 11.00%
• 5 Year Returns: 8.99%

• Pharmaceuticals | 11.26%
• Private Banks | 11.11%
• Auto Parts | 9.82%
• Specialized Finance | 6.62%
• Miscellaneous | 6.61%

• TREPS - Tri-party Repo | 6.61%
• Max Financial Services Ltd | 4.37%
• AU Small Finance Bank Ltd | 4.24%
• Federal Bank Ltd | 3.87%
• Glenmark Pharmaceuticals Ltd | 3.41%

• Equity | 93.44%
• Cash & Equivalents | 6.56%

The alpha ratio for the HDFC Mid Cap Fund-Reg(IDCW Reinvest) is 0.44

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 Mid Cap Fund-Reg(IDCW Reinvest) is 13.75

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 Mid Cap Fund-Reg(IDCW Reinvest) is 0.20

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 Mid Cap Fund-Reg(IDCW Reinvest) is 0.02

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.