• 1 Year Returns: 5.48%
• 3 Year Returns: 13.38%
• 5 Year Returns: 12.37%

• Others | 14.58%
• Private Banks | 14.19%
• Oil & Gas - Refining & Marketing | 5.82%
• Pharmaceuticals | 4.90%
• Power Generation | 4.78%

• HDFC Gold Exchange Traded Fund | 12.14%
• Reliance Industries Ltd | 5.31%
• TREPS - Tri-party Repo | 4.64%
• ICICI Bank Ltd | 4.42%
• HDFC Bank Ltd | 4.24%

• Equity | 67.53%
• Mutual Funds | 12.14%
• Corporate Debt | 7.12%
• Cash & Equivalents | 6.23%
• Government Securities | 3.35%

The alpha ratio for the HDFC Multi-Asset Allocation Fund is 2.48

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 Multi-Asset Allocation Fund is 8.75

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 Multi-Asset Allocation Fund is 0.11

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 Multi-Asset Allocation Fund is 0.01

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.