• 1 Year Returns: 7.98%
• 3 Year Returns: 32.71%
• 5 Year Returns: 34.07%

• Auto Parts | 10.74%
• IT Services & Consulting | 8.56%
• Miscellaneous | 8.38%
• Private Banks | 8.31%
• Pharmaceuticals | 7.54%

• TREPS - Tri-party Repo | 8.35%
• Max Financial Services Ltd | 4.81%
• Federal Bank Ltd | 3.24%
• Coforge Ltd | 3.22%
• Balkrishna Industries Ltd | 2.94%

• Equity | 91.71%
• Cash & Equivalents | 8.23%
• Rights | 0.06%

The alpha ratio for the HDFC Mid-Cap Opportunities Fund is 5.09

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 Opportunities Fund is 15.95

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 Opportunities Fund is 0.34

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 Opportunities 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.